{"id":82829,"date":"2024-05-07T10:41:02","date_gmt":"2024-05-07T01:41:02","guid":{"rendered":"https:\/\/support.questetra.com\/?p=82829"},"modified":"2026-07-27T16:59:39","modified_gmt":"2026-07-27T07:59:39","slug":"user","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/system-settings\/user\/","title":{"rendered":"System Settings &#8211; User List"},"content":{"rendered":"\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"58\" data-attachment-id=\"113114\" data-permalink=\"https:\/\/support.questetra.com\/en\/developer-blog\/first-questetra-bpm-suite-step1\/attachment\/basic-banner-new-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/02\/basic-banner-new-en.png?fit=1200%2C68&amp;ssl=1\" data-orig-size=\"1200,68\" data-comments-opened=\"0\" data-image-title=\"basic-banner-new-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/02\/basic-banner-new-en.png?fit=1024%2C58&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/02\/basic-banner-new-en-1024x58.png?resize=1024%2C58&#038;ssl=1\" alt=\"\" class=\"wp-image-113114\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/02\/basic-banner-new-en.png?resize=1024%2C58&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/02\/basic-banner-new-en.png?resize=600%2C34&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/02\/basic-banner-new-en.png?resize=768%2C44&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/02\/basic-banner-new-en.png?w=1200&amp;ssl=1 1200w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-border-color has-product-01-border-color has-product-01-background-color has-background\" style=\"background-color:#99ff99;margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--20)\"><strong>Overview<\/strong><\/h4>\n\n\n\n<p class=\"has-border-color wp-block-paragraph\" style=\"border-color:#99ff99;border-width:2px;margin-top:0;margin-right:0;margin-bottom:var(--wp--preset--spacing--50);margin-left:0;padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\">The administration of User accounts can be done in this screen, such as updating or editing an individual\u2019s details.<br>*[User Manager] privilege is required to open this function.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>TOC\n<ul class=\"wp-block-list\">\n<li><a href=\"#list\">Users List<\/a><\/li>\n\n\n\n<li><a href=\"#detail\">User Detail<\/a><\/li>\n\n\n\n<li><a href=\"#property\">New User\/Edit<\/a><\/li>\n\n\n\n<li><a href=\"#csv\">Import<\/a><\/li>\n\n\n\n<li><a href=\"#delete\">Mark Users for Deletion<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 id=\"list\" class=\"wp-block-heading\">Users List<\/h2>\n\n\n\n<div class=\"wp-block-coblocks-accordion\">\n<div class=\"wp-block-coblocks-accordion-item\"><details open><summary class=\"wp-block-coblocks-accordion-item__title has-background\" style=\"background-color:#e6f0f7\"><strong>Users List<\/strong><\/summary><div class=\"wp-block-coblocks-accordion-item__content\" style=\"border-color:#e6f0f7\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div>(New registration\/Batch change)\n<ul><li><span class=\"material-icons\" style=\"font-size: 20px; color: gray;\">add_box<\/span> New User\n    <ul>\n      <li>(<a href=\"#property\">Move to New User<\/a>)<\/li>\n    <\/ul>\n  <\/li><li><span class=\"material-icons\" style=\"font-size: 20px; color: gray;\">add_box<\/span> Import Users\n    <ul>\n      <li>(<a href=\"#csv\">Move to Import<\/a>)<\/li>\n    <\/ul>\n  <\/li><li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">close<\/span>  Mark Users for Deletion<ul><li>\uff08<a href=\"#delete\">Move to Mark Users for Deletion<\/a>\uff09<\/li><\/ul><\/li><\/ul>\n<\/div>\n\n<div>(Filter\/Columns)\n<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">filter_list<\/span> Filter<ul><li><span class=\"material-icons-outlined\" style=\"font-size: 12px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> User Name\/Email<\/li><li><span class=\"material-icons-outlined\">mode_edit_outline<\/span> (Organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">search<\/span>(Search): Enter by selecting from list display of all candidates<\/li><li> <span class=\"material-icons\" style=\"font-size: large;\">emoji_emotions<\/span> (Select your main Organization): Enter the Organization to which the operating User mainly belongs<\/li><li><span class=\"material-icons\" style=\"font-size: large;\">account_tree<\/span> (Select from Organization Tree): Enter by selecting from the expanded Organization tree<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">close<\/span> (Clear): Clear the entered value<\/li><\/ul><\/li><li> Will be deleted in the future<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_circle<\/span> (not include in Search Condition)<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_circle<\/span> Only<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_circle<\/span> Except<\/li><\/ul><\/li><\/ul><\/li><li><span class=\"material-icons\" style=\"font-size:24px;\">view_column<\/span> Column<ul><li><span class=\"material-icons-outlined style=\"font-size:16px;\"\">drag_handle<\/span><span class=\"material-icons\" style=\"font-size:16px;\">delete<\/span> Name (Default)<\/li><li><span class=\"material-icons-outlined style=\"font-size:16px;\"\">drag_handle<\/span><span class=\"material-icons\" style=\"font-size:16px;\">delete<\/span> Email (Default)<\/li><li><span class=\"material-icons-outlined style=\"font-size:16px;\"\">drag_handle<\/span><span class=\"material-icons\" style=\"font-size:16px;\">delete<\/span> Latest Login Time (Default)<\/li><li><span class=\"material-icons\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">arrow_drop_down<\/span> Add<ul><li> Unable to receive emails<\/li><li> Password last updated<\/li><li>Basic Authentication<\/li><\/ul><\/li><li><span class=\"material-icons\" style=\"font-size: large;\">delete_sweep<\/span> Delete all<\/li><\/ul><\/li><\/ul>\n<\/div>\n\n<div>(User List)\n<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">format_list_bulleted<\/span><ul><li>Name \/ Email \/ Latest Login Time (Click to move to <a href=\"#detail\">details<\/a>)<\/li><li>(Items selected in display column)<\/li><\/ul><\/li><\/ul><\/div>\n\n<div>(Display control)\n<ul><li><span class=\"material-icons\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">arrow_drop_down<\/span> (View)<ul><li>10, 20, 50, 100, 200, 500, 1000<\/li><\/ul><\/li><li><span class=\"material-icons-outlined\" style=\"font-size:16px; color: Gray;\">navigate_before<\/span> Page <span class=\"material-icons-outlined\" style=\"font-size:16px; color: Gray;\">navigate_next<\/span><\/li><\/ul>\n<\/div>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?ssl=1\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" data-attachment-id=\"164960\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/user-list-16-1-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?fit=2423%2C980&amp;ssl=1\" data-orig-size=\"2423,980\" data-comments-opened=\"0\" data-image-title=\"User-List-16-1-EN\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?fit=1024%2C414&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN-1024x414.png?resize=1024%2C414&#038;ssl=1\" alt=\"\" class=\"has-border-color has-cyan-bluish-gray-border-color wp-image-164960\" style=\"border-width:10px\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?resize=1024%2C414&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?resize=600%2C243&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?resize=768%2C311&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?resize=1536%2C621&amp;ssl=1 1536w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?resize=2048%2C828&amp;ssl=1 2048w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-List-16-1-EN.png?resize=1200%2C485&amp;ssl=1 1200w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/03\/filter-user.jpg?ssl=1\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"729\" height=\"360\" data-attachment-id=\"150417\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/filter-user\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/03\/filter-user.jpg?fit=729%2C360&amp;ssl=1\" data-orig-size=\"729,360\" data-comments-opened=\"0\" data-image-title=\"filter-user\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/03\/filter-user.jpg?fit=729%2C360&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/03\/filter-user.jpg?resize=729%2C360&#038;ssl=1\" alt=\"\" class=\"has-border-color has-cyan-bluish-gray-border-color wp-image-150417\" style=\"border-width:10px\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/03\/filter-user.jpg?w=729&amp;ssl=1 729w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/03\/filter-user.jpg?resize=600%2C296&amp;ssl=1 600w\" sizes=\"auto, (max-width: 729px) 100vw, 729px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?ssl=1\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"542\" data-attachment-id=\"164958\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/user-column-16-1-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?fit=3006%2C1590&amp;ssl=1\" data-orig-size=\"3006,1590\" data-comments-opened=\"0\" data-image-title=\"User-Column-16-1-EN\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?fit=1024%2C542&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN-1024x542.png?resize=1024%2C542&#038;ssl=1\" alt=\"\" class=\"has-border-color has-ast-global-color-8-border-color wp-image-164958\" style=\"border-width:5px\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?resize=1024%2C542&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?resize=596%2C315&amp;ssl=1 596w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?resize=768%2C406&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?resize=1536%2C812&amp;ssl=1 1536w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?resize=2048%2C1083&amp;ssl=1 2048w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?resize=1200%2C635&amp;ssl=1 1200w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Column-16-1-EN.png?w=3000&amp;ssl=1 3000w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\"> Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The search box allows you to search for a User by name or email address, or filter by Organization\n<ul class=\"wp-block-list\">\n<li>It is possible to filter out Users marked as \u201cWill be deleted in the future\u201d, or to filter so that only Users marked as such can be viewed<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>On the [Column] settings screen, drag the grip line next to the column heading to change the display order of the columns\n<ul class=\"wp-block-list\">\n<li>Column settings are not saved<\/li>\n\n\n\n<li>The default number of displayed items can be changed for each User in [Account Settings] &gt; [List Settings] (common to all list displays)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>To add a new User, click [<strong>New User<\/strong>] to open the window<\/li>\n\n\n\n<li>To add multiple Users at once, click [<strong>Import Users<\/strong>] to open the window<\/li>\n\n\n\n<li>To mark multiple Users as \u201cWill be deleted in the future\u201d at once, click [<strong>Mark Users for Deletion<\/strong>] to open the window<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">See also<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/support.questetra.com\/en\/developer-blog\/initial-setup\/\" target=\"_blank\" rel=\"noopener\">Getting Started with Questetra: Preparation and Initial Setup<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"detail\" class=\"wp-block-heading\">User Detail<\/h2>\n\n\n\n<div class=\"wp-block-coblocks-accordion\">\n<div class=\"wp-block-coblocks-accordion-item\"><details open><summary class=\"wp-block-coblocks-accordion-item__title has-background\" style=\"background-color:#e6f0f7\"><strong>User Detail<\/strong><\/summary><div class=\"wp-block-coblocks-accordion-item__content\" style=\"border-color:#e6f0f7\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h5>(User