Difference between revisions of "TASS Sync Profiles"
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Cloudwork can automatically detect and manage parent accounts for split families. | Cloudwork can automatically detect and manage parent accounts for split families. | ||
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==Cloudwork Syncing Instructions== | ==Cloudwork Syncing Instructions== | ||
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[[File:tass_13.png|1100px|tass Setup 13]] | [[File:tass_13.png|1100px|tass Setup 13]] | ||
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| + | ==Split Parents== | ||
| + | ===Split Parent in Cloudwork=== | ||
| + | Split parents are handled in Cloudwork by determining whether both split parents have the same or different '''user_code''' | ||
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| + | ====Split Parents with different user_codes==== | ||
| + | Split Parents created in TASS with user_codes are displayed on Cloudwork as: | ||
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| + | [[File:tass_split_parent-1.png|1100px|center|frame|Splits Parents in User List using different user_codes]] | ||
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| + | [[File:tass_split_parent_2.png|500px|center|frame|Parent 1 using user_code for username]] | ||
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| + | [[File:tass_split_parent_3.png|500px|center|frame|Parent 2 using user_code for username]] | ||
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| + | ====Split Parents with same user_code==== | ||
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| + | Split Parents sharing one user_code, when creating separate accounts, in Cloudwork, the '''sfa_num''' will be added to Parents user_code to distinguish them. | ||
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| + | [[File:tass_split_parent_4.png|1100px|center|frame|Splits Parents in User List using usercode and sfa_num]] | ||
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| + | [[File:tass_split_parent_5.png|250px|center|frame|Parent 1 usercode and sfa_num for username]] | ||
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| + | [[File:tass_split_parent_6.png|250px|center|frame|Parent 2 usercode and sfa_num for username]] | ||
Revision as of 04:53, 26 July 2021
Contents
TASS
TASS Syncing will allow IT admins to import selected users from TASS via Cloudwork Sync Profile.
These users include Students, Staff and Parents.
Cloudwork can automatically detect and manage parent accounts for split families.
Cloudwork Syncing Instructions
Credentials needed
- Token key
- App Code
- API Version
- Company Code
- Endpoint
Credentials located in TASS>System Admin>Utilities>API Gateway Maintenance
Login to Cloudwork Dashboard and click Sync Profile
Click New Sync Profile
Select TASS Sync Profile from sync profile types
Under Basic Settings, input a simple description for this profile, and credentials provided by TASS.
Select the attribute to be mapped to Cloudwork for TASS under Parents Usercode Mapping, Students Usercode Mapping, Staff Usercode Mapping , choices include SIS ID (highly recommended) and User Name.
Under User Settings, there are 3 types of users:
- Parents
- Students
- Staff
For each type of user there are 4 settings:
- Sync users: Sync users
- Organisational Unit: Users pulled from TASS will be moved into the specified orgunit
- Do not change orgunits for existing users: Existing users will not be moved to orgunit set by the previous three fields
- Actions for disabled users: if users no longer meet the condition web_access = True, the selected action will occur. These actions include Do nothing, Suspend User, and Delete User.
Save the settings, there will be a green flash showing the creation is successful, and the information input creates a successful connection with TASS
Scroll down, there will be 3 tables showing custom attributes for parents, students, and staff.
Click Edit for three tables and add custom attributes for three types of users.
A green flash will show after the attributes are added.
Click Force Sync for pulling users from TASS. A green flash shows the pulling process is successful.
In the sync details table, the pulling result of three types of users will be shown here.
Heading to Users, select a pulled user, the extra attributes will be added.
Split Parents
Split Parent in Cloudwork
Split parents are handled in Cloudwork by determining whether both split parents have the same or different user_code
Split Parents with different user_codes
Split Parents created in TASS with user_codes are displayed on Cloudwork as:
Split Parents with same user_code
Split Parents sharing one user_code, when creating separate accounts, in Cloudwork, the sfa_num will be added to Parents user_code to distinguish them.
