System Settings – Organizations List

• TOC
  • Organizations List
  • Organization Details
  • New Organization/Edit
  • Import
  • Batch change Operator settings

Organizations List

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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

• R3031: Samples of Organizational Tree
• R3052: Recommended Procedures of Setting at the Beginning
• How do I allocate a Step of Approval to the superior of the applicant?

Organization Details

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Notes

• 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

• M303: Add [Organization] Units to Group User Accounts
• System Settings – System Authorization
• System Settings – App Authorization

New Organization/Edit Property

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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

• M303: Add [Organization] Units to Group User Accounts

Import CSV List

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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

• R3032: Formats for CSV Bulk Addition (Organization)
• M307: Bulk Update [User] and [Organization] in Line with the Organization Restructure
• M308: Import [User], [Organization] and Group Settings from G Suite
• Can I Register Information of Accounts in Batch?
• System Settings – Google Connectivity

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.

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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