name)<\/h5>\n<div>(User Info\/Manipulation)\n<ul><li>(Icon image)<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">format_list_bulleted<\/span><ul><li>User ID \/ Name \/ Email \/ Will be deleted in the future<ul><li><span class=\"material-icons-outlined\" style=\"color: white; background-color: gray;font-size:16px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Edit Property\n    <ul>\n      <li>(<a href=\"#property\">Move to Edit Property<\/a>)<\/li>\n    <\/ul><\/li><\/ul><\/li>\n<li>Latest Login Time<\/li><li>Password Login \/ Password last updated <ul><li><span class=\"material-icons\" style=\"color: white; background-color: gray;font-size:12px; border: 1.5px solid; border-radius: 3px;\">\nnoise_control_off<\/span> Reset Password<ul>\n      <li>(<a href=\"#property\">Move to Reset Password<\/a>)<\/li>\n    <\/ul><\/li><\/ul><\/li><li>API access with Basic Authentication <ul><li><span class=\"material-icons-outlined\" style=\"color: white; background-color: gray;font-size:16px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Edit\n    <ul>\n      <li>(<a href=\"#property\">Move to Edit<\/a>)<\/li>\n    <\/ul><\/li><\/ul><\/li>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">keyboard_return<\/span> Back To User List<\/li>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">search<\/span> Apps referring to the user<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">format_list_bulleted<\/span> Apps referring to the user : (User name)<ul><li>App ID : App name\uff08<span class=\"material-icons-outlined\">link<\/span> App Details\uff09<\/li><\/ul><\/li><\/ul><\/li>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">close<\/span> Delete User<\/li><\/ul>\n<\/li><\/ul><\/div>\n<div>Affiliation\n<ul><li>(Addition of affiliation)<ul><li><span class=\"material-icons-outlined\" style=\"font-size:large;\">mode_edit_outline<\/span> (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">search<\/span>(Search): Enter by selecting from list display of all candidates<\/li><li> <span class=\"material-icons\" style=\"font-size: large;\">emoji_emotions<\/span> (Select your main Organization): Enter the Organization to which the operating User mainly belongs<\/li><li><span class=\"material-icons\" style=\"font-size: large;\">account_tree<\/span> (Select from Organization Tree): Enter by selecting from the expanded Organization tree<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">close<\/span> (Clear): Clear the entered value<\/li><\/ul><\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">crop_din<\/span> Add<\/li><\/ul><\/li><li>(Organization list)<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">crop_din<\/span> Delete<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">format_list_bulleted<\/span><ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_box<\/span> \/ <span class=\"material-icons-outlined\">star_outline<\/span> Main Organization \/ Name \/ Email \/ Position <span class=\"material-icons\" style=\"font-size: large;\">edit<\/span><ul><li><span class=\"material-icons\" style=\"font-size: large;\">edit<\/span> (Edit Position)<ul><li><span class=\"material-icons\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">arrow_drop_down<\/span> (No Position) \/ (Registered Position name)<\/li><\/ul><\/li><\/ul><\/li><\/ul><\/li><li>(Display control)\n<ul><li><span class=\"material-icons\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">arrow_drop_down<\/span> (View)<ul><li>10, 20, 50, 100<\/li><\/ul><\/li><li><span class=\"material-icons-outlined\" style=\"font-size:16px; color: Gray;\">navigate_before<\/span> Page <span class=\"material-icons-outlined\" style=\"font-size:16px; color: Gray;\">navigate_next<\/span><\/li><\/ul><\/li><\/ul>\n  <\/div>\n<div>Role\n<ul><li>(Addition of Role)<ul><li><span class=\"material-icons-outlined\" style=\"font-size:large;\">mode_edit_outline<\/span> (Search for a role\/): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">search<\/span>(Search): Enter by selecting from list display of all candidates<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">close<\/span> (Clear): Clear the entered value<\/li><\/ul><\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">crop_din<\/span> Add<\/li><\/ul><\/li><li>(Role list)<ul><li><span class=\"material-icons-outlined\" style=\"font-size: 20px;\">crop_din<\/span> Delete<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: 20px;\">format_list_bulleted<\/span><ul><li><span class=\"material-icons-outlined\" style=\"font-size: 20px;\">check_box<\/span> \/ Name<\/li><\/ul><\/li><\/ul><\/li><li>(Display control)\n<ul><li><span class=\"material-icons\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">arrow_drop_down<\/span> (View)<ul><li>10, 20, 50, 100<\/li><\/ul><\/li><li><span class=\"material-icons-outlined\" style=\"font-size:16px; color: Gray;\">navigate_before<\/span> Page <span class=\"material-icons-outlined\" style=\"font-size:16px; color: Gray;\">navigate_next<\/span><\/li><\/ul><\/li><\/ul>\n  <\/div>\n<div>Authorization<ul><li><span class=\"material-icons\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">arrow_drop_down<\/span> System-wide<ul><li>System Administrator \/ User Manager<\/li><\/ul><\/li>\n<li><span class=\"material-icons\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">arrow_drop_down<\/span> Workflow<ul><li>App Creator<\/li><li>App Authorization<ul><li><span class=\"material-icons-outlined\" style=\"font-size: 20px;\">format_list_bulleted<\/span><ul><li> App \/ App Administrator \/ Process Manager \/ Data Viewer \/ Data Viewer (only Progress Information)<\/li><\/ul><\/li><\/ul><\/li><\/ul><\/li>\n<li><span class=\"material-icons\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">arrow_drop_down<\/span> Collab Chat<ul><li>Public Channel Creator \/ Private Channel Creator<\/li><\/ul><\/li><\/ul>\n<\/div>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-screen-17.1-en-1.jpg?ssl=1\" target=\"_blank\" rel=\"noreferrer