System Settings – User List

/ System Settings

Overview

The administration of User accounts can be done in this screen, such as updating or editing an individual’s details.
*[User Manager] privilege is required to open this function.

Users List

Users List

(New registration/Batch change)
(Filter/Columns)
  • filter_list Filter
    • mode_edit_outline User Name/Email
    • mode_edit_outline (Organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
    • Will be deleted in the future
      • check_circle (not include in Search Condition)
      • check_circle Only
      • check_circle Except
  • view_column Column
    • drag_handledelete Name (Default)
    • drag_handledelete Email (Default)
    • drag_handledelete Latest Login Time (Default)
    • arrow_drop_down Add
      • Unable to receive emails
      • Password last updated
      • Basic Authentication
    • delete_sweep Delete all
(User List)
  • format_list_bulleted
    • Name / Email / Latest Login Time (Click to move to details)
    • (Items selected in display column)
(Display control)
  • arrow_drop_down (View)
    • 10, 20, 50, 100, 200, 500, 1000
  • navigate_before Page navigate_next

Capture

Notes

  • The search box allows you to search for a User by name or email address, or filter by Organization
    • It is possible to filter out Users marked as “Will be deleted in the future”, or to filter so that only Users marked as such can be viewed
  • On the [Column] settings screen, drag the grip line next to the column heading to change the display order of the columns
    • Column settings are not saved
    • The default number of displayed items can be changed for each User in [Account Settings] > [List Settings] (common to all list displays)
  • To add a new User, click [New User] to open the window
  • To add multiple Users at once, click [Import Users] to open the window
  • To mark multiple Users as “Will be deleted in the future” at once, click [Mark Users for Deletion] to open the window

See also

User Detail

User Detail

(User name)
(User Info/Manipulation)
  • (Icon image)
  • format_list_bulleted
    • User ID / Name / Email / Will be deleted in the future
    • Latest Login Time
    • Password Login / Password last updated
    • API access with Basic Authentication
    • keyboard_return Back To User List
    • search Apps referring to the user
      • format_list_bulleted Apps referring to the user : (User name)
        • App ID : App name（link App Details）
    • close Delete User
Affiliation
  • (Addition of affiliation)
    • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
    • crop_din Add
  • (Organization list)
    • crop_din Delete
    • format_list_bulleted
      • check_box / star_outline Main Organization / Name / Email / Position edit
        • edit (Edit Position)
          • arrow_drop_down (No Position) / (Registered Position name)
    • (Display control)
      • arrow_drop_down (View)
        • 10, 20, 50, 100
      • navigate_before Page navigate_next
Role
  • (Addition of Role)
    • mode_edit_outline (Search for a role/): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • close (Clear): Clear the entered value
    • crop_din Add
  • (Role list)
    • crop_din Delete
    • format_list_bulleted
      • check_box / Name
  • (Display control)
    • arrow_drop_down (View)
      • 10, 20, 50, 100
    • navigate_before Page navigate_next
Authorization
  • arrow_drop_down System-wide
    • System Administrator / User Manager
  • arrow_drop_down Workflow
    • App Creator
    • App Authorization
      • format_list_bulleted
        • App / App Administrator / Process Manager / Data Viewer / Data Viewer (only Progress Information)
  • arrow_drop_down Collab Chat
    • Public Channel Creator / Private Channel Creator

Capture

Notes

  • noise_control_off Reset Password: If Password Login is displayed as Not permitted, the button is disabled
    • When Password Login is prohibited through the workflow platform (System Settings – SSO (SAML))
    • Password login is always Permitted for Users with System Administration privileges
  • mode_edit_outline API access with Basic Authentication: Allow each User to use Basic authentication for Questetra Rest API access authentication
    • (Before Ver.15.2, permission settings were made for the entire workflow platform)
  • search Apps referring to the user: Lists the Workflow Apps in which the user is specified in the App definition
    • In addition to [User Manager] Authorization, you need [System Administrator] Authorization to use this function
      • The button is not displayed unless you have [System Administrator] Authorization
    • Released [Latest] version Apps are the target
      • Includes suspended Apps
    • If the user is marked as [Will be deleted in the future], change the App settings before the user is deleted
  • In Affiliation, edit the Organizations that the User is a member of, and their position within the Organization
    • Specify an Organization, and then click [Add]
    • Specify the Position in the Organization using edit
    • Check the checkboxes in the list, then click [Delete] to cancel affiliation
    • Users may be a member of multiple Organizations
    • If Users are members of multiple Organizations you can choose which is their Main Organization
    • Users who do not belong to any Organizations cannot use the Workflow function
  • In Role, edit the Roles that the User is connected to
    • Users may also have multiple Roles
  • in Authorization, displays the authorizations the User has with “+” (granted) and “-” (not)
    • System-wide displays the authorization the User has as a System Administrator or a User Manager
    • Workflow displays the authorization the User has as an App Creator and their App Authorization
      • App Authorization displays a list of the Apps the User has access to and their level of authorization for each
    • Collab Chat displays the authorization the User has as a Public Channel Creator or a Private Channel Creator
  • When deleting a User, specify a User who will take over the tasks allocated to the deleting User
  • The Position assigned to a User can be used to narrow down the candidates in the following settings

