Configuring Groups (or Roles)

Groups (or Roles) are the user groups categorized by users' job titles and job roles, not by the departments to which they belong.

Example:

  • Manager group (role)
  • New product development group (role)

In Kintone, you can select a group (role) in a group selection field, and configure permissions and process management assignees for a group (role).

Managing Groups (or Roles)

You create and manage groups (roles) in "Groups (or Roles) & Members" screen in Kintone Users & System Administration.
There are two types of groups (or roles): static and dynamic.

  • Static Group
    To create a static group, you need to designate specific users to be members of the group.
    The members of a static group stay the same unless Kintone Users & System administrator adds or removes the members.
  • Dynamic Group
    To create a dynamic group, you need to specify conditions, such as job titles or departments, to select users to be members of the group.
    The members of a dynamic group vary when the job titles or departments of the members are changed.

For example, to create a "Manager" group (role) for a user with job title "Manager", add a dynamic group and configure a condition with job title "Manager" in Edit Membership Conditions.

Example

This section shows an example of assigning "Manager" group (role) to Managers of Human Resources and Finance divisions. Assign permissions to view, edit and delete "confidential" records in apps only to "Managers" group (role). The records look different depending on what kind of permissions are assigned.

  • Users with "Manager" group (role) assigned:
    The "confidential" records are displayed.
  • Users without "Manager" group (role) assigned:
    The "confidential" records are not displayed.