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/Download/Organization)
  • (Filter)
    • Organization Name/Email
  • (Download All)
    • CSV Download (UTF-8)
    • CSV Download (Excel Compatible)
  • (Select from Organization Tree)
    • (Open Selectable organization tree list)
(Organizations List)
    • Name / Email / Parent Organization (Click to move to details)
(Display control)
  • (View)
    • 10, 20, 50, 100, 200, 500, 1000
  • Page

Capture

Notes

  • The search box allows you to search for an Organization by name or email address
  • 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

Specification changed: Version 14.1

Organization Details
(Organization Name)
(Organization info)
    • Organization ID / Name / Email / Parent Organization / Child Organization
  • Apps referring to the organization (Version 14.1 and later)
    • Apps referring to the organization : (Organization name)
      • App ID : App name ( App Details)
  • Delete Organization
Users
  • (Addition of User)
    • (Type name / email address.)   (Search)   (Clear)   (Select yourself)   (Select from Organization Tree)
    • Staff member/Leader
    • Add
  • (Users list)
    • Switch to Leader   Switch to Staff Member   Delete
      • / Name / Email / Position
System Authorization
    • System Administrator / User Manager / App Creator

App Authorization
    • App / App Administrator / Process Manager / Data Viewer / Data Viewer (only Progress Information)
  • Back To Organization List

Capture

Notes

  • Apps referring to the organization (Version 14.1 and later): Lists the Workflow Apps in which the Organization is specified in the App definition
    • 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]
    • Released [Latest] version Apps are the target
      • Includes suspended Apps
  • In Users, edit the Users who belong to the Organization, and their position within the Organization
    • Specify a User and position, and then click [Add]
    • Check the checkboxes in the list, then click [Switch to Leader], [Switch to Staff member], or [Delete]
    • An Organization can have multiple Leaders
    • If Organizations do not have any associated User, a warning will be displayed
    • When the System Authorization or the App Authorization are 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
  • You can check authorizations which have been granted to Organization in System Authorization and App Authorization sectons
    • “+”: authorization is granted to Organization
    • “Leader”: authorization is granted to only the leader(s)
    • “-“: no authorization
  • App Authorization section lists all the Apps for which authorization has been given

See also

New Organization/Edit Property

Configs:New Organization/Edit Property
New Organization
  • Name *
  • Email
  • Parent Organization *
    • (Type name / email address.)   (Search)   (Clear)   (Select your main Organization)   (Select from Organization Tree)
  • Back To Organization List
Edit Property
  • Nme *
  • Email
  • Parent Organization *
    • (Type name / email address.)   (Search)   (Clear)   (Select your main Organization)   (Select from Organization Tree)
  • Back To Details

Capture

Notes

  • Organization Name must not conflict with other Organizations
  • At the time creating a new Organization, the root organization is specified as the Parent Organization by default

See also

Import CSV List

Configs: Import CSV List
Import CSV List
  • CSV Text *
    • Browse…
  • Confirm
Synchronize with Google Workspace  
  • Domain
  • Confirm
  • 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

Specification changed: Version 14.1

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.

Configs: Batch change Operator settings
  • All Apps (App select)
    • All Categories
    • App Name
    • (App Name)
    • Page
  • Target App Versions
    • Only developing versions
    • All versions including developing versions and latest version
  • Change rules of Organizations
    • From
      • (Type name / email address.)   (Search)   (Clear)   (Select your main Organization)   (Select from Organization Tree)
    • To
      • (Type name / email address.)   (Search)   (Clear)   (Select your main Organization)   (Select from Organization Tree)
  • Run Test
    • Run Test (Completed number/Target Apps number)
      • App ID : App Name ( App Details)
  • Update
    • Update (Completed number/Target Apps number)
      • App ID : App Name ( 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 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 [All versions including developing version and latest version] will also target the Operators for Processes that have already started as new organization candidates

See also

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

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