R3052: Recommended Preliminary Settings Procedures

 

This is the procedure for setting up Users, Organizations, and Roles when starting a new Workflow platform.

0. (Preparation)

• In advance, enumerate the [Organization], [User], [Role] information to be added.
  • Organize the hierarchy of Organizations and Users who belong to the Organization or Role.

1. Register Organization Information

• Add Organizations in bulk.
  • By specifying the Parent Organization properly, hierarchical structures can be registered together.

2. Register User Information

• Add Users in bulk.
  • Since you can specify the Organizations to which Users belong, register them at the same time.
  • if a User belongs to multiple Organizations, enumerate them.

3. Register Role Information

• Add Roles in bulk.
  • Since you can specify members that belong to Roles, register them at the same time.
  • If multiple Users belong to a Role, enumerate them.

4. Grant Authorization

• Grant System Authorizations (or App Authorizations) specifying [Organization] or [User].