TASS Sync Profiles

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 user_code for parents, students, and staff, choices include sis_id (highly recommended) and username.

Under “User Settings, for each type of users, parents, students, and staff, there are choices sync users, organisational unit, maintain ou for existing users, actions for users no longer meet the condition web_access = True, and send welcome message to users

By ticking ‘Do not change orgunits for current users', existing users will not be moved to ou set by the previous three fields.

“Action for disabled users” works if users no longer meet the condition web_access = True. Actions include “Do nothing”, “Suspend User”, and “Delete User”.

By ticking ‘Send welcome’, the selected welcome template will be sent to the type of users during the next sync.

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:

Splits Parents in User List using different user_codes

Parent 1 using user_code for username

Parent 2 using user_code for username

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.

Splits Parents in User List using usercode and sfa_num

Parent 1 usercode and sfa_num for username

Parent 2 usercode and sfa_num for username