User Groups

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Last updated: Dec 23, 2024
2 min read

TeamForm has defined user access groups which control access to parts of the application. TeamForm has additional user-based access controls which enable further customisation to grant specific usages or behaviours.

User access groups are typically defined via SSO groups, these can be created new or re-used if there already are access groups that cover the intended population.

TeamForm Access 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

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

TeamForm App

 

TeamForm Reporting

 

 

Admin Controls

 

 

 

Dev Tools

 

 

 

 


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

Reporting

No access

  • View queries and data for enabled workspaces.
    Set at group / user level via reporting settings.


Admin Features

Settings

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 and tags.

  • Workspace cloning and feature flags management.

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 in 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.

Related information

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