Maintaining system privileges in Workflow Apps on a per-user basis can be very time-consuming. In Questetra you can configure Privileges by "Group Units" using the [Organization] or [Role] features. [Organization] is represented as a tree structure, such as "Company - General Affairs Department - Human Resources Department", so you can use its hierarchical structure to manage the User affiliations.
1. Overview of the Advantages of Grouping Users in a Tree Structure
- a. Grant System Privileges
E.g. Grant Administrator Privileges to the Users who belong to 'IT Department'
- b. Grant Local Privileges
E.g. Grant [Data Viewer] Authorization to Users who belong 'Sales Headquarters' and its sub-organizations
- c. Set Allocation Rules
Define Business Rules, e.g. to request a review from someone in the Parent Organization
- Granted privileges and Authorization will be revoked at the time the User is removed from the [Organization].
- Setting Privileges by User is also available. (You do not have to define all groups in an Organization.)
2. Add Organizational Unit Tree Structure
- 1. Name the Root Organization
Name the Organization which will contain all the Users who log in to Questetra.
- 2. Add Sub-organizational Units
Consider grouping to which all users can belong then add them as [Organization]
R3030: Properties of Organization
R3031: Samples of Organizational Tree
R3032: Formats for CSV Bulk Addition (Organization)
System Settings – Organizations List
- When using in-house members name the root organization, e.g. "Company" or "example.com"
- When using between multiple companies use expressions such as "X Project" or "All Traders"
- E.g. Root Organization: "00. Company", sub-organization: "10. Officers", "20. Management Dept.", "30. Sales Dept."
- Subdivide the Organizational unit that is used in the definition of Allocation rules or setting Data Viewing Authorization
- You can also import in batches with CSV data
3. Configure Properties of Each Organization
- 1. Set up Positions
This setting enables the definition of Workflow Apps like "Approval by the manager of an Organization"
- 2. Set the Organization's Email Address
This setting enables the definition of Workflow Apps like "Auto-sending Emails to all members of an Organization"
System Settings – Position List
- Select and set a Position from the list of pre-registered Positions