App Admin Group

Introduction

Feature(s)

The App Admin Group feature allows you to assign permissions to members to manage different forms and dashboards within an app, and further refine permission at the form level. In the enterprise organization, it can meet the enterprise's multi-level permission needs, improve the permission management mechanism, enhance operational efficiency, and reduce management costs.

App Scenario(s)

In the case of employee management, after setting super admins and regular admins according to the company structure, in-app admins are also needed to manage forms, dashboards, and so on within an app.

In the case of franchisee management, franchisees can complete all businesses within the one app, which facilitates data confidentiality and clear division of management scope between different businesses.

When an app contains all the business of a branch and different business forms need to be handled by different departments of the subsidiary, the form/dashboard permissions can be set through App Admin Group to ensure clear rights and responsibilities.

Preview

After you assign to Erica certain permissions to manage the Grade Analysis form, Erica can only view, edit, or perform other operations on the form.

Instructions for Use

1. App Admin Group is an advanced feature that requires the Standard or above plans. For details, contact our Sales Team.

2. The number of app admins will count toward the total number of sub-admins in a company/team. For details , see Admins.

3. In the following two cases, if you disable App Admin Group, the relevant settings for an app will be retained, but the permissions you have set will not take effect. Furthermore, the number of app admins will count toward the total number of sub-admins.

Setting Procedure

Enabling App Admin Group

Super admins and the business owner can click the avatar in the upper right corner, and then go to Management > Business Settings to enable App Admin Group.

Note:

1. Only the business owners and super admins can turn on App Admin Group.

2. Once enabled, the business owner, super admins, and regular admins who have permissions to manage apps can set App Admin Group.

Where to Set

After enabling the feature, select an app, and go to App Management > App Admin Group > Add Admin Group.

Setting the App Admin Group

1. Set the admin group name and description.

After adding a group, set its basic information, such as the group name and description, to differentiate it from other groups.

Note:

The maximum number of app admin groups within one app is 100.

2. Add an app admin.

On the App Admin Group page, go to Add Admin > Add member to go to the member list and select the corresponding members as the admins to manage the app.

Note:

1. The business owner, super admins, and regular admins cannot be added to any app admin group. App admins cannot be added to super admin groups and admin groups.

2. Up to 100 members can be added to one app admin group.

3. One member can join up to ten admin groups , including regular admin groups and app admin groups.

3. Set permission.

After adding an admin, you need to give the admin a range of permissions in the app. App Admin Group supports two types of permissions as shown below:

Take "Obtain Permissions for Some Forms/Dashboards" as an example: after selecting the permission range, tick the forms and dashboards that the admin can edit.

4. Set the management scope.

Set the management scope is to select the roles and departments that will be available to an admin when the admin designs/publishes forms/workflows/dashboards.

Editing an App Admin Group

Go to App Management > App Admin Group, and then click Edit in a group to edit the settings.

Copying an App Admin Group

Click Copy in an app admin group to copy the settings.

Note:

1. When you duplicate an app admin group, the permission scope and management scope in the original app admin group will be duplicated simultaneously, but the admins will need to be reconfigured.

2. When you duplicate an app, all the app admin groups within the app will be duplicated together, but only the name, description and scope of the app admin group will be retained, and the permission range and admin will need to be reconfigured.

Deleting an App Admin Group

If you do not need an app admin group, click Delete to delete the group.

Note:

When you delete an app, the app admin group within the app will be deleted as well.

Sorting App Admin Groups

If there are multiple app admin groups in an app, sort them by dragging and dropping according to the importance of app admin group or your organization's needs.