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.
  
==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:
 
 
[[File:tass_split_parent-1.png|1100px|center|frame|Splits Parents in User List using different user_codes]]
 
 
[[File:tass_split_parent_2.png|500px|center|frame|Parent 1 using user_code for username]]
 
 
[[File:tass_split_parent_3.png|500px|center|frame|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.
 
 
[[File:tass_split_parent_4.png|1100px|center|frame|Splits Parents in User List using usercode and sfa_num]]
 
 
[[File:tass_split_parent_5.png|250px|center|frame|Parent 1 usercode and sfa_num for username]]
 
 
[[File:tass_split_parent_6.png|250px|center|frame|Parent 2 usercode and sfa_num for username]]
 
  
 
==Cloudwork Syncing Instructions==
 
==Cloudwork Syncing Instructions==
Line 101: Line 80:
  
 
[[File:tass_13.png|1100px|tass Setup 13]]
 
[[File:tass_13.png|1100px|tass Setup 13]]
 +
 +
==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:
 +
 +
[[File:tass_split_parent-1.png|1100px|center|frame|Splits Parents in User List using different user_codes]]
 +
 +
[[File:tass_split_parent_2.png|500px|center|frame|Parent 1 using user_code for username]]
 +
 +
[[File:tass_split_parent_3.png|500px|center|frame|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.
 +
 +
[[File:tass_split_parent_4.png|1100px|center|frame|Splits Parents in User List using usercode and sfa_num]]
 +
 +
[[File:tass_split_parent_5.png|250px|center|frame|Parent 1 usercode and sfa_num for username]]
 +
 +
[[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

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

tass Setup 2

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, 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.

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

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