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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.
3 days ago
0
Manage Authorization Groups — Overview and navigation
A comprehensive look at the central module used for configuring authentication groups and managing provisioning targets.
3 days ago
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.
3 days ago
0
Managing Authorization Group members (explicit add, remove, expiry)
Operational procedures for adding or removing members and monitoring their synchronization status with external systems.
3 days ago
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.
3 days ago
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.
3 days ago
0
Editing and deleting an Authorization Group
Important considerations for modifying group attributes and understanding the widespread impact of deleting a group.
3 days ago
0
Group of groups: child groups and inherited membership
Using hierarchical group nesting to automate membership inheritance across different branches of the organization.
3 days ago
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.
3 days ago
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.
3 days ago
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.
3 days ago
0
Parent groups and the Responsibility Of tab
Understanding complex group relationships, including inherited access from parents and administrative control over other groups.
3 days ago
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.
6 days ago
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.
6 days ago
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.
6 days ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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.
3 weeks ago
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
Gérer les groupes d'autorisations - Procédure pas à pas
Cette ressource explique toutes les fonctionnalités de l'application moderne « Gérer les groupes d'autorisations »
3 days ago
1
Qui peut accéder à la gestion des groupes d'autorisation ?
Cette ressource explique qui sont les membres autorisés à accéder à l'application de gestion des groupes.
3 days ago
1
Quels sont les environnements, les types de groupes et la population dans Gérer les groupes d'autorisation ?
Cette ressource explique les différentes caractéristiques qu'un groupe peut avoir dans le workflow de gestion des groupes.
3 days ago
1
Qui est délégué d’un groupe ?
Cette ressource explique le rôle du Délégué d'un Groupe dans l'application "Gérer les Groupes d'Autorisation"
3 days ago
1
Comment créer un nouveau groupe d'autorisation ?
Cette ressource explique comment un membre autorisé peut créer un nouveau groupe dans l'application « Gérer les groupes d'autorisation ».
3 days ago
1
Comment modifier un groupe d'autorisation ?
Cette ressource explique comment modifier les informations d'un groupe dans l'application "Gérer les groupes d'autorisation".
3 days ago
1
Comment ajouter ou supprimer un délégué pour un groupe d'autorisation ?
Cette ressource explique les opérations que vous pouvez effectuer sur les délégués d'un groupe dans l'application « Gérer les groupes d'autorisation », comme l'ajout d'un nouveau délégué ou la suppression d'un délégué existant.
3 days ago
1
Comment définir une règle d'adhésion pour un groupe d'autorisation calculé
Cette ressource explique comment gérer les règles d'adhésion pour un type de groupe calculé dans l'application « Gérer les groupes d'autorisation ».
3 days ago
1
Un membre calculé n'est pas encore acquis, qu'est-ce que cela signifie ?
Cette ressource explique le flux de travail sur les adhésions calculées et leur acquisition.
3 days ago
1
Gérer les événements de désactivation pour un groupe d'autorisation
Cette ressource explique toutes les fonctionnalités de l'application moderne « Gérer les groupes d'autorisations »
3 days ago
1
Qu'est-ce qu'un groupe calculé ?
Cette ressource explique la fonctionnalité d'un groupe calculé dans l'application « Gérer les groupes d'autorisation »
3 days ago
2
Pourquoi ne puis-je pas modifier certains groupes ? (Groupes par défaut)
Cette ressource explique la limitation de la modification de certains groupes, ceux marqués comme groupes par défaut.
3 days ago
1
Qu'est-ce qu'un package d'autorisations ?
Le guide explique ce qu'est un package d'autorisations et comment il peut prendre en charge le processus d'autorisation des autorisations pour nos applications !
6 days ago
1
Comment envoyer une notification manuelle de la barre d'outils à un utilisateur
Le guide explique comment utiliser le Centre de notifications pour envoyer manuellement une notification de la barre d'outils à un utilisateur individuel.
January 2026
9
Comment puis-je communiquer de manière massive aux utilisateurs ou aux catégories d'opérateurs ?
Le guide explique comment utiliser le service InfoComm, qui permet de transmettre des communications via différents canaux, comme dans le widget, dans la barre d'outils ou par courrier électronique. Le service permet également d'envoyer des messages à des catégories d'utilisateurs.
3 weeks ago
3
Comment être activé pour un canal de communication ?
Le guide explique comment utiliser et activer des canaux spécifiques dans le service InfoComm, qui permet de transmettre des communications via différents canaux, comme dans le widget, dans la barre d'outils ou par courrier électronique.
January 2026
5
Comment créer une nouvelle structure dans mon organisation ?
Une structure est une unité au sein de votre organisation qui appartient à un domaine spécifique. Comment en créer un ?
3 weeks ago
4
Comment créer un message d'alerte Widget sur le tableau de bord ?
Vous pouvez afficher des messages personnalisés sur le tableau de bord pour tous vos utilisateurs, voyez comment !
May 2023
16
Comment enregistrer/inviter un nouvel utilisateur dans mon tableau de bord ?
Vous pouvez inviter un nombre illimité d'utilisateurs, voyez comme c'est simple !
3 weeks ago
3
Comment marquer une application comme favorite ?
Vous pouvez sélectionner vos applications préférées et les afficher dans l'encadré dédié sur votre tableau de bord !
January 2026
18
Comment accorder l'accès au panneau de configuration d'administration (ACP)
Il est très simple d'accorder à un utilisateur l'autorisation d'accéder à votre panneau d'administration
3 weeks ago
12
Récupération ou changement de fondateur d'un compte
Dans tous les cas, vous souhaitez transférer les autorisations de fondateur à un autre utilisateur sous votre compte professionnel, il vous suffit de le demander.
January 2026
2
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