noopener\"><img data-recalc-dims=\"1\" decoding=\"async\" data-attachment-id=\"160977\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/user-screen-16-0-en-1\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-screen-16.0-en-1.png?fit=1200%2C1356&amp;ssl=1\" data-orig-size=\"1200,1356\" data-comments-opened=\"0\" data-image-title=\"User-screen-16.0-en-1\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-screen-16.0-en-1.png?fit=558%2C630&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-screen-17.1-en-1.jpg?ssl=1\" alt=\"\" class=\"has-border-color has-cyan-bluish-gray-border-color wp-image-160977\" style=\"border-width:10px\"\/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray;font-size:12px; border: 1.5px solid; border-radius: 3px;\">\nnoise_control_off<\/span> <strong>Reset Password<\/strong>: If Password Login is displayed as Not permitted, the button is disabled\n<ul class=\"wp-block-list\">\n<li>When Password Login is prohibited through the workflow platform (<a href=\"https:\/\/support.questetra.com\/en\/system-settings\/sso-saml\/\">System Settings \u2013 SSO (SAML)<\/a>)<\/li>\n\n\n\n<li>Password login is always Permitted for Users with System Administration privileges<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"material-icons-outlined\" style=\"color: white; background-color: gray;font-size:16px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> <strong>API access with Basic Authentication<\/strong>: Allow each User to use Basic authentication for Questetra Rest API access authentication\n<ul class=\"wp-block-list\">\n<li>(Before Ver.15.2, permission settings were made for the entire workflow platform)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">search<\/span> <strong>Apps referring to the user<\/strong>: Lists the Workflow Apps in which the user is specified in the App definition\n<ul class=\"wp-block-list\">\n<li>In addition to [User Manager] Authorization, you need [System Administrator] Authorization to use this function\n<ul class=\"wp-block-list\">\n<li>The button is not displayed unless you have [System Administrator] Authorization<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Released [Latest] version Apps are the target\n<ul class=\"wp-block-list\">\n<li>Includes suspended Apps<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>If the user is marked as [Will be deleted in the future], change the App settings before the user is deleted<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In <strong>Affiliation<\/strong>, edit the Organizations that the User is a member of, and their position within the Organization\n<ul class=\"wp-block-list\">\n<li>Specify an Organization, and then click [Add]<\/li>\n\n\n\n<li>Specify the Position in the Organization using <span class=\"material-icons\" style=\"font-size: large;\">edit<\/span><\/li>\n\n\n\n<li>Check the checkboxes in the list, then click [Delete] to cancel affiliation<\/li>\n\n\n\n<li>Users may be a member of multiple Organizations<\/li>\n\n\n\n<li>If Users are members of multiple Organizations you can choose which is their Main Organization<\/li>\n\n\n\n<li>Users who do not belong to any Organizations cannot use the Workflow function<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In <strong>Role<\/strong>, edit the Roles that the User is connected to\n<ul class=\"wp-block-list\">\n<li>Users may also have multiple Roles<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>in <strong>Authorization<\/strong>, displays the authorizations the User has with &#8220;+&#8221; (granted) and &#8220;-&#8221; (not)\n<ul class=\"wp-block-list\">\n<li><strong>System-wide<\/strong> displays the authorization the User has as a System Administrator or a User Manager<\/li>\n\n\n\n<li><strong>Workflow<\/strong> displays the authorization the User has as an App Creator and their App Authorization\n<ul class=\"wp-block-list\">\n<li><strong>App Authorization<\/strong> displays a list of the Apps the User has access to and their level of authorization for each<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Collab Chat<\/strong> displays the authorization the User has as a Public Channel Creator or a Private Channel Creator<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>When deleting a User, specify a User who will take over the tasks allocated to the deleting User<\/li>\n<\/ul>\n\n\n\n<ul style=\"background-color:#d6efee\" class=\"wp-block-list has-background\">\n<li>The Position assigned to a User can be used to narrow down the candidates in the following settings\n<ul class=\"wp-block-list\">\n<li>When an Organization is specified in the Operator settings of the  <a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/swimlane\/\" data-type=\"link\" data-id=\"https:\/\/support.questetra.com\/bpmn-icons\/swimlane\/\">Swimlane<\/a>\/<a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/team-swimlane\/\">Team Swimlane<\/a><\/li>\n\n\n\n<li>When an Organization is specified when granting <a href=\"https:\/\/support.questetra.com\/en\/system-settings\/system-settings-system-wide\/\">System-wide<\/a>\/<a href=\"https:\/\/support.questetra.com\/en\/system-settings\/system-settings-workflow\/\">Workflow<\/a>\/<a href=\"https:\/\/support.questetra.com\/en\/system-settings\/collab-chat\/\">Collab Chat<\/a> authorization<\/li>\n\n\n\n<li>When a User-type Data Item is specified in a <a href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360007702352\">Split condition<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">See also<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" aria-label=\"R3050: Properties of User Account (opens in a new tab)\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360024331572-R3050-Properties-of-User-Account\" target=\"_blank\">R3050: Properties of User Account<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" aria-label=\"M306: Update or Delete a User Account (opens in a new