tech·nic·al·ly agile

Unlocking TFS: Mastering Permissions for Seamless Team Collaboration

Unlock TFS’s full potential! Learn how to navigate permissions and access levels to enhance your project management experience effortlessly.

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When I first opened Team Foundation Server (TFS), I encountered a common hurdle that many users face: a message indicating that some features of Team Web Access were not visible to me. Initially, I was directed to an MSDN article that promised a solution, but I quickly realised that the fix was much simpler than it seemed. The key? Having the right administrative access on the TFS server—not just on the collection, but on the entire server itself.

To resolve this issue, I found that the first step was to access the administration settings. Here’s how you can do it:

  1. Access the Admin Settings: Click on the little cog icon in the top right corner of your TFS interface. This will take you to the administration section.

  2. Control Panel Navigation: From there, navigate all the way up to the Control Panel view. Here, you’ll find an Access Levels tab.

  3. Configure User Permissions: In the Access Levels section, you can configure which users have permission to access various features based on their licensing level.

Understanding Access Levels

TFS offers several access levels, each with its own set of permissions:

  • Limited Access: This level allows users to view their work items without needing a Client Access License (CAL). It’s a basic level of access that’s great for users who only need to see their tasks.

  • Standard Access: This is the default access level, which requires a CAL. Users in this group can view all standard features, including:

    • Work item views
    • Agile boards
    • Backlog and sprint planning tools
    • Chart viewing capabilities
  • Full Access: For those who need comprehensive features, the Full Access level is essential. This includes:

    • Agile portfolio tools
    • Team rooms
    • Test case management

However, to access these features, you must have one of the higher-level CALs, such as Test Professional with MSDN, Premium with MSDN, or Ultimate with MSDN.

Setting Default Access Levels

In my case, since everyone accessing my local server had the Ultimate level, I was able to set this as the default access level. After making this change, I simply refreshed my TFS server, and voilà! The extra features appeared, including:

  • Request feedback options
  • Enhanced backlog views with agile portfolio management features
  • A dedicated test tab for additional functionalities

Conclusion

Configuring permissions in TFS can seem daunting at first, but with the right administrative access and understanding of the access levels, it becomes a straightforward process. By ensuring that your team has the appropriate access, you can unlock the full potential of TFS and streamline your project management efforts.

If you find yourself struggling with TFS permissions, remember that the solution often lies in the details of your access levels. Don’t hesitate to reach out to your TFS administrator for assistance, and soon enough, you’ll be navigating the platform with ease.

So when you first open Team Foundation server you might see a message saying some features of Team web access are not visible to you and you click show details there’s an MSDN article on how to solve that problem but it is actually very simple to solve as long as you have your administrator on the TFS server not just on the collection but on the whole server.

You can click on the little cog the top right to go in and administer your server and if you click all the way up to control panel in the view there and you’ll see an access levels tab on access levels and you get to configure which users have permission or have which licensing level.

So you have limited access which is view my work items and you do not need CAL or any sort of access directly paid access TFS in order to get this level. You have standard which is currently the default which is why we get the message to say things aren’t being shown this requires a CAL and so anybody in this group which again is the default will see all of those features there view my work items standard features agile boards backlog and sprint planning tools and the chart viewing.

In order to get full access if I click on full and you’ll see that this also has agile portfolio tools team rooms test case management there’s a few extra things in there over and above. This is only available with the up level CALs which is a test professional with MSDN, a premium with MSDN, an ultimate with MSDN that you need one of those levels to access this.

So you can just add the user accounts for everybody that has that version in there. Now this is my local server everybody accessing it has ultimate so I can just set this as the default level and if I go back to my TFS server and click refresh you’ll see I get the extra features coming in. I get the request feedback on here, I get if I view my backlog I now have the features which is part of the agile portfolio management and I have the test tab which is also an additional feature.

So there you go that’s how you configure permissions for the features that you can’t see.

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