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 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 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, in Users & System Administration. 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.