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/Download)
  • (Filter)
    • User Name/Email
    • (Organization)   (Search)   (Clear)   (Select your main Organization)   (Select from Organization Tree)
  • (Download All)
    • CSV Download (UTF-8)
    • CSV Download (Excel Compatible)
(User List)
    • Name / Email (Click to move to details)
(Display control)
  • (View)
    • 10, 20, 50, 100, 200, 500, 1000
  • Page

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
  • To add a new User click [New User] button 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)
  • (Icon image)
    • User ID / Name / Email / Will be deleted in the future
    • Back To User List
    • Reset Password
    • Apps referring to the user (Version 14.1 and later)
      • Apps referring to the user : (User name)
        • App ID : App name( App Details)
    • Delete User
Affiliation
  • (Addition of affiliation)
    • (Type name / email address.)   (Search)   (Clear)   (Select your main Organization)   (Select from Organization Tree)
    • Staff member/Leader
    • Add
  • (Organization list)
    • Switch to Leader   Switch to Staff Member   Delete
      • / Main Organization / Name / Email / Position
  • (Display control)
    • (View)
      • 10, 20, 50, 100
    • Page
Role
  • (Addition of Role)
    • (Type name.)   (Search)   (Clear)
    • Add
  • (Role list)
    • Delete
      • / Name
  • (Display control)
    • (View)
      • 10, 20, 50, 100
    • Page
System Authorization
    • System Administrator / User Manager / App Creator
App Authorization
    • App / App Administrator / Process Manager / Data Viewer / Data Viewer (only Progress Information)

Capture

Notes

  • Apps referring to the user (Version 14.1 and later): 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 actually being deleted
  • In Affiliation, edit the Organizations that the User is a member of, and their position within the Organization
    • Specify the organization and position, and then click [Add]
    • Check the checkboxes in the list, then click [Switch to Leader], [Switch to Staff member], or [Delete]
    • 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
  • System Authorization displays the authorization the User has as a System Administrator, User Manager, App Creator or none
  • App Authorization displays a list of the Apps the User has access to and their level of authorization for each
  • When deleting a User, specify a User who will take over the tasks allocated to the deleting User

See also

New User/Edit

Configs: New User/Edit
New User
  • Name *
  • Email *
  • Password *
    • Disable Initial Password
  • Main Organization *
    • (Type name / email address.)   (Search)   (Clear)   (Select your main Organization)   (Select from Organization Tree)
  • Back To User List
Edit Property
  • User ID
  • Name *
  • Email *
  • Will be deleted in the future
  • Back To Detail
Reset Password
  • Name
  • Email
  • Password *
  • 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 a password, it is necessary to meet the password policy set in the [Login] menu
  • 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 [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

Configs: Import Users
Import CSV List
  • CSV Text *
    • Browse…
  • Confirm
Synchronize with Google Workspace  
  • Domain
  • Confirm
  • 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
  • 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
    • 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

Configs: Mark Users for Deletion
  • CSV Text *
    • Choose File
  • Confirm
  • 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

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