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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.

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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.

Functionalities available in directory.View & edit global settings.

Access Group Groups	Directory User	Power User	Admin	Reporting User	Admin	TeamForm Support
Typically given to	All team members	Leaders of teams, to enable team and work planningTeamForm Admins	Analyst / reporting, some leadership roles, admin roles	TeamForm Admins	Typically reserved for TeamForm Support
Have access to
Directory View
TeamForm App
Admin ControlsTeamForm Reporting
TeamForm ReportingAdmin Controls
Dev Tools
Workspaces	View only default workspace.		View default and other workspaces via workspace switcher. Workspace management. Workspace Config. Edit details for all teams.
Basic Features
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.	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.
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 Tenant settings, including datasources / integrations & planning periods.
Dev Tools	No access	No access	No access	No access.	Bulk moves, bulk allocations and batch operations for groups, people and tags. Workspace cloning and feature flags management.

User Home

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

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Versions Compared

Old Version 22

New Version Current

Key

Access

Groups

Have access to

Basic Features

Advanced Features

Admin Features

User Home