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Group Management Function

Overview

This is a mechanism that groups "Users" or "Depts" and enables access control on a group basis. One user can belong to multiple groups.

Limitations

Access Restrictions with Security.json

Security.json has a function that allows access to Pleasanter on a department unit by setting "AllowIpAddresses" and "IpRestrictionExcludeMembers" together. If you are using this function to enable access to a department 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 manager can no longer access Pleasanter. In that case, it may be necessary to change the device's IP address or reconfigure Security.json.

*If you have not restricted access by IP address using "AllowIpAddresses" in Security.json, you do not need to consider the above restrictions.

Group Management

You can manage group information such as group name and members.
Group management screen listing group name and members

  1. Open the "Manage" menu and click "Group Management".

  2. Enter the required information in the table below.

    Column 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".
  2. Click the "Create New" button.

  3. Enter the required information in the table below.

    Column 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

  4. Click the "Create" button.

Delete a Group

You can delete a group by performing the following operation. "Tenant Manager Privileges" and "Group Manager Privileges" are required for this operation.

  1. Open the "Manage" menu and click "Group Management".
  2. Click the target group.
  3. Click the "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 Manager Privileges" and "Group Manager Privileges" are required for this operation.

  1. Open the "Manage" menu and click "Group Management".
  2. Click the target group.
  3. Check "Disabled".
  4. 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 Manager Privileges" and "Group Manager Privileges" are required for this operation.

  1. Open the "Manage" menu and click "Group Management".
  2. Click the target group.
  3. Click the "Members" tab.
  4. 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
  5. Select the target to add and click the "Add" button.
  6. Click the "Manager" button to grant group management privileges.
  7. 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 Manager Privileges" and "Group Manager Privileges" are required for this operation.

  1. Open the "Manage" menu and click "Group Management".
  2. Click the target group.
  3. Click the "Members" tab.
  4. Select the user or department name to be removed from the group in "Current Members" on the left side of the screen.
  5. Click the "Delete" button.
  6. 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 Manager Privileges" and "Group Manager Privileges" are required for this operation.

  1. Open the "Manage" menu and click "Group Management".

  2. Enter the string to search for in the "Departments" or "Users" input column of "Filter" and press the Enter key. The input string when searching for a department or user will search the following column.

    Column name Search target
    Department Department Name / Department Code / Description
    User Login ID / Name / User Code / Description

  3. Search results are displayed in the group list.

  4. Click the target group from the search results.
  5. Click the "Members" tab.

Add Child Groups to a Group

You can add child groups to a group by following the steps below. "Tenant Manager Privileges" and "Group Manager Privileges" are required for this operation.

  1. Open the "Manage" menu and click "Group Management".
  2. Click the target group.
  3. Click the "Child Group" tab.
  4. Enter the group name to add to the group in "Available groups" on the right side of the screen and search. *1
  5. 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 Manager Privileges" and "Group Manager Privileges" are required for this operation.

  1. Open the "Manage" menu and click "Group Management".
  2. Click the target group.
  3. Click the "Child Group" tab.
  4. Select the group name to be removed from the group in "Current Child Groups" on the left side of the screen.
  5. Click the Delete button.
  6. Click the "Update" button.