tab)\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360002262251-M306-Update-or-Delete-a-User-Account\" target=\"_blank\">M306: Update or Delete a User Account<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"property\" class=\"wp-block-heading\">New User\/Edit<\/h2>\n\n\n\n<div class=\"wp-block-coblocks-accordion\">\n<div class=\"wp-block-coblocks-accordion-item\"><details open><summary class=\"wp-block-coblocks-accordion-item__title has-background\" style=\"background-color:#e6f0f7\"><strong>New User\/Edit<\/strong><\/summary><div class=\"wp-block-coblocks-accordion-item__content\" style=\"border-color:#e6f0f7\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div><strong>New User<\/strong>\n<ul><li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Name<span style=\"color:#990000;\"> <strong>*<\/strong><\/span><\/li><li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Email<span style=\"color:#990000;\"> <strong>*<\/strong><\/span><ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_box<\/span> Check if unable to receive emails. (Invalid address, etc.)<\/li><\/ul><\/li><li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Password<span style=\"color:#990000;\"> <strong>*<\/strong><\/span>\n        <ul>\n          <li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_box<\/span> Disable Initial Password<\/li>\n          <li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_box<\/span> Need to change password at next login<\/li>\n        <\/ul>\n      <\/li>\n<li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_box<\/span> API access with Basic Authentication<\/li>\n<li>Main Organization<span style=\"color:#990000;\"> <strong>*<\/strong><\/span><ul><li><span class=\"material-icons-outlined\" style=\"font-size:large;\">mode_edit_outline<\/span> (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters<ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">search<\/span>(Search): Enter by selecting from list display of all candidates<\/li><li> <span class=\"material-icons\" style=\"font-size: large;\">emoji_emotions<\/span> (Select your main Organization): Enter the Organization to which the operating User mainly belongs<\/li><li><span class=\"material-icons\" style=\"font-size: large;\">account_tree<\/span> (Select from Organization Tree): Enter by selecting from the expanded Organization tree<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">close<\/span> (Clear): Clear the entered value<\/li><\/ul><\/li><\/ul><\/div>\n\n<ul>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">keyboard_return<\/span> Back To User List<\/li>\n<\/ul>\n\n<div><strong>Edit Property<\/strong>\n  <ul>\n  <li>User ID<\/li>\n  <li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Name<span style=\"color:#990000;\"> <strong>*<\/strong><\/span><\/li>\n  <li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Email<span style=\"color:#990000;\"> <strong>*<\/strong><\/span><ul><li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_box<\/span> Check if unable to receive emails. (Invalid address, etc.)<\/li><\/ul><\/li>\n  <li><span class=\"material-icons-outlined\" style=\"font-size: large;\">check_box<\/span> Will be deleted in the future<span style=\"color:#990000;\"><\/span><\/li>\n  <\/ul><\/div>\n\n<ul>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">keyboard_return<\/span> Back To Detail<\/li>\n<\/ul>\n\n <div><strong>Reset Password<\/strong>\n <ul><li>Name<\/li><li>Email<\/li><li>Password last updated<\/li><li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Password<span style=\"color:#990000;\"> <strong>*<\/strong><\/span><\/li>\n<\/ul><\/div>\n\n<ul>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">keyboard_return<\/span> Back To Detail<\/li>\n<\/ul>\n\n <div><strong>Edit<\/strong>\n <ul><li>Name<\/li><li>Email<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: 20px;\">check_box<\/span> API access with Basic Authentication<\/li>\n<\/ul><\/div>\n\n<ul>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">keyboard_return<\/span> Back To Detail<\/li>\n<\/ul>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2022\/04\/User-New-14.0-en.png?ssl=1\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" decoding=\"async\" data-attachment-id=\"121095\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/user-new-14-0-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2022\/04\/User-New-14.0-en.png?fit=1232%2C473&amp;ssl=1\" data-orig-size=\"1232,473\" data-comments-opened=\"0\" data-image-title=\"User-New-14.0-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2022\/04\/User-New-14.0-en.png?fit=1024%2C393&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-New-16.0-en.jpg?ssl=1\" alt=\"\" class=\"has-border-color has-cyan-bluish-gray-border-color wp-image-121095\" style=\"border-width:10px\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Property-16.0-en.png?ssl=1\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"399\" data-attachment-id=\"160968\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/user-property-16-0-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Property-16.0-en.png?fit=1200%2C468&amp;ssl=1\" data-orig-size=\"1200,468\" data-comments-opened=\"0\" data-image-title=\"User-Property-16.0-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Property-16.0-en.png?fit=1024%2C399&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Property-16.0-en-1024x399.png?resize=1024%2C399&#038;ssl=1\" alt=\"\" class=\"has-border-color has-cyan-bluish-gray-border-color wp-image-160968\" style=\"border-width:10px\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Property-16.0-en.png?resize=1024%2C399&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Property-16.0-en.png?resize=600%2C234&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Property-16.0-en.png?resize=768%2C300&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Property-16.0-en.png?w=1200&amp;ssl=1 