1. Introduction

1.1 Overview

Handbook X Coordinator is a web-based management tool for distributing and managing Handbook content.

What You Can Do with Handbook X Coordinator

• Book Management: Create, edit, and remove content (books)
• Section Management: Add and edit sections (PDF, images, videos, web links, etc.) within books
• Sharing Settings: Configure content distribution to users and groups
• Group Management: Organize users into groups for efficient management
• Workgroup Management: Manage users and content at the organizational level
• Account Management: Create and manage user accounts (dedicated server)
• Statistics: View content access statistics and examination results
• Profile Settings: Manage account information and service plans

1.2 Basic Concepts (Books, Users, Workgroups, Groups, and Sharing)

Handbook X delivers content by combining the following five elements. Understanding this big picture before reading each feature chapter will make the manual much easier to follow.

The Big Picture

Workgroup (management unit for a team or organization)
├── Members (users) ......... each member has a sharing privilege per workgroup
├── Groups ................... bundles of members (departments, roles, etc.) used as delivery targets
└── Books .................... containers for content
      ├── Sections (PDF, images, videos, web links, etc.)
      └── Sharing settings ... "who receives the book, with which permissions" (individual users / groups / access codes)

The basic delivery flow is: gather members into a workgroup, create books, and deliver them to groups (or users) via sharing settings. Members then view the delivered books in the Handbook app (iOS/Mac/Windows/Android).

Element Descriptions

Book

• The basic container for content. Add sections (PDF, images, videos, web links, etc.) inside a book
• Every book belongs to a workgroup
• A book is not delivered to other members until you configure sharing
• → See 3. Books

User

• An individual account that uses Handbook
• On the Cloud Version, each user signs up on their own and joins workgroups via invitations. On Dedicated Servers, administrators create users as accounts (see 7. Accounts)
• The same user can both create content (in the Coordinator) and view it (in the app). What they can do is determined by permissions (see 1.5 About User Permissions)

Workgroup

• The largest management unit, representing a team or organization. Members (users), books, and groups are all managed within it
• Each member has a sharing privilege per workgroup (Owner / Sharing privilege admin / With sharing privilege / No sharing privilege)
• A user can belong to multiple workgroups
• A personal "My Workgroup" is also created automatically when an account is created
• → See 6. Workgroup

Group

• A bundle of members within a workgroup, organized by department, role, location, etc. (e.g., "Sales", "New Hire Training")
• Its main purpose is to serve as a sharing destination. Sharing a book with a group delivers it to all group members at once
• Groups themselves carry no permissions (what each person can do is determined by their workgroup sharing privilege and each book's sharing settings)
• Groups can be nested (a group inside another group)
• → See 5. Groups

Sharing

• The feature that defines "which book is shown to whom, with which permissions"
• Destinations can be individual users, groups, or access codes (only people who know the code can access)
• For each destination you can set permissions (View / Edit / Duplicate / Download) and a sharing period
• → See 4. Share

Summary of Relationships

Typical Setup Flow (First-Time Setup)

1. Create a workgroup (6.3 Creating a Workgroup)
2. Invite or add members (6.6.1 Inviting Members)
3. Create groups and assign members as needed (5.3 Creating a Group)
4. Create a book and add sections (3.3 Creating a Book)
5. Deliver the book to groups (or users) via sharing settings (4.2 Adding a Share)
6. Members view the book in the Handbook app

1.3 System Requirements

Supported Browsers

Recommended Environment

• Screen Resolution: 1280 x 720 or higher
• Internet Connection: Stable broadband connection

Note: Internet Explorer is not supported.

1.4 Screen Layout

Handbook X Coordinator WebUI consists of the following elements.

Header

The navigation bar displayed at the top of the screen.

• Logo: Click to return to the book list
• Tab Menu: Navigation to each feature
• Books
• Share
• Groups
• Workgroup
• Accounts (dedicated server only)
• Statistics
• Profile/Service Plan
• User Information: Currently logged-in username
• Logout Button: Log out from the system

Main Content Area

The operation screen corresponding to the selected tab is displayed.

Footer

Displayed at the bottom of the screen. It contains supplementary information such as page navigation controls ("Previous"/"Next" buttons and page numbers — commonly called pagination) used when a list spans multiple pages.

1.5 About User Permissions

Handbook X Coordinator has two types of permission systems.

Account Permission (Dedicated Server Only)

In the dedicated server version, Account Permissions are set that apply to the entire organization.

Note: "Export" means writing out content such as books to a file and downloading it to your device. An "Editor (No Export)" user can create and edit books just like an Editor, but cannot take content out of the system as files. Use this role when you need to prevent confidential content from being taken outside.

Note: In the dedicated server version, the "Profile/Service Plan" tab is displayed as the "System Information" tab.

Workgroup Permission (Sharing Privilege)

Sharing Privileges that indicate operation permissions within a workgroup are used in both cloud and dedicated server versions.

Tab Display in Cloud Version

In the cloud version, tab display is determined by workgroup permissions.

Note: Account Permissions and Sharing Privileges are independent concepts. In the dedicated server version, the same user can have different Account Permissions and Sharing Privileges for each workgroup.

For details, see Appendix C. About Account Permissions.

1.6 Notation in This Manual

Icon Descriptions

Icon	Description
	Edit button
	Remove button
	Add button
	Settings button
	Import button
	Export button

Note Notations

Note: Indicates important notes or restrictions.

Tip: Indicates useful tips or shortcuts.

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