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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.
last month
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Manage Authorization Groups — Overview and navigation
A comprehensive look at the central module used for configuring authentication groups and managing provisioning targets.
last month
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Creating a new Authorization Group
Navigating the creation wizard to define how a group should function, who it should contain, and where it applies.
last month
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Managing Authorization Group members (explicit add, remove, expiry)
Operational procedures for adding or removing members and monitoring their synchronization status with external systems.
last month
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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.
last month
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Authorization Group delegates and responsibles
Defining the ownership structure of a group to determine who has the authority to manage its members and settings.
last month
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Editing and deleting an Authorization Group
Important considerations for modifying group attributes and understanding the widespread impact of deleting a group.
last month
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Group of groups: child groups and inherited membership
Using hierarchical group nesting to automate membership inheritance across different branches of the organization.
last month
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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.
last month
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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.
last month
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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.
last month
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Parent groups and the Responsibility Of tab
Understanding complex group relationships, including inherited access from parents and administrative control over other groups.
last month
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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
Manage Authorization Groups — Walkthrough
This resource explains all the functionalities of the modern "Manage Authorization Groups" application
last month
1
Who can access Manage Authorization Groups?
This resource explains who are the authorized members to access the application for Groups Management.
last month
1
Authorization Groups: context types, population types, and user scope
This resource explains the different characteristics a group can have in the groups management workflow.
last month
1
Who is a Delegate for an Authorization Group?
This resource explains the role of the Delegate of a Group in the application "Manage Authorization Groups"
last month
1
How to create a new Authorization Group?
This resource explains how an authorized member can create a new group in the application "Manage Authorization Groups".
last month
1
How to modify an Authorization Group?
This resource explains how you can change the information of a group in the "Manage Authorization Groups" application
last month
1
How to add or remove a Delegate for an Authorization Group?
This resource explains the operations you can perform on Delegates for a group in the "Manage Authorization Groups" application, such as adding a new delegate or removing an existing one.
last month
1
How to define a Membership Rule for a Calculated Authorization Group
This resource explains how you can manage Membership Rules for a Calculated Group type in the "Manage Authorization Groups" application
last month
1
A calculated member is not Acquired yet — what does it mean?
This resource explains the workflow on calculated memberships and their acquisition.
last month
1
Manage Deactivation Events for an Authorization Group
This resource explains all the functionalities of the modern "Manage Authorization Groups" application
last month
1
What is a Calculated Authorization Group?
This resource explains the functionality of a Calculated Group in the "Manage Authorization Groups" application
last month
2
Why can't I modify some Authorization Groups? (Default groups)
This resource explains the limitation of modifying certain groups, those marked as default groups.
last month
1
What is a Permission Package?
A Permission Package bundles a set of cross-application permissions into a single reusable unit — grant or revoke an entire role in one operation.
April 2026
1
How to send a manual Toolbar Notification to an user
The guide explains how to use the Notification Center to manually send a Toolbar Notification to an individual user.
January 2026
9
How can I deliver mass communication to users, or categories of operators?
InfoComm lets you send targeted communications to users through three channels: the dashboard widget, the toolbar notification, and email. Here is how to use it.
April 2026
3
How to be enabled for a Channel of Communication?
The guide explains how to use and be enabled for specific channels in the InfoComm service, which allows to deliver communications through different channels - such as in the widget, in the toolbar or via email.
January 2026
5
How to create a new structure in my organization?
A structure is a unit inside your organization that belongs to a specific area. Here is how to create one — at either level of the hierarchy.
April 2026
4
How to create a Widget Alert message on the Dashboard?
You can display some custom messages on the dashboard for all your users, see how!
May 2023
16
How to register/invite a new user in my dashboard?
OpenStudio separates the user account from the digital identity. This guide explains the available registration paths and when to use each one.
April 2026
3
How to mark an application as a favorite?
You can select your favorite applications and show them in the dedicated box on your dashboard!
January 2026
18
How to manage application authorizations and permissions
Manage Permissions is the central hub where administrators can view, grant, edit and revoke any application authorization in the organization.
April 2026
12
Recovery or Change Founder of an Account
In any case you want to transfer the founder permissions to another user under your business account, you only have to ask.
January 2026
2
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