System Settings – Organizations List

Overview

The administration of Organizations including adding new, or editing existing Organizations, and editing the members within an Organization and their positions can be done in this screen. Organization is for grouping and managing Users and it is possible to hierarchically manage User assignment.
*[User Manager] privilege is required to open this function.

Organizations List

Organizations List

(New registration/Batch change)
(Filter/Organization)
  • filter_list Filter
    • mode_edit_outline Organization Name/Email
    • Will be deleted in the future
      • check_circle (not include in Search Condition)
      • check_circle Only
      • check_circle Except
  • account_tree (Select from Organization Tree)
    • (Open Selectable organization tree list)
(Organizations List)
  • format_list_bulleted
    • Name / Email / Parent Organization (Click to move to details)
(Display control)
  • arrow_drop_down (View)
    • 10, 20, 50, 100, 200, 500, 1000
  • navigate_before Page navigate_next

Capture

Notes

  • The search box allows you to search for an Organization by name or email address
  • It is possible to filter out Organizations marked as “Will be deleted in the future”, or to filter so that only Organizations marked as such can be viewed
  • To add a new Organization click [New Organization] button to open the window
  • To add multiple Organization at once, click [Import Organization] to open the window
  • To change the Organization specified in Operator settings in all Apps in batch, click [Batch change Operator settings] to open the window

See also

Organization Details

Organization Details

(Organization Name)
(Organization info)
  • format_list_bulleted
    • Organization ID / Name / Email / Parent Organization / Child Organization / Will be deleted in the future
  • search Apps referring to the organization
    • format_list_bulleted Apps referring to the organization : (Organization name)
      • App ID : App name (link App Details)
  • close Delete Organization
Users
  • (Addition of User)
    • mode_edit_outline (Search for a user): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select yourself): You will be entered
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
    • crop_din Add
  • (Users list)
    • crop_din Delete
    • format_list_bulleted
      • check_box / Name / Email / Position / edit
        • edit(Edit Position)
          • arrow_drop_down (No Position) / (Registered Position name)
  • (Display control)
    • arrow_drop_down (View)
      • 10, 20, 50, 100
    • navigate_before Page navigate_next
Authorization
  • arrow_drop_down System-wide
    • System Administrator / User Manager
  • arrow_drop_down Workflow
    • App Creator
    • App Authorization
      • format_list_bulleted
        • App / App Administrator / Case Manager / Data Viewer / Data Viewer (only Progress Information)
  • arrow_drop_down Collab Chat
    • Public Channel Creator / Private Channel Creator

keyboard_return Back To Organization List

Notes

  • search Apps referring to the organization : Lists the Workflow Apps in which the Organization is specified in the App definition
  • In Users, edit the Users who belong to the Organization, and their position within the Organization
    • Specify a User then click [Add]
    • Specify the Position in the Organization from edit
    • Check the checkboxes in the list, then click [Delete]
    • When the System-wide, Workflow or Collab Chat Authorization is granted to an Organization, all Users who belong to the target Organization have the authority and lose it if they leave the Organization
  • An Organization associated with Child Organization as the Parent cannot be deleted
    • Please delete all Child Organizations first
  • in Authorization you can check authorizations which have been granted to Organization
    • System-wide displays the authorization the members of the Organization have as a System Administrator or a User Manager
    • Workflow displays the authorization the members of the Organization have as an App Creator and their App Authorization
      • App Authorization displays a list of the Apps the members of the Organization have access to and their level of authorization for each
    • Collab Chat displays the authorization the members of the Organization have as a Public Channel Creator or a Private Channel Creator
    • “+”: authorization is granted to all users belonging to the Organization
    • (With Position) / (No Position) / Position name: authorization is granted to users who belong to the Organization with the specified Position
    • “-“: no authorization
  • The Position assigned to a User can be used to narrow down the candidates in the following settings

