User Manual

08.13.2024

MANUAL

Group Management Function

## Overview This is a mechanism that groups "「Users」" or "[Depts](/en/manual/table-management-choices-text-depts)" and enables access control on a group basis. One user can belong to multiple groups. ## Limitations ### Access Restrictions with [Security.json](/en/manual/security-json) [Security.json](/en/manual/security-json) has a function that allows access to Pleasanter on an organizational unit by setting "AllowIpAddresses" and "IpRestrictionExcludeMembers" together. If you are using this function to enable access to an organizational unit, please note that deleting/disabling a department/deleting a user who belongs to it will prevent the user from accessing Pleasanter. Suppose a user with important administrative privileges such as a tenant administrator can no longer access Pleasanter. In that case, it may be necessary to change the device's IP address or reconfigure [Security.json](/en/manual/security-json). *If you have not restricted access by IP address using "AllowIpAddresses" in [Security.json](/en/manual/security-json), you do not need to consider the above restrictions. ## Group Management You can manage group information such as group name and members. ![image](https://pleasanter.org/binaries/b46e3814f4bc4c2fafcb5115419606f4) 1. Open the "Manage" menu and click "Group Management". 2. Enter the required information in the table below. |Item name|Description|Setting method| |:---|:---|:---| |Group ID|ID used in the system|Automatically entered by the system| |Version|Version number used in the system|Automatically entered by the system| |Group Name|Group name|Enter any group name| |Description|Group description|Enter any description| |Disable|Set to enable/disable group setting|Check to disable group| |LDAP Sync|Group created with LDAP sync|Automatically entered by the system| |Save as New Version|Specify to count up the version|Check to count up the version| 3. Click the "Update" button. ## Create a Group You can create a group by the following operations. 1. Open the "Manage" menu and click "Group Management". 1. Click the "Create New" button. 1. Enter the required information in the table below. |Item name|Description|Settings| |:---|:---|:---| |Group ID|ID of the target group|Unique number is automatically assigned| |Version|Change history number|Counts up automatically when updated| |Group name|Group name|Set an arbitrary group name| |Description|Field for additional explanation|Enter any text| 1. Click the "Create" button. ## Delete a Group You can delete a group by performing the following operation. "Tenant Administrator Privileges" and "Group Administrator Privileges" are required for this operation. 1. Open the "Manage" menu and click "Group Management". 1. Click the target group. 1. Click the "[Delete](/en/manual/table-record-delete)" button. ## Disable a Group You can disable a group by performing the following operation. When a group is disabled, access control by group will be disabled. "Tenant Administrator Privileges" and "Group Administrator Privileges" are required for this operation. 1. Open the "Manage" menu and click "Group Management". 1. Click the target group. 1. Check "Disabled". 1. Click the "Update" button. If you uncheck "Disabled" and click the "Update" button, the disabled group will be enabled. ## Add Users/Departments to a Group You can add users or departments to a group by following the steps below. "Tenant Administrator Privileges" and "Group Administrator Privileges" are required for this operation. 1. Open the "Manage" menu and click "Group Management". 1. Click the target group. 1. Click the "Members" tab. 1. Enter the user name or department name to add to the group in "Available Members" on the right side of the screen and search. *1 1. Select the target to add and click the "Add" button. 1. Click the "Administrator" button to grant group management privileges. 1. Click the "Update" button. *1 Enter "%" in the search field and press Enter to display all registered users/departments. ## Delete Users/Departments to a Group You can delete users or departments from a group by following the steps below. "Tenant Administrator Privileges" and "Group Administrator Privileges" are required for this operation. 1. Open the "Manage" menu and click "Group Management". 1. Click the target group. 1. Click the "Members" tab. 1. Select the user or department name to be removed from the group in "Current Members" on the left side of the screen. 1. Click the "[Delete](/en/manual/table-record-delete)" button. 1. Click the "Update" button. ## Group Management Permission for Each User It is also possible to set group management permission authority and group creation permission authority for each user. Please refer to "「User Management Function: Creation」" in the manual for setting. ## Search for Users/Departments belonging to a Group You can search for groups by specifying users/departments belonging to the group with the following operation. "Tenant Administrator Privileges" and "Group Administrator Privileges" are required for this operation. 1. Open the "Manage" menu and click "Group Management". 1. Enter the string to search for in the "[Departments](/en/manual/table-management-choices-text-depts)" or "「Users」" input item of "[Filter](/en/manual/table-record-search)" and press the Enter key. The input string when searching for a department or user will search the following items. |Item name|Search target| |:---|:---| |Department| Department Name / Department Code / Description | |User| Login ID / Name / User Code / Description | 1. Search results are displayed in the group list. 1. Click the target group from the search results. 1. Click the "Members" tab. ## Add Child Groups to a Group You can add child groups to a group by following the steps below. "Tenant Administrator Privileges" and "Group Administrator Privileges" are required for this operation. 1. Open the "Manage" menu and click "Group Management". 1. Click the target group. 1. Click the "「Child Group」" tab. 1. Enter the group name to add to the group in "Available groups" on the right side of the screen and search. *1 1. Click the "Update" button. *1 Enter "%" in the search field and press Enter to display all registered groups. ## Delete Child Groups from a Group You can delete child groups from a group by following the steps below. "Tenant Administrator Privileges" and "Group Administrator Privileges" are required for this operation. 1. Open the "Manage" menu and click "Group Management". 1. Click the target group. 1. Click the "「Child Group」" tab. 1. Select the group name to be removed from the group in "Current Child Groups" on the left side of the screen. 1. Click the [Delete](/en/manual/table-record-delete) button. 1. Click the "Update" button. ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/table-record-search">Table Function: Search for Record (Filter)</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-record-delete">Table Function: Delete Record</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-choices-text-depts">Table Management: Editor: Item Detail Settings: Option List: Departments</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/dept">Department Management Function</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/group-import">Group Management Function: Import/export</a><span>08.14.2024 up</span></li> <li><a href="/en/manual/group-bulk-delete">Group Management Function: Bulk deletion</a><span>08.14.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
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