Organization and Resources
The Organization section is the structural foundation of Process Studio. It allows you to model your company's hierarchy (Companies, Departments, Services) and manage the directory of users, roles, and workflow actors.
A well-structured organization is essential for automatic routing of validation circuits and data security management.
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📂 Section Contents
🏢 Organization Chart
Manage hierarchical structure and internal mobility.
- Organization Management: Hierarchy modeling, service creation, and manager management.
👥 Users and Groups
Administer individual profiles and access rights.
- Resource Management: Creation and management of users, roles, and groups.
- User Profile: Details of user parameters (identity, preferences, rights).
⚙️ Automation and Sync
Optimize your directory population.
- Resource Synchronization: Bulk import via CSV or automatic synchronization with Active Directory (LDAP).
- Actor Scripting: For complex needs requiring dynamic calculation of participants through C# code.
💡 Key Concepts
| Element | Primary Role |
|---|---|
| Service | Structural unit (Department, Subsidiary) with a reference manager for workflows. |
| Role | Set of application privileges applicable to one or more users. |
| Actor | Abstract entity used in the workflow designer (e.g., "The accountant", "The CEO") whose resolution to actual users is dynamic. |
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See also:
- Workflows - To use the organization in your validation processes.
- Navigation - To define accessible views based on roles.