System Settings – System-wide

Overview

Here you can set the authority to manage the workflow platform system-wide. There are two areas of authorization: System Administrator and User manager. In addition to granting to each User, you can grant using an Organization or Role.

System-wide

System Administrator
  • add_box New Authorization
  • format_list_bulleted
    • disabled_by_default Delete / Authorized Object
  • Authorized User List
User Manager
  • add_box New Authorization
  • format_list_bulleted
    • disabled_by_default Delete / Authorized Object
  • Authorized User List
New Authorization

Add a specific user
  • User*
    • mode_edit_outline (Search for a user): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select yourself): You will be entered
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
Add users related to a specific organization
  • Organization*
    • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
    • Target *
      • check_circle Members of
      • check_circle Members in sub organizations of
    • Position
      • arrow_drop_down (N/A) / (With Position) / (No Position) / (Registered Position name)
Add users of specific role
  • Role *
    • mode_edit_outline (Search for a role/): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • close (Clear): Clear the entered value

Capture

Notes

  • Authorization is split into the following two areas
    • System Administrator
      • This enables general access to system logs, granting authorization, and configuration of connectivity with external applications and changing other miscellaneous settings of the system
    • User Manager
      • This enables the management of User, Organization, Role and Position information
  • Privileges cannot be granted to users who do not belong to any Organization
  • It is more efficient to grant privileges to Organizations/Roles and change users’ Organization/Roles to the appropriate ones than to grant privileges to users individually
  • The display of menus varies depending on which authorization has been granted
  • There are different levels of authorization relating to Apps, which can be configured in each App (App Authorization)
  • Users receiving support by Web FORM or VIDEO CHAT must have System Administrator authorization

See also

1 thought on “System Settings – System-wide”

  1. Pingback: System Settings – Organizations List – Questetra Support

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