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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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in directory

Access 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

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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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Basic Features

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.

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.

  • 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

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 settingsTenant settings, including datasources / integrations & planning periods.

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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