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Info

TeamForm has defined user access groups, which provide access to parts of the application. TeamForm has additional user-based access controls which enable further use level behaviour.

User access groups are typically defined via SSO groups, these can be created new or re-used if there are already access groups that cover the intended population.

...

The below Groups are to be created on the customer Identity and Access Control Provider (IACP). Once setup the access groups can mapped into TeamForm to provide synchronised access and control.

Access Group

Access

Functionality

Directory (typically given to all team members)

Directory Only

Directory view (for default workspace only):

  • View tags if set visible in Directory via tag config

    • Edit tags in directory if enabled via tag config

    Directory User

    Power User

    Admin

    Reporting User

    TeamForm Support

    Typically given to

    All team members

    Leaders of teams, to enable team and work planning

    TeamForm Admins

    Analyst / reporting, some leadership roles, admin roles

    Typically reserved for TeamForm Support


    Have access to

    Directory View

    (tick)

    (tick)

    (tick)

    (tick)

    (tick)

    TeamForm App

    (tick)

    (tick)

    (tick)

    (tick)

    Admin Controls

    (tick)

    (tick)

    (tick)

    TeamForm Reporting

    (tick)

    (tick)

    Dev Tools

    (tick)


    Functionalities available

    Workspaces

    • View only default workspace.

    • View default and other workspaces via workspace switcher.

    • Workspace management.

    • Workspace Config.

    • Edit details for all teams.

    Directory

    • View own team.

    • Edit team name, description

    ,

    • and background

    in directory

    • within own team

    (if

    • .
      If enabled

    )TeamForm app (for default workspace only)

    • .

    Power (typically given to leaders of teams, to enable team and work planning)

    Directory and TeamForm App

    Directory plus

    All from Directory Users and:

    • View

    team

    Admin (Typically given to TeamForm Admins)

    As above plus admin controls

    View other workspaces via workspace switcher in directory and TeamForm app

    • teams summary page.

    • Browse teams by type.

  • view people, team history

  • Planner/forecast/team builder/allocate people (if enabled) for their team only if user-based Group Access restrictions are enabled - see below)

    • View history for people and teams.

    Tags

    • View tags.
      Only for tags which type is set as “visible in Directory” via tag config.

    • Edit tags in directory.
      Only for tags which type has edit enabled via tag config.

    Planner

    No access.

    • For their team.
      If enabled based on user or Group Access restrictions in settings (see below).

    Forecast

    Team Builder

    People Allocation

    Settings

    No access.

    • View & edit global settings

  • Workspace management

  • Workspace Config

    • Edit details for all teams

    Reporting

    (typically analyst / reporting, some leadership roles, admin roles)TeamForm reporting

    No access.

    • View queries and data for enabled workspaces

    aka data sources (set

    • .
      Set at group / user level via reporting settings.

    )

    TeamForm Support

    All of above plus dev tools

    Devtools (bulk

    Dev Tools

    No access.

    • Bulk moves, bulk allocations

    ,

    • and batch operations for groups

    /

    • , people

    / tags, workspace cloning, workspace

    • and tags.

    • Workspace cloning and feature flags

    )

    • management

    User Home

    A user can be shown a personalised landing page in both App & Team Directory.

    ...