简道云Manage员ConfigureGuide

Team级Platform管控&运维

🎯 Learning目标

5DaysMasterEnterprise级Platform管控，建立完善ofOrganization、Permission、Secure体系

OrganizationPermission Management

搭建合理DepartmentArchitecture，ImplementMember&Roleof精细化Permission管控

Apply生命周期Manage

SpecificationApplyCreate-迭代-归档Process，保障ApplyStable运行

Number据Secure管控

建立Number据Backup&审计机制，防范Number据泄露&丢失Risk

Integration运维Manage

Complete第三方SystemIntegrationConfigure，保障Integration模式Stable运行

AdvancedFunction管控

聚合表/Intelligent助手ProPermission分配&运行Monitoring

MemberTraining赋能

制定TrainingSolution&OperationSpecification，提升TeamUse效率

✅ 考核Standard

能独立CompleteOrganizationArchitecture搭建、Permission体系设计、Number据Secure管控etc.Manage员CoreTask

🗓️ 5DaysLearningPlan

Day 1-2

OrganizationArchitecture搭建 → MemberManage → RolePermissionConfigure

预计LearningTime:6-8Hours

DepartmentArchitecture设计(2Hours)

  • • 设计CompanyDepartmentArchitecture图
  • • Create一级Department（Sales部/技术部/行政部）
  • • Create二级Department（如Sales一部/Sales二部）
  • • DepartmentInfoEdit&维护

MemberManage(2-3Hours)

  • • 单itemsMemberAdd（姓名/手机/Department）
  • • ExcelBatchImportMember
  • • MemberInfoEdit（转Department/Disable）
  • • Member邀请链接生成

RolePermissionConfigure(2-3Hours)

  • • UnderstandSystemManage员/ApplyManage员/FormManage员
  • • CreateCustomRole（审计员/Number据Analysis员）
  • • 给Member分配Role
  • • Permission继承逻辑验证

Learning Resources: OrganizationArchitecture&MemberManage | Permission体系详解

Day 3

Apply生命周期Manage → Number据Backup&审计

预计LearningTime:3-4Hours

ApplyManage(1.5Hours)

  • • ApplyCreate/Edit/Copy/归档
  • • ApplyVersionManage&回滚
  • • ApplyPermission分配
  • • ApplyTemplateExport&Import

Number据Backup(1Hours)

  • • 手动BackupNumber据
  • • Settings自动BackupPlan
  • • Number据RecoveryOperation
  • • Backup文件below载&存储

Log审计(30-60Minutes)

  • • ViewLoginLog
  • • View业务OperationLog
  • • 异常行asMonitoring
  • • LogExport&Analysis

💡 技巧: Suggestion每周Backup一timesImportantNumber据，每MonthView一timesLog审计

Day 4-5

第三方Integration → AdvancedFunction管控 → TeamTraining

预计LearningTime:4-6Hours

第三方Integration(2Hours)

  • • Enterprise微信/钉钉/飞书Integration
  • • MemberSynchronizationConfigure
  • • Message推送Settings
  • • 单点LoginConfigure

AdvancedFunction管控(1-2Hours)

  • • 聚合表FunctionEnable&Permission
  • • Intelligent助手ProConfigure
  • • Number据工厂FunctionManage
  • • AdvancedFunction运行Monitoring

TeamTraining(1-2Hours)

  • • 制定新peopleOnboardingTrainingPlan
  • • 编写OperationSpecificationDocumentation
  • • Organizationinside部Training分享
  • • 建立IssueFeedback机制

🏆 Recommend练习: 搭建一items完整of测试环境，包IncludeOrganizationArchitecture、Member、Apply、Permission体系

📚 Learning ResourcesSummary

OfficialTutorial

PracticeResources

细分ModuleLearningContent

1 Organization&MemberManage

DepartmentArchitectureManage

  • • DepartmentCreate/Edit/Delete
  • • 多级Department层级搭建
  • • DepartmentPermission继承Configure

MemberManage

  • • 单itemsMemberAdd/Edit/Disable
  • • BatchMemberImport/Export
  • • Member邀请MethodConfigure
  • • MemberStatusMonitoring

2 Permission体系设计&管控

Permission基础认知

  • • 三大Permission（Apply/Form/Number据）
  • • 四级Manage员Role
  • • Permission继承逻辑

RoleConfigurePractice

  • • inside置RoleUse
  • • CustomRoleCreate
  • • 按Department/业务/PositionPermission细分

PermissionSecure管控

  • • Permission分配/回收Process
  • • Permission定期审查机制
  • • 越权访问Risk规避

3 Apply全生命周期Manage

Apply基础Manage

  • • ApplyCreate/Edit/Copy/归档/DeleteSpecification
  • • Apply基础Info（Name/图标/Description）Manage

Version&TemplateManage

  • • ApplyVersion历史View/回滚/迭代
  • • ApplyTemplate制作/Publish/Sharing
  • • TemplatePermission管控

4 Number据Secure&运维

Log审计

  • • LoginLogView&追溯
  • • 业务OperationLogAnalysis
  • • 异常LogMonitoring
  • • LogExport&Analysis

Number据SecureConfigure

  • • Number据Backup（手动/自动）&Recovery
  • • Number据加密Settings
  • • 敏感Number据访问Permission管控

Resources管控

  • • 存储Resources配额View/Manage
  • • Number据ExportPermission限制
  • • PlatformSecure策略Configure

5 Integration&AdvancedFunctionManage

第三方IntegrationConfigure

  • • Enterprise微信/钉钉/飞书Integration
  • • MemberSynchronizationConfigure
  • • Message Notification联动

AdvancedFunction管控

  • • 聚合表/Intelligent助手Pro/Number据工厂EnablePermission
  • • 跨ApplyNumber据调用Configure
  • • AdvancedFunction运行Monitoring

OfficialLearning Resources

Manage员OperationManual

CoreManual

完整ofManage员OperationGuide

→ ViewOperationManual

Role&PermissionConfigureGuide

Permission Management

Permission体系设计&Configure方法

→ LearningPermissionConfigure

DepartmentMemberManageSpecification

OrganizationManage

DepartmentArchitecture&MemberManage方法

→ ViewManageSpecification

Number据Secure&LogManage

Secure运维

Number据Secure策略&Log审计

→ LearningSecureManage

第三方IntegrationConfigure专区

IntegrationManage

第三方SystemIntegrationConfigureGuide

→ ViewIntegrationGuide

Intelligent助手ProManage员Configure

AdvancedFunction

Intelligent助手ProConfigure&Manage

→ ViewAdvancedFunction

提升PlatformManageCapability

探索MoreAdvancedFunction&Best实践

LearnAPI开发 Manage员FAQ