Last updated Dec 18, 2017

Add [Organization] Units for Users Grouping

When it comes to the maintenance of Allocations in the Business Process or System privileges, it will take a big effort to perform it for each “User unit”. In Questetra, you can configure them by "Group Unit" using the Grouping feature called [Organization] or [Role]. [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.

Add [Organization] Units for Users Grouping

a. Grant System Privilege
Grant, e.g. Administrator Privileges to the Users who belong to ‘IT Department’.
b. Grant Local Privilege
Grant, e.g. Data Viewer Authorization to the Users who belong ‘Sales Headquarters’ and its sub-organization.
c. Set Allocation Rule
Define Business Rules, e.g. request reviewing to anyone in the Parent Organization.
  • Granted privileges and authorizations will be revoked at the time the User is removed from the Organization.
  • Setting by User unit is also available. (You do not have to define all the groups into Organization.)
1. Name the Root Organization
Name the Organization which to contain all the Users who log in to Questetra.
2. Add Suborganizational Units
Make a grouping for all the Users to be assigned, then add as Organization.

R3030 Properties of Organization

R3031 Samples of Organizational Tree

R3032 Formats for CSV Bulk Addition (Organization)

  • In case using within in-house members, name the root organization, e.g. “Company” or “example.com”.
  • In case using among multiple companies, set the representation, e.g. “X Project” or “All Traders”.
  • e.g. Root Organization:”00. Company”, suborganization:”10. Officers”, “20. Management Dept.”, “30. Sales Dept.”
  • Subdivide to the Organizational unit that is used in the definition of Allocation rules or setting of Data Viewing Authorization.
  • You can also add in batch with CSV data.
1. Set Leaders
This setting enables to define Business Processes, e.g. “Approval by the belonging Organization Leader”.
2. Set Organizational Address
This setting enables to define Business Processes, e.g. “Auto-sending Emails to all the members of an Organization”.
  • You can set more than one User as Leaders. (e.g. Set both Department Manager and Deputy Department Manager as Leaders.)