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Advanced Authorization Group rule sets: splitting, AND/OR logic between sets, and manual SQL rules
Leveraging sophisticated logic and manual SQL conditions to handle membership scenarios that require complex data filtering.
April 2026
0
Manage Authorization Groups — Overview and navigation
A comprehensive look at the central module used for configuring authentication groups and managing provisioning targets.
April 2026
0
Creating a new Authorization Group
Navigating the creation wizard to define how a group should function, who it should contain, and where it applies.
April 2026
0
Managing Authorization Group members (explicit add, remove, expiry)
Operational procedures for adding or removing members and monitoring their synchronization status with external systems.
April 2026
0
Calculated Authorization Groups: rule builder, logic sets, and force acquisition
Building automated membership rules that use background logic to keep group populations accurate without manual input.
April 2026
0
Authorization Group delegates and responsibles
Defining the ownership structure of a group to determine who has the authority to manage its members and settings.
April 2026
0
Editing and deleting an Authorization Group
Important considerations for modifying group attributes and understanding the widespread impact of deleting a group.
April 2026
0
Group of groups: child groups and inherited membership
Using hierarchical group nesting to automate membership inheritance across different branches of the organization.
April 2026
0
Authorization Group provisioning: Office 365 and Cloud Files synchronization
How the platform pushes local group memberships to external cloud services like Microsoft Azure AD and shared file storage.
April 2026
0
Understanding the Applications and Permissions tab in an Authorization Group
Using the consolidated view to see exactly which application rights and cloud licenses are linked to a specific group.
April 2026
0
Checking a user's Authorization Group memberships (Check User)
A dedicated tool for searching across all groups to see a user's full membership profile and their management roles.
April 2026
0
Parent groups and the Responsibility Of tab
Understanding complex group relationships, including inherited access from parents and administrative control over other groups.
April 2026
0
How to Create and Configure a Permission Package
Step-by-step guide to creating a new Package, editing its settings, and adding the permissions it will grant to users.
April 2026
0
How to Assign a Permission Package to Users
Walk through the four-step assignment wizard: select the package, find and add users, review permissions, and confirm — generating an audit PDF automatically.
April 2026
0
Understanding the Package User Details View and Permission Status Badges
What each permission status badge means, how to read the dot indicators, and when a permission is considered Divergent, Active Legacy, or Disabled.
April 2026
0
How to edit an Area or Department
How to update the title, description, or manager of an existing structure — and how to move a Department under a different Area.
April 2026
0
How to delete a structure and restore it from the Recycle Bin
Deleting a structure moves it to the Recycle Bin — it is not permanently removed. Learn the pre-conditions, what happens to assigned users, and how to restore.
April 2026
0
How to invite a single user (Single Invite)
A walkthrough of the Single Invite form: account details, password options, Digital Identity, delivery options, and the live email preview.
April 2026
0
Managing Pending Activation accounts
A pending account has been created but not yet activated. Learn how to send the activation link or generate a password directly, and the difference between the two.
April 2026
0
User List — viewing all accounts, statuses and identity records
The User List view provides a full overview of all accounts in your organization: activation status, Digital Identity presence, last login, and last activity.
April 2026
0
Understanding account status codes
Each account in OpenStudio has a status code that determines whether the user can log in and how. Here is what each value means.
April 2026
0
What is "Recognition" and how to complete it for a user
Recognition is the process of formally verifying that a user's Digital Identity has been confirmed in person or against official documents. Here is what it records and how to complete it.
April 2026
0
Manage Credentials — overview and what administrators can do
Manage Credentials is the administrative tool for editing user account settings: email, password, timezone, language, account status, and 2FA reset.
April 2026
0
How to reset a user's password or 2FA
Step-by-step guide for administrators to reset a user's password or disable their Two-Factor Authentication from the Manage Credentials application.
April 2026
0
Manage Contacts — managing user phone numbers, email addresses, and prefixes
Manage Contacts lets authorized administrators view and edit the phone numbers and email addresses registered for each user in the directory.
April 2026
0
URL Shortener — how to create and manage short links
The URL Shortener lets you create compact links hosted under your organisation's domain. Each link tracks visit counts automatically.
