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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.

...

  • View default and other workspaces via workspace switcher.

  • Workspace management.

  • Workspace Config.

    • Edit details for all teams. in directory, including

    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)

    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 Tenant 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.

    ...