
Overview
The administration of Roles can be done in this screen. Roles are groups to which Users can be added that are not connected to their Organizational affiliation. Within the workflows they allow Tasks to be allocated to Users with similar responsibilities but who are in different departments.
Roles List
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Notes
- The search box allows you to search for a Role by name
- To add a new Role click [New Role] button to open the window
- To add multiple Organization at once, click [Import Roles] to open the window
See also
Role Details
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Notes
- Users do not have to be associated with any Roles
See also
New Role/Edit
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Notes
- Role Name must not conflict with other Roles
See also
Import Roles
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Notes
- You can import a list of Roles by selecting a prepared CSV file with the Choose file button, or Role 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 (Advanced and higher Editions)
- 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