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)
(Roles List)
    • Name
(Display control)
  • (Filter search)
    • Name 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 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

Capture

Notes

  • Users do not have to be associated with any Roles

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 G Suite   *The name of “G Suite” was changed into “Google Workspace” in October 2020.
  • 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 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

See also

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