April 2026
0
Manage Intranet — overview of Pages, News and Analytics
Manage Intranet is the administration tool for the organisation's internal website. It is divided into three sections: Pages & Structure, News Center, and Engagement Analytics.
April 2026
0
How to publish and manage Intranet news articles
The News Center section of Manage Intranet lets you write, publish, edit and moderate news articles and announcements visible to all Intranet users.
April 2026
0
Understanding the five sources of a permission
A user can receive access to an application from five different sources: Manual, Profile, Package, Auto-Rule, or Founder. Here is how they interact.
April 2026
0
How to use Permission Packages to provision roles
A Permission Package bundles multiple cross-application permissions into a single reusable assignment. Grant an entire role to a user in one operation.
April 2026
0
How to create and assign Permission Profiles
A Permission Profile is a reusable template for a single application. Assign it to users and they automatically inherit all defined permissions — with changes propagating instantly.
April 2026
0
Understanding automatic permission rules (auto-inherit)
Some permissions are granted automatically based on group membership or organizational role. Here is how automatic rules work and how to interpret them.
April 2026
0
How to grant, edit and revoke a manual permission
Step-by-step guide to manually granting access to a specific application permission, editing an existing grant, and revoking it.
April 2026
0
How to set a time-limited (expiring) authorization
Grant access for a fixed period — ideal for contractors, temporary roles, or project-based access. The permission expires automatically on the set date.
April 2026
0
Permission Packages: Sync, Remove and Re-enable a user
How to keep Package permissions aligned over time: syncing updated values, removing a user, and re-assigning a Package to a user who was previously unassigned.
April 2026
0
How to export and import users with a CSV file (Bulk Registration)
The Bulk Invite feature lets you create multiple accounts in a single operation — either by entering rows manually or uploading a CSV file. A preview step lets you review everything before any accounts are created.
April 2026
0
Automatic Email Notifications for your organization
OpenStudio sends automated email notifications for key events. This guide explains which events trigger emails and how administrators can configure notification behavior.
April 2026
0
How to configure and use the Organization Chart
The Organization Chart provides a visual representation of your organization's hierarchy. This guide explains how to access it, what it shows, and how to interact with it.
April 2026
0
How to manage the Organization Address Book and user contacts
The Address Book lets you search for internal users and organisational structures, view contact details, and download vCard files.
April 2026
0
How to Perform the Semi-Annual Permissions Hub verification
Guidelines for completing the mandatory periodic certification required to maintain high standards of organizational security.
February 2026
1
Permissions supervision Hub: Monitoring Expiring Permissions & 14-Day Alerts
How to use the proactive warning system to prevent service interruptions before temporary permissions automatically expire.
February 2026
0
Managed staff permissions supervision: Auditing a User's Full Permission Matrix
Deep-diving into a collaborator’s full authorization profile to see how multiple sources combine into their effective access.
February 2026
0
How to Browse the Staff Authorization Directory
How to navigate the organizational hierarchy to find specific collaborators within your authorized area of supervision.
February 2026
0
Overview: Authorization Supervision Hub & Launchpad
An introduction to the governance tools that allow managers to monitor the compliance and safety of their team's access.
February 2026
0
How to see the permissions and authorizations of a specific user
Methods for auditing an individual user’s active authorizations to understand exactly what they can access and why.
February 2026
0
How to customize the style of my dashboard
A guide to personalizing the visual workspace through theme branding, sidebar configurations, and layout adjustments.
February 2026
0
How to change the logo of your organization
How to maintain a consistent brand identity by updating your organization's logo across the dashboard and generated documents.
February 2026
0
I can't delete an area or a department
If the delete button is missing or disabled, here are the reasons why — and what to do about it.
April 2026
0
How can I structure my organization?
Openstudio allows you to structure your organization on two different levels of hierarchy: Areas/Divisions and Departments
January 2026
0
Administrar grupos de autorización: tutorial
Este recurso explica todas las funcionalidades de la moderna aplicación "Administrar grupos de autorización".
April 2026
1
¿Quién puede acceder a Administrar grupos de autorización?
Este recurso explica quiénes son los miembros autorizados para acceder a la aplicación de Gestión de Grupos.
