Managing Users and Groups in your Organization
Managing users and groups in your organization is done in your directory. The Directory section offers a comprehensive view of your organization's users, groups, access control, and recent additions. It facilitates efficient access to details and management of permissions and access control. This document outlines the steps for navigating and managing the directory within the OfficeSeries application.
What is a Directory in OfficeSeries?
In OfficeSeries, the directory is the centralized section where user information, group details, and access control settings are managed. It serves as a central repository for user management, permissions, and security settings. The directory includes user accounts, group memberships, and access control configurations across your organization.
Learn more about the OfficeSeries directory in the Understanding OfficeSeries Directory guide.
Prerequisites
To start managing your organization's directory, ensure the following prerequisites are met: possession of administrative rights or the required permissions, familiarity with the OfficeSeries application interface, and an understanding of your organization's directory structure and access control policies.
Navigate to the Directory Page
To start managing your organization's directory, follow these steps to navigate to the directory page:
1. Log into the OfficeSeries application
Use your credentials to access the OfficeSeries application. Ensure you have the necessary administrative rights or permissions to manage the directory.
2. Click "Directory" from the main menu
Once logged in, locate the "Directory" menu in the application's navigation pane. This menu provides access to the directory overview, where you can manage users, groups, and access control settings.
The Directory overview page provides an overview of the organization's directory, including essential information, user and group management, and access control settings.
| Attribute | Description |
|---|---|
| Directory Name | The name of the directory. |
| Directory ID | A unique identifier for the directory. |
| Number of Users | The total number of users within the directory. |
| Number of Groups | The total number of groups within the directory. |
| Recently Added Users | A list of users recently added to the directory. Quickly identify and review new user accounts to ensure they have been set up correctly. Check that new users have the appropriate roles and permissions assigned. Keep a log of recent changes to the user base, which can be useful for auditing and compliance purposes. |
| Recently Added Groups | A list of groups recently added to the directory. Ensure that new groups are created with the correct settings and permissions. Verify that the right users are added to the new groups. Keep track of changes in the organizational structure, which can be reflected in the creation of new groups. |
By regularly reviewing the Recently Added sections, administrators can maintain better control over the directory and ensure that all changes align with the organization's policies and security requirements.
How to Manage Users
From the Directory, you can easily navigate to a detailed list of users by clicking on the "Users" button:
- Users: Redirects to a list of all users within the directory. This section allows you to add, remove, and manage user accounts. For more details on managing users, refer to our Manage Users In Your Organization Guide
How to Manage Groups
From the Directory, you can easily navigate to a detailed list of groups by clicking on the "Groups" button:
- Groups: Redirects to a list of all groups within the directory. This section allows you to create, delete, and manage groups. For more details on managing groups, refer to our Guide in managing groups in your directory.
How to Configure Access Control and Permissions
Use the "Access control and permissions" feature for a direct approach to managing security, roles, and permissions. This feature allows you to:
- Assign roles such as Global Administrator and Security Administrator.
- Define and manage permissions based on user roles.
- Implement Role-Based Access Control (RBAC) to ensure users have appropriate access based on their roles.
For detailed instructions, refer to the Directory Security and Permissions document.
Summary
Regular interaction with the Directory's features is crucial for maintaining an organized and secure directory in the OfficeSeries application. The Directory is a vital tool for administrators and users with the necessary permissions, offering a detailed view of the organizational directory. By using the directory service, organizations can streamline their user management processes, enhance security, and improve user productivity.