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TeamForm has defined user |
TeamForm Access
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Access
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Functionality
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Directory (typically given to all team members)
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Directory Only
Directory view (for default workspace only):
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View tags if set visible in Directory via tag config
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Groups
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 Groups | Directory User | Power User | Reporting User | Admin | TeamForm Support |
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Typically given to | All team members | Leaders of teams, to enable team and work planning | Analyst / reporting, some leadership roles, admin roles | TeamForm Admins | Typically reserved for TeamForm Support |
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Directory View |
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TeamForm App |
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TeamForm Reporting |
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Admin Controls |
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Dev Tools |
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Directory |
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Power (typically given to leaders of teams, to enable team and work planning)
Directory and TeamForm App
Directory plus
All from Directory Users and:
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As above plus admin controls
View other workspaces via workspace switcher in directory and teamform app
View & edit global settings
Workspace management
Workspace Config
Edit details for all teams
Reporting (typically analyst / reporting, some leadership roles, admin roles)
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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)
Admin (Typically given to TeamForm Admins)
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Tags |
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Workspaces |
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Planner | No access |
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Team Builder | |||||
People Allocation | |||||
Reporting | No access |
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TeamForm Support
All of above plus dev tools
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Settings | No access | No access | No access |
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Dev Tools | No access |
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Additional Access Controls
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User Home
A user can be shown a personalised landing page in both App & TDTeam Directory.
TeamForm needs to be able to link a user’s auth0 account to person data stored in the teamform-api backend. The mechanism for this is email address matching.
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When a user makes a request we attempt to match the email on their auth0 profile to the email addresses that we have imported. We first try an exact match, and then a lowercase match.
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Troubleshooting
ensure the person data returned from the backend has the id attribute. The easiest way is to use
devtoolson Chrome or Firefox and inspect the person → -> attributes payload on the network tab.Seek TeamForm support to ensure the user’s email on their auth0 user matches what we’ve stored in the backend. Use the auth0 webapp to see the user’s email address.ensure the flagsmith feature flag
user-routed-to-personal-dashboardis not set to falsein TeamForm’s authentication platform (auth0) matches that loaded into TeamForm from the people or HR information system.
The feature can be tested by performing an import that has your own email address as an attribute, and then visiting TD Team Directory or App.
Group Access Restrictions
A user can be restricted from accessing groups (i.e. teams) within planner, forecast and teambuilder .
To enable group access restrictions on a workspace, go to Configure Workspace → Group access:
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Once this is toggled on, only admins will be able to see all groups via planner etc.
To grant users access to groups, an import needs to be performed that specifies the group ids that they can access. They will have visibility of these groups and any of their children.
The ids need to be under a column or mapped to a column named AccessGroupIds. Multiple group ids can be provided, separated by a ; delimiter.
Example CSV import:
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PersonID
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Attributes:id:email:Email
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AccessGroupIds
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48066180
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firstname.lastname@companyname.com
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XXXX1234;YYYY1234;ZZZZ1234
This CSV file then needs to be imported using a File Upload → Data integration.
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Workspace Access Restrictions
When there is more than one workspace, a user can be restricted from accessing one or more workspaces.
To enable workspace restrictions a workspace, go to go to Configure Workspace → Workspace access:
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Once this has been enabled, users can be granted access to the workspace with an import that specifies their email address which needs to match their user login.
Example CSV import
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emails
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Further restrictions you can apply
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