See also

New Organization/Edit Property

New Organization/Edit Property

New Organization
  • mode_edit_outline Name *
  • mode_edit_outline Email
  • Parent Organization *
    • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value

keyboard_return Back To Organization List

Edit Property
  • mode_edit_outline Name *
  • mode_edit_outline Email
  • Parent Organization *
    • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
  • check_box Will be deleted in the future

keyboard_return Back To Organization List

Capture

Notes

  • Organization Name must not conflict with other Organizations
  • At the time of creating a new Organization, the root organization will be specified as the Parent Organization by default
  • If [Will be deleted in the future] is checked , the App in which the Organization is specified in the Operator setting will result in a definition error
    • Ask the administrator of the App to change the Operator setting before deleting the organization
    • To identify the target Apps, use [Apps referring to the organization]
  • The Organization that is marked [Will be deleted in the future] cannot be newly added in the Operator settings
  • The root Organization cannot be marked as “Will be deleted in the future”

See also

Import CSV List

Import CSV List

Download All
  • download_2 CSV Download (UTF-8)
  • download_2 CSV Download (Excel Compatible)
Import CSV List
  • mode_edit_outline CSV Text *
    • folder_open Choose File
  • crop_din Confirm
Synchronize with Google Workspace
  • mode_edit_outline Domain
  • crop_din Confirm

keyboard_return Back To Organization List

Capture

Notes

  • You can import a list of Users by selecting a prepared CSV file with the Choose file button, or User details can be typed directly into the CSV Text box
  • By clicking [Confirm] button in Synchronize with Google Workspace, you can synchronize with Google Workspace group information of which entered in [Domain] (Advanced and higher Editions)
    • You may be asked to sign in to the specified domain Google Workspace and grant permission
    • API access must be enabled on G Suite
    • Clicking the [Confirm] button displays a list of Organizations to be added, so select the Organizations to be added using the checkboxes
    • There is an upper limit to the number of records that can be registered in a batch
      • Users: 1000, Organizations/Roles: 300

See also

Batch change Operator settings

This function allows you to change the candidate Organizations responsible for Human Tasks across multiple Apps at the same time. For example, if there are a series of Tasks in various Apps that are handled by the Human Resources Department, but you want the Accounts Department to deal with these instead, you can use Batch change to amend all of them at the same time, instead of having to edit each App individually.

Batch change Operator settings

  • open_in_browser All Apps (App select)
    • arrow_drop_down All Categories
    • check_box star
    • mode_edit_outline App Name
    • format_list_bulleted (App Name)
    • (Display control)
      • arrow_drop_down (View)
        • 10, 20, 50, 100
      • navigate_before Page navigate_next
  • check_circle Target App Versions
    • Developing
    • Latest
  • Change rules of Organizations
    • From
      • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
        • search(Search): Enter by selecting from list display of all candidates
        • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
        • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
        • close (Clear): Clear the entered value
    • To
      • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
        • search(Search): Enter by selecting from list display of all candidates
        • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
        • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
        • close (Clear): Clear the entered value
      • add (add rule)
    • crop_din Run Test
      • format_list_bulleted Run Test (Completed number/Target Apps number)
        • check_box App ID : App Name (link App Details)
    • crop_din Update
      • format_list_bulleted Update (Completed number/Target Apps number)
        • check_box App ID : App Name (link App Details)

Capture

Notes

  • In addition to [User Manager] Authorization, you need [System Administrator] Authorization to use this function
    • The button is not displayed unless you have [System Administrator] Authorization
  • You can also change by specifying a specific application
    • You can change Apps even if you don’t have [App Administrator] Authorization on them
  • Select the Organization that is currently named as a Candidate that you wish to change in the “From” column, and in the “To” column select the Organization that will become responsible for the Tasks
    • To specify multiple organizations, click add to add setting fields (up to 50)
  • Click [Run Test] or [Update] to open a list of Apps to be changed
    • It will be scanned sequentially and the Apps to be modified will be marked with check
    • By [Run Test], you can check the list of Apps to be changed (settings will not be changed)
  • Specifying [Latest] in Target app versions will also target the Operators for Cases that have already started as new organization candidates
  • Snapshots of Developing version and Debugging Case are not subject to change

See also

M307: Bulk Update [User] and [Organization] in Line with the Organization Restructure

Related posts

Support Site Links

Community

Latest Version

  • Version 18.0: Renamed “Process” to “Case” and Expanded Markdown Support

Discover more from Questetra Support

Subscribe now to keep reading and get access to the full archive.

Continue reading