Overview

The administration of User accounts can be done in this screen, such as updating or editing an individual’s details.

Users List

Users List
(New registration/Batch change)
(User List)
    • Name
    • Email
(Display control)
  • (Filter search)
    • User Name/Email Organization Seasrch Clear
  • (Control bar)
    • Page
    • View
      • 10, 20, 50, 100, 200, 500, 1000
    • Download All
      • CSV Download (UTF-8)
      • CSV Download (Excel Compatible)

Capture

Notes

  • The search box allows you to search for a User by name or email address, or filter by Organization
  • 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

See also

User Detail

User Detail
(User name)
(User Info)
Affiliation
  • (Organization list)
      • / Main Organization / Name / Email / Position
  • (Contorol)
    • Organization Staff member/Leader Add
    • Switch to Leader Switch to Staff Member Delete
Role
  • (Role list)
      • / Name
  • (Control)
    • (Role List) Add
    • Delete
System Authorization
    • System Administrator / User Manager / App Creator
App Authorization
    • App / App Administrator / Process Manager / Data Viewer / Data Viewer (only Progress Information)

Capture

Notes

  • In Affiliation, edit the Organizations that the User is a member of, and their position within the Organization
    • 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 *
Edit Property
  • User ID
  • Name *
  • Email *
Reset Password
  • Name
  • Email
  • Password *

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

See also

Import

Configs: Import CSV List
Import CSV List
  • CSV Text *
    • Choose file
  • Confirm
Synchronize with G Suite   *The name of “G Suite” was changed into “Google Workspace” in October 2020.
  • Domain
  • Confirm

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 G Suite, you can synchronize with G Suite User information of which the displayed G Suite domain (Advanced and higher Editions)
    • It is necessary to specify the G Suite domain to be synchronized in the [Google Connectivity] in advance
    • API access must be enabled on G Suite
    • 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

See also

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