Difference between revisions of "TASS Sync Profiles"

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Line 6: Line 6:
 
*Endpoint
 
*Endpoint
  
Click '''Sync Profile''' from the dashboard
+
Login to Cloudwork Dashboard and click '''Sync Profile'''  
  
 
[[File:tass_1.png|1100px|tass Setup 1]]
 
[[File:tass_1.png|1100px|tass Setup 1]]
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[[File:tass_10.png|1100px|tass Setup 10]]
 
[[File:tass_10.png|1100px|tass Setup 10]]
  
Click “Force Sync” for pulling users from Tass.
+
Click '''Force Sync''' for pulling users from Tass.
 
A green flash shows the pulling process is successful.
 
A green flash shows the pulling process is successful.
  

Revision as of 03:12, 23 July 2021

Credentials needed

  • Token key
  • App Code
  • API Version
  • Company Code
  • Endpoint

Login to Cloudwork Dashboard and click Sync Profile

tass Setup 1

Click New Sync Profile

tass Setup 2

Select Tass Sync Profile from sync profile types

tass Setup 3

Under Basic Settings, input a simple description for this profile, and credentials provided by Tass.

tass Setup 4

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.

tass Setup 5

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

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”.

tass Setup 6

Save the settings, there will be a green flash showing the creation is successful, and the information input creates a successful connection with TASS

tass Setup 7

Scroll down, there will be 3 tables showing custom attributes for parents, students, and staff.

tass Setup 8

Click Edit for three tables and add custom attributes for three types of users.

tass Setup 9

A green flash will show after the attributes are added.

tass Setup 10

Click Force Sync for pulling users from Tass. A green flash shows the pulling process is successful.

tass Setup 11

In the sync details table, the pulling result of three types of users will be shown here.

tass Setup 12

Heading to Users, select a pulled user, the extra attributes will be added.

tass Setup 13