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2022.03.24 version update-department automatic authorization management

版本范围: paid version (automatic authorization capability)发布进度: fully published

1. Upgrade overview

This issue is for YIDAPlatform Management-> Account authorization management capabilityUpgrade, based on the original automatic authorization of all employees in the organization, supports automatic authorization by department and manual authorization by department to improve the automation of authorization management and reduce manual operation costs.

1.1 automatically authorize by department

Platform Management-> Account authorization management, turn on the "user automatic authorization" switch to select two automatic authorization methods:

  1. Automatic authorization for all members of the organization:When enabled, the members of the organization are inFirst visit to YIDA platformThe authorization status is changed to authorized, and the authorization source is displayed as organization automatic authorization"


  1. Automatically authorize by department:After enabling, select the automatically authorized department. The Department members are inFirst visit to YIDA platformThe authorization status is changed to authorized, and the authorization source is displayed as department automatic authorization ";

Select authorization department:

If the superior department is selected, the department and the subordinate department will enable automatic authorization;

For example, if you select a comprehensive service department, the members of the department and the subordinate departments will automatically obtain authorization;

1.2 automatically freeze authorization

In the following two cases, authorization is automatically frozen for authorized accounts.

  1. Account resignation

An authorized account will be automatically frozen after leaving office;

  1. Department adjustment

Through the method of "department automatic authorization", the authorized account is automatically frozen when it is adjusted from "department with automatic authorization enabled" to "Department without automatic authorization enabled".

1.2 manually authorize/freeze by department

You can select the department to be authorized through the department tree on the left to operate "Authorization/freezing of all members of the department at the same level and lower levels" or "Authorization/freezing of all members of the department";

1.3 Authorization source

In this issue, the "authorization source" information is displayed. According to the above authorization methods, the information is displayed separately:

  1. Organization automatic authorization;
  2. Automatic Department Authorization;
  3. Automatically freeze;
  4. Manual authorization | Operator;
  5. Manually freeze | Operator;


Note: the authorization source is displayed only after the current function is launched. The historical authorization account and the authorization source are missing. The authorization source is displayed as "-"

2. Special instructions

Account authorization management supports the following three methods:

  1. Manual authorization
  2. Automatic authorization for all members of the organization
  3. Automatically authorize by department

The three authorization methodsPriority 1>2>3, specifically reflected in the following situations:

Case 1:

If the authorization of an account is manually frozen, the authorization will not be automatically obtained even if the automatic authorization of all members of the organization and the automatic authorization by department are enabled;

Case 2:

If an account is authorized by automatic authorization for all members of the organization, then the department in which it belongs has enabled automatic authorization by department. Finally, if you adjust to a department that does not enable automatic authorization by department, the authorization will still be retained;

Case 3:

If the administrator manually enables authorization for an account, then the department has enabled automatic authorization by department. Finally, if you adjust to a department that does not enable automatic authorization by department, the authorization will still be retained;

Case 4:

The authorization method will not be updated repeatedly for authorized accounts.

If the account is authorized through automatic authorization by department, when the administrator manually authorizes the Department in batches again, the authorization source is still reserved as "automatic authorization by department" instead of "manual authorization";

Scenario 5:

As mentioned above, the freezing method will not be updated repeatedly for accounts that have been frozen.

If the account is manually frozen and authorized by the administrator, the authorization source remains manually frozen instead of automatically frozen authorization ";

Case 6:

The number of version accounts purchased by the organization. After the maximum number is reached, the automatic authorization will no longer take effect;

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This doc is generated using machine translation. Any discrepancies or differences created in the translation are not binding and have no legal effect for compliance or enforcement purposes.
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