Preparing Users

Article Number:020198

This page describes how to register the changes of user information in "Tentative Reorganization".

Screen to Prepare Users

  1. Click the gear-shaped menu button in the header.

  2. Click Users & System Administration.

  3. Click Tentative Reorganization. Screenshot: "Tentative Reorganization" is highlighted

  4. Click Departments & Users.
    Screenshot: "Departments & Users" is highlighted

  5. Enter a display name or a login name of the user in the search box to search the target user.
    You can also expand the department tree and select the target user.

  6. Click the Change button.
    Screenshot: The Change button is highlighted

Deactivating Users

Register the users to be deactivated in pre-registered data.

  1. Display the screen to prepare users.

  2. Click the "Status" button to change the status from Active to Inactive.
    Screenshot: The button is highlighted

  3. Click Save.

Activating Users

Register the users to be reactivated in pre-registered data.

  1. Display the screen to prepare users.

  2. In "Status", toggle the button from Inactive to Active.
    Screenshot: The button is highlighted

  3. Click Save.

Changing Departments to Which Users Belong

Register the changes of users' departments in pre-registered data.

  1. Display the screen to prepare users.

  2. To remove the user from a department:
    In the "Department(s)" section, click "x" to right of the department you want to remove.
    Screenshot: "x" is highlighted

  3. To add the user to a department:
    In the "Departments" section, click the tree icon to select the desired department.
    Screenshot: The tree icon is highlighted

  4. Click Save.

Changing "Priority Department"

Register the changes of "Priority Department" in pre-registered data.

  1. Display the screen to prepare users.

  2. In "Priority Department", open the dropdown list and select the target department.
    Screenshot: Available departments are displayed

  3. Click Save.

Changing the Job Title of the User

Register the changes of users' job titles in pre-registered data.

  1. Display the screen to prepare users.

  2. Click the job title dropdown list in "Department(s)", and select the desired job title.
    You can select one job title per department.
    Screenshot: Available departments are displayed

  3. Click Save.

Changing the Display Order of Users

Register the changes of the display order of users in pre-registered data.

  1. Display the screen to prepare users.

  2. Specify "Display Order".

  3. Click Save.