1200w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Password-16.0-en-1.png?ssl=1\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"444\" data-attachment-id=\"160982\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/user-password-16-0-en-1\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Password-16.0-en-1.png?fit=1200%2C520&amp;ssl=1\" data-orig-size=\"1200,520\" data-comments-opened=\"0\" data-image-title=\"User-Password-16.0-en-1\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Password-16.0-en-1.png?fit=1024%2C444&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Password-16.0-en-1.png?resize=1024%2C444&#038;ssl=1\" alt=\"\" class=\"has-border-color has-cyan-bluish-gray-border-color wp-image-160982\" style=\"border-width:10px\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Password-16.0-en-1.png?resize=1024%2C444&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Password-16.0-en-1.png?resize=600%2C260&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Password-16.0-en-1.png?resize=768%2C333&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/05\/User-Password-16.0-en-1.png?w=1200&amp;ssl=1 1200w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User Name must not conflict with other Users<\/li>\n\n\n\n<li>The email address must not conflict with other Users\n<ul class=\"wp-block-list\">\n<li>Besides being the login ID of the user, the Email address is used for various functions, so use a valid address<\/li>\n\n\n\n<li>When specifying an invalid email address such as for a test account, the [<strong>Check if unable to receive emails. (Invalid address, etc.)<\/strong>] option could be checked\n<ul class=\"wp-block-list\">\n<li>&#8220;(Unable to receive email)&#8221; is displayed following the email address<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>When specifying a password, it is necessary to meet the password policy set in the [Login] menu<\/li>\n\n\n\n<li>Users with [Need to change password at the next login] checked will be redirected to the password change screen after the next login\n<ul class=\"wp-block-list\">\n<li>The User cannot use other functions (screens) until the password change is completed.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Although &#8220;Password&#8221; is a required item, you can omit it by checking [<strong>Disable Initial Password<\/strong>]\n\n\n<ul class=\"wp-block-list\">\n<li>Users themselves set the password using the password reissue function<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>If you want to specify a [Position], edit the Position on the User Details screen after creating a new User<\/li>\n\n\n\n<li>If [Will be deleted in the future] is checked , the App in which the User is referrenced in the Operator setting will result in a definition error\n<ul class=\"wp-block-list\">\n<li>Ask the administrator of the App to change the settings before deleting the User<\/li>\n\n\n\n<li>To identify the target Apps, use [Apps referring to the user]<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>The User that is marked [Will be deleted in the future] cannot be newly added in the Operator settings<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">See also<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" aria-label=\"M305: Add New User Accounts (opens in a new tab)\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360002247232-M305-Add-New-User-Accounts\" target=\"_blank\">M305: Add New User Accounts<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"csv\" class=\"wp-block-heading\">Import<\/h2>\n\n\n\n<div class=\"wp-block-coblocks-accordion\">\n<div class=\"wp-block-coblocks-accordion-item\"><details open><summary class=\"wp-block-coblocks-accordion-item__title has-background\" style=\"background-color:#e6f0f7\"><strong>Import Users<\/strong><\/summary><div class=\"wp-block-coblocks-accordion-item__content\" style=\"border-color:#e6f0f7\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div>Download All<ul><li><span class=\"material-symbols-outlined\" style=\"color: white; background-color: gray;font-size:16px; border: 1.5px solid; border-radius: 3px;\">download_2<\/span> CSV Download (UTF-8)<\/li><li><span class=\"material-symbols-outlined\" style=\"color: white; background-color: gray;font-size:16px; border: 1.5px solid; border-radius: 3px;\">download_2<\/span> CSV Download (Excel Compatible)<\/li>\n        <\/ul>\n      <\/div>\n\n<div>Import CSV List<ul><li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> CSV Text<span style=\"color:#990000;\"> <strong>*<\/strong><\/span><ul>\n          <li><span class=\"material-icons-outlined\"style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">folder_open<\/span> Choose File<\/li><\/ul><\/li><li><span class=\"material-icons-outlined\" style=\"font-size: 20px;\">crop_din<\/span> Confirm<\/li>\n        <\/ul>\n      <\/div>\n<div>Synchronize with Google Workspace\n<ul><li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> Domain<\/li><li><span class=\"material-icons-outlined\" style=\"font-size: 20px;\">crop_din<\/span> Confirm<\/li><\/ul><\/div>\n<ul>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">keyboard_return<\/span> Back To User List<\/li>\n<\/ul>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-Import-16.0-en.jpg?ssl=1\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"805\" height=\"630\" data-attachment-id=\"160504\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/user-import-16-0-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-Import-16.0-en.jpg?fit=1125%2C880&amp;ssl=1\" data-orig-size=\"1125,880\" data-comments-opened=\"0\" data-image-title=\"User-Import-16.0-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-Import-16.0-en.jpg?fit=805%2C630&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-Import-16.0-en-805x630.jpg?resize=805%2C630&#038;ssl=1\" alt=\"\" class=\"has-border-color has-cyan-bluish-gray-border-color wp-image-160504\" style=\"border-width:10px\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-Import-16.0-en.jpg?resize=805%2C630&amp;ssl=1 