System Settings – User List

• TOC
  • Users List
  • User Detail
  • New User/Edit
  • Import
  • Mark Users for Deletion

Users List

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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

• R3052: Recommended Procedures of Setting at the Beginning

User Detail

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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

• R3050: Properties of User Account
• M306: Update or Delete a User Account

New User/Edit

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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

• M305: Add New User Accounts

Import

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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

• R3051: Format of CSV Bulk Update (User)
• R3080: Specification of Synchronization with “Synchronize with G Suite”
• Tutorial: Your first step of Questetra BPM Suite
• M307: Bulk Update [User] and [Organization] in Line with the Organization Restructure
• M308: Import [User], [Organization] and Group Settings from G Suite
• System Settings – Google Connectivity

Mark Users for Deletion

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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