See also

New User/Edit

New User/Edit

New User
  • mode_edit_outline Name *
  • mode_edit_outline Email *
    • check_box Check if unable to receive emails. (Invalid address, etc.)
  • mode_edit_outline Password *
    • check_box Disable Initial Password
    • check_box Need to change password at next login
  • check_box API access with Basic Authentication
  • Main Organization *
    • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
  • keyboard_return Back To User List
Edit Property
  • User ID
  • mode_edit_outline Name *
  • mode_edit_outline Email *
    • check_box Check if unable to receive emails. (Invalid address, etc.)
  • check_box Will be deleted in the future
  • keyboard_return Back To Detail
Reset Password
  • Name
  • Email
  • Password last updated
  • mode_edit_outline Password *
  • keyboard_return Back To Detail
Edit
  • Name
  • Email
  • check_box API access with Basic Authentication
  • keyboard_return Back To Detail

Capture

Notes

  • User Name must not conflict with other Users
  • The email address must not conflict with other Users
    • Besides being the login ID of the user, the Email address is used for various functions, so use a valid address
    • When specifying an invalid email address such as for a test account, the [Check if unable to receive emails. (Invalid address, etc.)] option could be checked
      • “(Unable to receive email)” is displayed following the email address
  • When specifying a password, it is necessary to meet the password policy set in the [Login] menu
  • Users with [Need to change password at the next login] checked will be redirected to the password change screen after the next login
    • The User cannot use other functions (screens) until the password change is completed.
  • Although “Password” is a required item, you can omit it by checking [Disable Initial Password]
    • Users themselves set the password using the password reissue function
  • If you want to specify a [Position], edit the Position on the User Details screen after creating a new User
  • 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
    • Ask the administrator of the App to change the settings before deleting the User
    • To identify the target Apps, use [Apps referring to the user]
  • The User that is marked [Will be deleted in the future] cannot be newly added in the Operator settings

See also

Import

Import Users

Download All
  • download_2 CSV Download (UTF-8)
  • download_2 CSV Download (Excel Compatible)
Import CSV List
  • mode_edit_outline CSV Text *
    • folder_open Choose File
  • crop_din Confirm
Synchronize with Google Workspace
  • mode_edit_outline Domain
  • crop_din Confirm
  • keyboard_return Back To User List

Capture

Notes

  • 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
    • To specify a [Position] when affiliating to an Organization, write “Organization name!!Position name”
    • R3051: Format of CSV Bulk Update (User)
    • Using “Email address” as a key, the registered Users are collated and new Users are registered in bulk
      • No matching “Email address” exists: New addition
      • Matching “Email address” exists: Overwrite
    • If you specify an Organization or Position that is not registered, it will be ignored
      • The User is registered without affiliation nor Position
  • By clicking [Confirm] button in Synchronize with Google Workspace, you can synchronize with Google Workspace User information of which entered in [Domain] (Advanced and higher Editions)
    • You may be asked to sign in to the specified domain Google Workspace and grant permission
    • API access must be enabled on Google Workspace
    • Match Google Workspace registered users and Questetra users using “email address” or “name” as a key
      • Users with either “email address” or “name” matching: Not subject to processing
      • Exists in Questetra but does not exist in Google Workspace or is stopped: Marked as [Will be deleted in the future]
    • 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
    • There is an upper limit to the number of records that can be registered in a batch
      • Users: 1000, Organizations/Roles: 300
  • Exclude users who are currently suspended on the Google Workspace side from being added/updated, and schedule them for deletion
    • 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

See also

Mark Users for Deletion

Mark Users for Deletion

  • mode_edit_outline CSV Text *
    • folder_open Choose File
  • crop_din Confirm
  • keyboard_return Back To User List

Capture

Notes

  • You can mark a list of Users as ‘Will be deleted in the future’ by selecting a prepared CSV file with the [Choose File] button, or User details can be typed directly into the [CSV Text] box
  • Clicking the [Confirm] button displays a list of Users to be marked, so select the User to be marked using the checkboxes

1 thought on “System Settings – User List”

  1. Pingback: Travel Request Flow – Questetra Support

Comments are closed.

Scroll to Top

Discover more from Questetra Support

Subscribe now to keep reading and get access to the full archive.

Continue reading