The Administrator function allows you to manage organizations, Members, positions, and Employment types, as well as configure permissions, Chat restrictions, Reference data, and Approval workflows.
Overview
The Administrator function is available to users with Administrator permissions.
Administrator permissions are not configured individually; they are automatically granted to users who are set as Administrator or Sub-administrator on the account platform side.
Specifications
Organizations
- You can Create Organization, edit, and Delete organizations, and Change Parent.
- You can add and remove Members from an organization.
- You can import organizations from an org chart image. Multiple images can be Uploaded together.
Restrictions when deleting an organization
If the organization has subordinate organizations, you must choose whether to Delete them along with the parent organization. Organizations will not be deleted without confirmation.
Positions and Employment types
Positions and Employment types are registered as master data and linked to accounts.
They are displayed on the Profile, Chat contact information, and Permission Settings screens.
Permission Settings
The following permissions are granted per User.
- Administrator
- Report Administrator
- Template Management Administrator
On the Permission Settings screen, if a User belongs to multiple organizations, all of those organizations are displayed.
The parent organizations of the user's Organization are also included in the display.
Chat restrictions By organization
You can restrict Chat partners By organization.
When enabled, Members outside the specified organization will no longer appear on the New Chat creation screen.
Reference data
You can register lists such as clients or work locations as Reference data, and use them as options or category suggestions in Report Templates.
For more details, please refer to the following article.
Tell me about Reference data
https://help.communication.teachme.jp/hc/en-us/articles/63594253624473
Approval workflow
You can create an Approval workflow that defines who approves a Report and in what order.
The created Approval workflow is used by setting it in a Template.
For more details, please refer to the following article.
Tell me about Approval workflow
https://help.communication.teachme.jp/hc/en-us/articles/64040290310937
How to use
Set organization restrictions for chat
https://teachme.jp/8/manuals/49955152
Set member permissions
https://teachme.jp/8/manuals/49955131
Add, edit, and delete positions
https://teachme.jp/8/manuals/49955116
Add and remove members of an organization
https://teachme.jp/8/manuals/49955115
Change the position of an organization in the hierarchy
https://teachme.jp/8/manuals/49955085
Create an organization
https://teachme.jp/8/manuals/49955064
Edit and delete an organization
https://teachme.jp/8/manuals/49955067
Import organizations from an org chart image
https://teachme.jp/8/manuals/49955086
Add, edit, and delete employment types
https://teachme.jp/8/manuals/49955119
Create an approval workflow
https://teachme.jp/8/manuals/51976636
Edit, archive, and delete approval workflows
https://teachme.jp/8/manuals/51976685