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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

    Groups

    Directory User

    Power User

    Reporting User

    Admin

    TeamForm Support

    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


    Have access to

    Directory View

    (tick)

    (tick)

    (tick)

    (tick)

    (tick)

    TeamForm App

    (tick)

    (tick)

    (tick)

    (tick)

    TeamForm Reporting

    (tick)

    (tick)

    (tick)

    Admin Controls

    (tick)

    (tick)

    Dev Tools

    (tick)


    Basic Features

    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

  • View other workspaces via workspace switcher in directory and TeamForm app

  • View & edit global settings

  • Workspace management

    • Workspace Config

    • 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)

    • Admin (Typically given to TeamForm Admins)

    As above plus admin controls

    • View history for people and teams.

    Tags

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

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

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

    • View all tags.

    • Edit tags.
      Including the ones having “Allow Admin to edit read only tags” toggled on in Tags config

    Workspaces

    • View default workspace only (unless access to other workspaces granted via settings → workspace access)

    • View default and other workspaces via workspace switcher.

    • Workspace management.

    • Workspace Config.

    • Edit details for all teams

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

    TeamForm reporting

    • .


    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

    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


    Admin Features

    Settings

    No access

    No access

    No access

    • View & edit Tenant settings, including datasources / integrations & planning periods.

    Dev Tools

    No access

    • Bulk moves, bulk allocations

    ,

    • and batch operations for groups

    /

    • , people

    / tags, workspace cloning, workspace feature flags)

    • and tags.

    • Workspace cloning and feature flags management.

    User Home

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

    ...

    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.

    ...

    6cb693fe-237d-4670-a5bd-f1454ef3822a.pngImage Added

    Troubleshooting

    1. ensure the person data returned from the backend has the id attribute. The easiest way is to use devtools on Chrome or Firefox and inspect the person -> attributes payload on the network tab.

    2. Seek TeamForm support to ensure the user’s email on their auth0 user matches what we’ve stored in the backend. Use the auth0 web app to see the user’s email addressin 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 Team Directory or App.

    ...