April 2026
1
¿Cuáles son los entornos, tipos de grupos y población en Administrar grupos de autorización?
Este recurso explica las diferentes características que puede tener un grupo en el flujo de trabajo de administración de grupos.
April 2026
1
¿Quién es un delegado de un grupo?
Este recurso explica el rol del Delegado de un Grupo en la aplicación "Administrar Grupos de Autorización"
April 2026
1
¿Cómo crear un nuevo grupo de autorización?
Este recurso explica cómo un miembro autorizado puede crear un nuevo grupo en la aplicación "Administrar grupos de autorización".
April 2026
1
¿Cómo modificar un grupo de autorización?
Este recurso explica cómo puede cambiar la información de un grupo en la aplicación "Administrar grupos de autorización"
April 2026
1
¿Cómo agregar o eliminar un delegado para un grupo de autorización?
Este recurso explica las operaciones que puede realizar con los delegados de un grupo en la aplicación "Administrar grupos de autorización", como agregar un nuevo delegado o eliminar uno existente.
April 2026
1
Cómo definir una regla de membresía para un grupo de autorización calculado
Este recurso explica cómo puede administrar las reglas de membresía para un tipo de grupo calculado en la aplicación "Administrar grupos de autorización".
April 2026
1
Aún no se han adquirido miembros calculados, ¿qué significa?
Este recurso explica el flujo de trabajo sobre membresías calculadas y su adquisición.
April 2026
1
Administrar eventos de desactivación para grupos de autorización
Este recurso explica todas las funcionalidades de la moderna aplicación "Administrar grupos de autorización".
April 2026
1
¿Qué es un grupo calculado?
Este recurso explica la funcionalidad de un grupo calculado en la aplicación "Administrar grupos de autorización".
April 2026
2
¿Por qué no puedo modificar algunos grupos? (Grupos predeterminados)
Este recurso explica la limitación de modificar ciertos grupos, los marcados como grupos predeterminados.
April 2026
1
¿Qué es un paquete de permisos?
¡La guía explica qué es un Paquete de Permisos y cómo puede respaldar el proceso de autorización de permisos para nuestras aplicaciones!
April 2026
1
Cómo enviar una notificación manual de la barra de herramientas a un usuario
La guía explica cómo utilizar el Centro de notificaciones para enviar manualmente una notificación de la barra de herramientas a un usuario individual.
January 2026
9
¿Cómo puedo ofrecer comunicación masiva a usuarios o categorías de operadores?
La guía explica cómo utilizar el servicio InfoComm, que permite enviar comunicaciones a través de diferentes canales, como en el widget, en la barra de herramientas o por correo electrónico. El servicio también permite enviar mensajes a categorías de usuarios.
April 2026
3
¿Cómo habilitarse para un Canal de Comunicación?
La guía explica cómo usar y habilitar canales específicos en el servicio InfoComm, que permite enviar comunicaciones a través de diferentes canales, como en el widget, en la barra de herramientas o por correo electrónico.
January 2026
5
¿Cómo crear una nueva estructura en mi organización?
Una estructura es una unidad dentro de su organización que pertenece a un área específica. ¿Cómo crear uno?
April 2026
4
¿Cómo crear un mensaje de alerta de widget en el panel?
Puede mostrar algunos mensajes personalizados en el panel para todos sus usuarios, ¡vea cómo!
May 2023
16
¿Cómo registrar/invitar a un nuevo usuario en mi panel de control?
Puedes invitar a un número ilimitado de usuarios, ¡mira lo fácil que es!
April 2026
3
¿Cómo marcar una aplicación como favorita?
¡Puedes seleccionar tus aplicaciones favoritas y mostrarlas en el cuadro dedicado en tu tablero!
January 2026
18
Cómo otorgar acceso al Panel de Control de Administración (ACP)
Es realmente fácil otorgar permiso a un usuario para acceder a su panel de administración.
April 2026
12
Recuperación o cambio de fundador de una cuenta
En cualquier caso que desee transferir los permisos de fundador a otro usuario de su cuenta comercial, sólo tiene que solicitarlo.
January 2026
2
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