Users can be restricted from accessing Teams (aka Groups) within planner, forecast and team builder. Users are prevented from downloading to CSV and Team data that they aren't explicitly entitled to access.
To enable group access restrictions on a workspace, go to Configure Workspace → Group access:
Once this is toggled on, only admins will be able to see all groups via planner etc.
To grant users access to groups, an import needs to be performed that specifies the group ids that they can access. They will have visibility of these groups and any of their children.
The ids need to be under a column or mapped to a column named AccessGroupIds. Multiple group ids can be provided, separated by a ; delimiter.
Example CSV import:
PersonID | Attributes:id:email:Email | AccessGroupIds |
48066180 | XXXX1234;YYYY1234;ZZZZ1234 |
This CSV file then needs to be imported using a File Upload → Data integration.
To check what access levels a user has and Admin or Support user will see an Access to Panel on an individuals home page.
If a user has been granted access to a Group, then they will also have access to all the children of that group