Manage memberships

note

You need the admin rights to use this feature.

Memberships define the relationship between users and user groups. Each membership record assigns a user to a specific user group, enabling administrators to organise users into logical groups for collective management.

• A user can belong to multiple user groups through separate membership records.
• A membership can designate a user as a Group Admin, granting them administrative control over the user group.
• Memberships work together with user groups to simplify task routing in workflows, where tasks can be assigned to a group instead of to individual users.

Administrators can create and manage memberships as required, and export or import membership configurations for backup or migration purposes.

Manage the memberships

To manage the memberships, perform the following:

1. In the KAIZEN studio console, on the left panel, click Access Controller > Membership.

   The Access Controller/ Membership page displays.

   

2. From here, you can create new memberships, import or export memberships, and so on. Each row in the table provides the following actions under the Actions column:

   • View: Opens the membership details in read-only mode.
   • More: Expands a dropdown with additional actions: Deactivate and Export.

Create a membership

1. In Access Controller/ Membership, click Create.

2. In the Create Membership window, provide the details:

   

   The following table describes each field from the window above:

   Field	Required	Description
   User Domain	Yes	Displays the user domain for the membership.
   Account ID	Yes	Enter the account ID for the membership.
   Group Code	Yes	Select the group code to assign the membership to.
   Is Group Admin	Yes	Sets whether the member is a group administrator.
   Status	Yes	Sets the status of the membership.
   Remarks	No	Enter optional remarks or notes for the membership.

3. Click Save.

Search memberships

To search for memberships, perform the following:

1. In Access Controller/ Membership, enter or select the search criteria.

   Field	Description
   User Domain	Displays the user domain for the current session.
   Account ID	Search for memberships by account ID.
   Group Code	Search for memberships by group code.
   Status	Filter memberships by their status.
   Remarks	Search for memberships by remarks or notes.

2. Click Search to find the result.

Deactivate a membership

To deactivate a membership, perform the following:

1. Click More on the same row as the membership, then click Deactivate.

2. In the confirmation dialog, click OK.

   A success message will confirm that the membership has been deactivated. The membership status will change from Active to Inactive.

note

After the deactivation, you have the option to reactivate it by clicking More > Activate.

Export memberships

To export a membership, perform the following:

1. In Access Controller/ Membership, select the membership you want to export.

2. Open the Export function using one of the following methods:

   • Click Export at the top of the page.
   • Click More on the same row as the membership, then click Export.

3. The Confirm window pops up, asking for confirmation. Click OK.

   An XML file containing the selected membership information will be downloaded in your browser.

Export all memberships

To export all memberships, perform the following:

1. In Access Controller/ Membership, click Export All.

2. The Confirm window pops up, asking for confirmation. Click OK.

   An XML file containing the information of all memberships will be downloaded in your browser.

Import memberships

To import memberships from an existing XML file, perform the following:

1. In Access Controller/ Membership, click Import. The File Explorer window opens.

2. Browse to the XML file that contains the membership information. Click Open.

   The Select Overwrite Fields window displays.

3. Select the fields to overwrite when an imported membership matches an existing one.

   You can use Select All Or Not to quickly select or clear all fields.

   Field	Description
   Is Group Admin	Membership's group administrator setting.
   Status	Membership's active or inactive status.
   Remarks	Remarks or description for membership.

4. Click Import.

   A message will pop up, showing the import is successful.

Last updated on 21 Sep 2026