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.

Organizations List

Organizations List
(New registration/Batch change)
(Organizations List)
    • Detail
    • Name
    • Email
    • Parent Organization
(Display control)
  • (Filter search)
    • Organization Name/Email: Search
  • (Control bar)
    • Page
    • View
      • 10, 20, 50, 100, 200, 500, 1000
    • Download All
      • CSV Download (UTF-8)
      • CSV Download (Excel Compatible)

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

Organization Details
(Organization Name)
(Organization info)
    • Organization ID / Name / Email / Parent Organization / Child Organization
  • Delete Organization
Users
  • (User list)
      • / Name / Email / Position
  • (Control)
    • User Staff member/Leader Add
    • Switch to Leader Switch to Staff Member Delete

Capture

Notes

  • In Users, edit the Users who belong to the Organization, and their position within the Organization
    • 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

See also

New Organization/Edit Property

Configs:New Organization/Edit Property
New Organization
  • Name *
  • Email
  • Parent Organization *
Edit Property
  • Nme *
  • Email
  • Parent Organization *

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 *
    • Choose file
  • Confirm
Synchronize with G Suite  
  • Domain
  • Confirm

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 G Suite, you can synchronize with G Suite group information of which the displayed G Suite domain
    • It is necessary to specify the G Suite domain to be synchronized in the [Google Connectivity] in advance
    • 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

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.

Configs: Batch change Operator settings
  • Change rules of Organizations
    • From
    • To
  • Target App Versions
    • Only developing versions
    • All versions including developing versions and latest version

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]
  • 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
  • Including the latest (released) version of the App will also target the Operators for Processes that have already started as new organization candidates
  • Click [Confirm] to display the list of Apps to be changed
  • All Apps in which the selected Organizations are specified as Operators will be listed, and all will be checked to be included in the change by default unless you deselect them

See also

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