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

Configs
(New registration)
(Filter/Download)
  • (Filter)
    • Name
  • (Download All)
    • CSV Download (UTF-8)
    • CSV Download (Excel Compatible)
(Roles List)
(Display control)
  • (View)
    • 10, 20, 50, 100, 200, 500, 1000
  • Page

Capture

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

Role Details
(Role Name)
(Role info)
Users
  • (User list)
      • Name / Email
  • (Control)
    • (User) Add
    • Delete
System Authorization
    • System Administrator / User Manager / App Creator

App Authorization
    • App / App Administrator / Process Manager / Data Viewer / Data Viewer (only Progress Information)

Capture

Notes

  • Users do not have to be associated with any Roles
  • You can check authorizations which have been granted to Role in System Authorization and App Authorization sectons
    • “+”: authorization is granted to Role
    • “-“: no authorization
  • App Authorization section lists all the Apps for which authorization has been given

See also

New Role/Edit

Configs:New Role/Edit Property
New Role
  • Name *
Edit Property
  • Name *

Capture

Notes

  • Role Name must not conflict with other Roles

See also

Import Roles

Configs: Import Roles
Import CSV List
  • CSV Text *
    • Choose file
  • Confirm
Synchronize with Google Workspace  
  • Domain
  • Confirm

Capture

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 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 Google Workspace
    • Clicking the [Confirm] button displays a list of Organizations to be added , so select the Organizations to be added using the checkboxes

See also

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