805w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-Import-16.0-en.jpg?resize=403%2C315&amp;ssl=1 403w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-Import-16.0-en.jpg?resize=768%2C601&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/User-Import-16.0-en.jpg?w=1125&amp;ssl=1 1125w\" sizes=\"auto, (max-width: 805px) 100vw, 805px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can import a list of Users by selecting a prepared CSV file with the Choose file button, or User details can be typed directly into the CSV Text box\n<ul class=\"wp-block-list\">\n<li>To specify a [Position] when affiliating to an Organization, write &#8220;Organization name!!Position name&#8221;<\/li>\n\n\n\n<li><a href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360024616271-R3051\" target=\"_blank\" rel=\"noreferrer noopener\">R3051: Format of CSV Bulk Update (User)<\/a><\/li>\n\n\n\n<li>Using \u201cEmail address\u201d as a key, the registered Users are collated and new Users are registered in bulk\n<ul class=\"wp-block-list\">\n<li>No matching &#8220;Email address&#8221; exists: New addition<\/li>\n\n\n\n<li>Matching \u201cEmail address\u201d exists: Overwrite<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>If you specify an Organization or Position that is not registered, it will be ignored\n<ul class=\"wp-block-list\">\n<li>The User is registered without affiliation nor Position<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>By clicking [Confirm] button in <strong>Synchronize with Google Workspace<\/strong>, you can synchronize with Google Workspace User information of which entered in [Domain] (Advanced and higher Editions)<gwmw style=\"display:none;\"><\/gwmw>\n<ul class=\"wp-block-list\">\n<li>You may be asked to sign in to the specified domain Google Workspace and grant permission<\/li>\n\n\n\n<li>API access must be enabled on Google Workspace<\/li>\n\n\n\n<li>Match Google Workspace registered users and Questetra users using &#8220;email address&#8221; or &#8220;name&#8221; as a key\n<ul class=\"wp-block-list\">\n<li>Users with either \u201cemail address\u201d or \u201cname\u201d matching: Not subject to processing<\/li>\n\n\n\n<li>Exists in Questetra but does not exist in Google Workspace or is stopped:  Marked as [Will be deleted in the future]<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Clicking the [Confirm] button displays a list of Users to be added and a list of candidate users to be deleted, so select the User to be added\/deleted using the checkboxes<\/li>\n\n\n\n<li>There is an upper limit to the number of records that can be registered in a batch\n\n\n<ul class=\"wp-block-list\">\n<li>Users: 1000, Organizations\/Roles: 300<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Exclude users who are currently suspended on the Google Workspace side from being added\/updated, and schedule them for deletion\n<ul class=\"wp-block-list\">\n<li>From Ver. 15.0, users who have been removed from Google Workspace will be treated as if they do not exist and will be deleted<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">See also<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" aria-label=\"R3051: Format of CSV Bulk Update (User) (opens in a new tab)\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360024616271-R3051-Format-of-CSV-Bulk-Update-User-\" target=\"_blank\">R3051: Format of CSV Bulk Update (User)<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" aria-label=\"R3080: Specification of Synchronization with G Suite (opens in a new tab)\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360024616371-R3080-Specification-of-Synchronization-with-G-Suite\" target=\"_blank\">R3080: Specification of Synchronization with &#8220;Synchronize with G Suite&#8221;<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" aria-label=\"Your first step of Questetra BPM Suite (opens in a new tab)\" href=\"https:\/\/support.questetra.com\/en\/developer-blog\/first-questetra-bpm-suite-step1\/\" target=\"_blank\">Tutorial: Your first step of Questetra BPM Suite<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360002247372-M307-Bulk-Update-User-and-Organization-in-Line-with-the-Organization-Restructure\">M307: Bulk Update [User] and [Organization] in Line with the Organization Restructure<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360002262291-M308-Import-User-Organization-and-Group-Settings-from-G-Suite\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">M308: Import [User], [Organization] and Group Settings from G Suite<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.questetra.com\/en\/system-settings\/google-connectivity\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">System Settings \u2013 Google Connectivity<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"delete\" class=\"wp-block-heading\">Mark Users for Deletion<\/h2>\n\n\n\n<div class=\"wp-block-coblocks-accordion\">\n<div class=\"wp-block-coblocks-accordion-item\"><details open><summary class=\"wp-block-coblocks-accordion-item__title has-background\" style=\"background-color:#e6f0f7\"><strong>Mark Users for Deletion<\/strong><\/summary><div class=\"wp-block-coblocks-accordion-item__content\" style=\"border-color:#e6f0f7\">\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div>\n<ul><li><span class=\"material-icons-outlined\" style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">mode_edit_outline<\/span> CSV Text<span style=\"color:#990000;\"> <strong>*<\/strong><\/span><ul>\n          <li><span class=\"material-icons-outlined\"style=\"font-size:14px; border: 1.5px solid; border-radius: 3px;\">folder_open<\/span> Choose File<\/li><\/ul><\/li><li><span class=\"material-icons-outlined\" style=\"font-size: 20px;\">crop_din<\/span> Confirm<\/li>\n        <\/ul>\n      <\/div>\n<ul>\n<li><span class=\"material-icons\" style=\"color: white; background-color: gray; font-size:16px; border-radius: 