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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.

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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.

.View & edit global settings..

Access

Group

Groups

Directory User

Power UserAdmin

Reporting User

Admin

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

TeamForm Admins

Typically reserved for TeamForm Support


Have access to

Directory View

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TeamForm App

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Admin ControlsTeamForm Reporting

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TeamForm ReportingAdmin Controls

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Dev Tools

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Functionalities available


Basic Features

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 within own team.
    If enabled.

All from Directory Users and:

  • View teams summary page.

  • Browse teams by type.

  • 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.


Advanced Features

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.

Reporting

No access

  • View queries and data for enabled workspaces.
    Set at group / user level via reporting settings.


Admin Features

Settings

No access

No access

No access

  • View & edit global settings.

Dev Tools

No access.

  • Bulk moves, bulk allocations and batch operations for groups, people and tags.

  • Workspace cloning and feature flags management.

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