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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
Gerenciar grupos de autorização – passo a passo
This resource explains all the functionalities of the modern "Manage Authorization Groups" application
3 days ago
1
Quem pode acessar Gerenciar grupos de autorização?
This resource explains who are the authorized members to access the application for Groups Management.
3 days ago
1
Quais são os ambientes, tipos de grupo e população em Gerenciar grupos de autorização?
This resource explains the different characteristics a group can have in the groups management workflow.
3 days ago
1
Quem é um delegado de um grupo?
This resource explains the role of the Delegate of a Group in the application "Manage Authorization Groups"
3 days ago
1
Como criar um novo Grupo de Autorização?
This resource explains how an authorized member can create a new group in the application "Manage Authorization Groups".
3 days ago
1
Como modificar um grupo de autorização?
This resource explains how you can change the information of a group in the "Manage Authorization Groups" application
3 days ago
1
Como adicionar ou remover um delegado de um grupo de autorização?
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.
3 days ago
1
Como definir uma regra de associação para um grupo de autorização calculada
This resource explains how you can manage Membership Rules for a Calculated Group type in the "Manage Authorization Groups" application
3 days ago
1
Um membro calculado ainda não foi adquirido, o que isso significa?
This resource explains the workflow on calculated memberships and their acquisition.
3 days ago
1
Gerenciar eventos de desativação para grupos de autorização
This resource explains all the functionalities of the modern "Manage Authorization Groups" application
3 days ago
1
O que é um grupo calculado?
This resource explains the functionality of a Calculated Group in the "Manage Authorization Groups" application
3 days ago
2
Por que não consigo modificar alguns grupos? (Grupos padrão)
This resource explains the limitation of modifying certain groups, those marked as default groups.
3 days ago
1
O que é um pacote de permissão?
The guide explains what is a Permission Package and how it can support the authorization process of permissions for our applications!
6 days ago
1
Como enviar uma notificação manual da barra de ferramentas para um usuário
The guide explains how to use the Notification Center to manually send a Toolbar Notification to an individual user.
January 2026
9
Como posso fornecer comunicação em massa aos usuários ou categorias de operadores?
The guide explains how to use the InfoComm service, which allows to deliver communications through different channels - such as in the widget, in the toolbar or via email. The service also allows to send messages to categories of users.
3 weeks ago
3
Como estar habilitado para um Canal de Comunicação?
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
Como criar uma nova estrutura na minha organização?
A structure is a unit inside of your organization that belongs to a specific area. How to create one?
3 weeks ago
4
Como criar uma mensagem de alerta de widget no Dashboard?
You can display some custom messages on the dashboard for all your users, see how!
May 2023
16
Como cadastrar/convidar um novo usuário no meu painel?
You can invite an unlimited number of users, see how it's easy!
3 weeks ago
3
Como marcar um aplicativo como favorito?
You can select your favorite applications and show them in the dedicated box on your dashboard!
January 2026
18
Como conceder acesso ao Painel de Controle Administrativo (ACP)
It is really easy to grant a user the permission to access your administrationl panel
3 weeks ago
12
Recuperação ou alteração do fundador de uma conta
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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