3px;\">keyboard_return<\/span> Back To User List<\/li>\n<\/ul>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en.png?ssl=1\" target=\"_blank\" rel=\" noreferrer noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"419\" data-attachment-id=\"151000\" data-permalink=\"https:\/\/support.questetra.com\/en\/system-settings\/user\/attachment\/user-delete-15-1-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en.png?fit=1654%2C677&amp;ssl=1\" data-orig-size=\"1654,677\" data-comments-opened=\"0\" data-image-title=\"User-delete-15.1-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en.png?fit=1024%2C419&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en-1024x419.png?resize=1024%2C419&#038;ssl=1\" alt=\"\" class=\"has-border-color has-cyan-bluish-gray-border-color wp-image-151000\" style=\"border-width:10px\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en.png?resize=1024%2C419&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en.png?resize=600%2C246&amp;ssl=1 600w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en.png?resize=768%2C314&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en.png?resize=1536%2C629&amp;ssl=1 1536w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/09\/User-delete-15.1-en.png?w=1654&amp;ssl=1 1654w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-decoration:underline\">Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can mark a list of Users as &#8216;Will be deleted in the future&#8217; by selecting a prepared CSV file with the [Choose File] button, or User details can be typed directly into the [CSV Text] box<\/li>\n\n\n\n<li>Clicking the [Confirm] button displays a list of Users to be marked, so select the User to be marked using the checkboxes<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The administration of User accounts can be done in this screen.<\/p>\n","protected":false},"author":30,"featured_media":82891,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"'true'","_uag_custom_page_level_css":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[2970],"tags":[],"faq_section":[],"class_list":["post-82829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-system-settings"],"jetpack_publicize_connections":[],"uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?fit=1200%2C675&ssl=1",1200,675,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?fit=1024%2C576&ssl=1",1024,576,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?fit=1200%2C675&ssl=1",1200,675,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?fit=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=900%2C675&ssl=1",900,675,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=800%2C600&ssl=1",800,600,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=600%2C675&ssl=1",600,675,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=800%2C675&ssl=1",800,675,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=600%2C450&ssl=1",600,450,true],"newspack-article-block-portrait-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=450%2C600&ssl=1",450,600,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=600%2C600&ssl=1",600,600,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=400%2C300&ssl=1",400,300,true],"newspack-article-block-portrait-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=300%2C400&ssl=1",300,400,true],"newspack-article-block-square-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=400%2C400&ssl=1",400,400,true],"newspack-article-block-landscape-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=200%2C150&ssl=1",200,150,true],"newspack-article-block-portrait-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=150%2C200&ssl=1",150,200,true],"newspack-article-block-square-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?resize=200%2C200&ssl=1",200,200,true],"newspack-article-block-uncropped":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_user_title.png?fit=1200%2C675&ssl=1",1200,675,true]},"uagb_author_info":{"display_name":"Peter Glover","author_link":"https:\/\/support.questetra.com\/en\/author\/petergloverquestetra\/"},"uagb_comment_info":4,"uagb_excerpt":"The administration of User accounts can be done in this screen.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/s9DiIh-user","jetpack-related-posts":[{"id":82872,"url":"https:\/\/support.questetra.com\/en\/system-settings\/role\/","url_meta":{"origin":82829,"position":0},"title":"System Settings &#8211; Role List","author":"Peter Glover","date":"2020-03-09","format":false,"excerpt":"The administration of Roles can be done in this screen.","rel":"","context":"In &quot;System Settings&quot;","block_context":{"text":"System Settings","link":"https:\/\/support.questetra.com\/en\/category\/system-settings\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_role_title.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_role_title.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_role_title.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_role_title.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_role_title.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":82847,"url":"https:\/\/support.questetra.com\/en\/system-settings\/organization\/","url_meta":{"origin":82829,"position":1},"title":"System Settings &#8211; Organizations List","author":"Peter Glover","date":"2023-12-26","format":false,"excerpt":"The administration of Organizations can be done in this screen.","rel":"","context":"In &quot;System Settings&quot;","block_context":{"text":"System Settings","link":"https:\/\/support.questetra.com\/en\/category\/system-settings\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_organisation_title.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_organisation_title.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_organisation_title.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/12\/Gear_organisation_title.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, 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