Setting up Organizations and Users Assigned in a Tentative Structure

This section describes how to set up organizations, assign members, and change user profile.
You perform these actions after the process described in the "Creating a Tentative Structure" section.

Adding Organizations

Add organizations to the tentative structure. Organizations can contain nested organizations.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting (tentative) screen, select "Top" or an organization, and click "Add Child organization".

    Image showing the action link to add child organizations

  8. On the screen to add organizations (tentative), set the required items.

    For details, see the items for setting organizations.
    Screen to add organizations

  9. Confirm your settings and click "Add".

  10. On the organization/user setting (tentative) screen, confirm that New is displayed for the organization you have added.

    Image showing the New organization

Assigning Users to a Tentative Organization

You can assign users who do not belong to any organization or users who belongs to an organization to a tentative organization.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting (tentative) screen, select an organization, and then click "Change Members".

    Image of the organization that you want to assign users to is selected

  8. On the membership information data (tentative) screen, select the user who you want to assign to the organization, and then click "Add".

    Membership information data (tentative) screen

  9. Click Save.

    Image showing the link to set membership of organization

  10. On the organization/user setting (tentative) screen, confirm that Updated is displayed for the added users.

    Image showing the link to set membership of organization

Removing Users from a Tentative Organization

You can remove users from a tentative organization.
The user who are removed from all organizations will automatically be added to the Unassigned users.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting (tentative) screen, select an organization, select the check boxes of users you want to remove from the organization, and click Remove.

    Image showing the selection of users to be removed from the organization

  8. Click "Yes" on the screen to delete all users.

  9. On the organization/user setting (tentative) screen, click "(Users to be updated)".

  10. Confirm that Updated is displayed for the users you removed in step 7.

    Image showing the Updated

Editing Tentative Organization's Information

You can change the organization information beforehand.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting (tentative) screen, select an organization, and then click "Details".

    Image showing the organization selected for changing organization information

  8. On the organization details (tentative) screen, click "Edit".

    Image of the edit action link

  9. On the screen to change organization information (tentative), set the required items.

    For details, see the items for setting organizations.

  10. Confirm your settings and click "Save".

  11. Click "Organization/user settings (tentative)".

  12. On the organization/user setting (tentative) screen, confirm that Updated is displayed for the organization of which information you have changed.

    Image showing the Updated

Reordering Organizations

You can change the order of the organizations beforehand.
Even if you change the order, Updated does not appear on the organization/user setting (tentative) page.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting (tentative) screen, select "Top" or an organization, then click "Reorder child organizations".

    Image showing the organization selected for reordering

  8. On the screen to reorder organizations (tentative reordering), reorder child organizations.

    Reorder organizations (tentative reordering) screen

  9. Confirm your settings and click "Save".

Removing Organizations

Remove organizations from the tentative structure.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting (tentative) screen, select an organization, and then click "Details".

    Image showing the organization selected for reordering

  8. On the Organization details (Tentative) screen, click Remove.

    Image of the delete action link

  9. Click "Yes" on the screen to delete organization (tentative structure).

  10. DeletedClick , and then confirm that the organization you have deleted is displayed.

    Image showing the Deleted

Editing User Details

To edit the following information of the registered users:

  • Office
  • Organization membership
  • Priority organization
  • Display order
  • Status
Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting (tentative) screen, select an organization, and then click the user name of the user whose user profile you want to change.

    Organization/user settings (tentative) screen

  8. On the User details (Tentative) screen, click Edit.

    Image of the edit action link

  9. On the screen to change user profile (tentative), set the required items.

    For details, see user setting items.
    Change user profile (tentative) screen
    Select a priority organization when you want assign the user to multiple organizations.
    Click Optional to view options that you cannot change in the tentative structure.
    Image showing items that cannot be changed in the tentative structure

  10. Confirm your settings and click "Save".

  11. Click "Organization/user settings (tentative)".

  12. On the organization/user setting (tentative) screen, confirm that Updated is displayed for the user whose profile you have changed.

    Image showing the Updated

Changing Organization Membership

You can change the organization membership of a user in the tentative structure.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting screen (tentative), select an organization, and then click the user name of the user whose organization membership you want to change.

    Organization/user settings (tentative) screen

  8. On the User details (Tentative) screen, click Change organization membership.

    Image of an action link to change the department membership

  9. On the screen to change organization membership (tentative), select an organization, and then click to add the organization.

    If you want to remove an organization, select the organization you want to remove, and click to remove it.
    Screen to change department membership

  10. Click Save.

  11. Click "Organization/user settings (tentative)".

  12. On the organization/user setting (tentative) screen, confirm that Updated is displayed for the user whose organization membership you have changed.

    Image showing the Updated

Changing Roles of a User

You can change users' roles in the tentative structure.
For details on roles, see the "What Is a Role?" section.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the tentative reorganization screen, click organization/user setting.

  7. On the organization/user setting screen (tentative), select an organization, and then click the user name of the user whose organization membership you want to change.

    Image showing the user from whom to change roles is selected

  8. On the User details (Tentative) screen, click Change roles.

    Image showing the action link to change roles

  9. On the Change roles (Tentative) screen, select the check boxes of the desired roles, then click Save.

    Image with the role that you make the user possesses selected

    Clear the check boxes to remove the roles from the selected user.

  10. Click "Organization/user settings (tentative)".

  11. On the organization/user setting (tentative) screen, confirm that Updated is displayed for the user whose role you have changed.

    Image showing the Updated