User Bulk Settings: registration, editing, and deletion

Register Users in Bulk

① Click "Admin" ▶ "User Settings" ▶ "Bulk Settings"

② Select the character encoding for the file to download

Character Encoding
You can choose from the following character encodings:

UTF-8
A multilingual character encoding that supports platform-dependent characters and foreign languages.

Shift-JIS
A commonly used character encoding for Japanese.
Note: Using platform-dependent characters or foreign languages not supported by Shift-JIS may result in character corruption (mojibake).

③Specify the Number of “Concurrent assignments” and click “Export configuration file.”
Set the number of concurrent departments based on the user with the highest number of concurrent department assignments.

④ Open the downloaded file and register it with reference to the manual below.
Operation Manual : Bulk User Settings: Create a User List File

⑤Click "Import File" and upload the created file.

⑥ Click "Execute Bulk Settings".

⑦ Check "I have confirmed the above content" and click "Next".

⑧Choose when to issue accounts for newly registered users: "Send Now" or "Send at a Specified Date and Time" and click "Save".

・If the user role is set as "System Owner," "Administrator," or "Action Plan Manager," an account activation email will be sent. Please set the sending date and time.
・Users with Service Availability is "Not Available" status or those who have already received an activation email will not be sent another one.

Details about the notification email: Account Activation Email

⑨ Click "Close".
The process will continue even if you click "Close" midway. You will be notified by email once it is completed.

Caution

• To grant users access to survey results, in addition to assigning the Action Plan Manager role, link them to the department via Action Plan Manager Settings or View Permissions Settings.
• It is recommended to schedule the account activation email close to the survey results reflection date. Otherwise, the Action Plan Manager screen will display no information if the survey results are not yet reflected.
• Account activation emails will not be sent to email addresses that have already been issued accounts. To resend, go to "User Settings" and resend the email.
• If an error occurs during file import, refer to How to Handle Bulk Settings File Import Errors.

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Edit or Delete Users in Bulk

To edit or delete users, modify or delete the contents of the file downloaded in Step ③ and upload it again.

Caution

• Registered users' email addresses cannot be changed via "Bulk Settings." To change an email address, go to "User Settings" "Individual Settings".
  Operation Manual : User Settings: Register, Edit, and Delete Individually
• If you change the email address of an existing user in a CSV file and upload it, the original user information will be deleted and the user will be registered as a new user.
  If applicable users are included, an alert will be displayed in advance, and you can download a list of users subject to deletion.
  Please check before uploading to prevent unintended deletions.
  (The alert is displayed only when users with an employee ID are subject to deletion.)
• Deleting a user from the CSV file will completely remove their registration information and it cannot be recovered.
• If using "View Permission Rules," after updating user information such as department assignment, go to "View Permissions Settings" "Grant/Update Permissions" to reflect the changes. Changes in "User Settings" are not reflected automatically.
  Operation Manual: View Permissions Settings Set by rules
• If you are using multiple services or company accounts with the same email address registered, certain user information will be updated across all services when you make changes to your user information. For more details, please refer to “Regarding user information synchronized across multiple services and companies”

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Change the Scheduled Sending Time for Account Activation Emails

Details about the notification email: Account Activation Email
You can change the scheduled sending time of account activation emails using either of the following methods:

・Select users and change individually
・Specify conditions and change in bulk

Caution

Once scheduled, email sending cannot be changed to "Do Not Send." To cancel, change the user's role to "Respondent" in "User Settings".

Select Users and Change Individually

① In the "Admin" screen, click "User Settings" ▶ "List of Sent Emails".

② Under "Scheduled" select the users you want to change, then click "Email Send Settings" ▶ "Configure Selected Send Schedules".

・Scheduled : Displays all emails scheduled to be sent.
・Sent : Displays all emails that have already been sent.

③ Select "Send Now" or "Send at a Specified Date and Time" and click "Save".

Specify Conditions and Change in Bulk

① In the "Admin" screen, click "User Settings" ▶ "List of Sent Emails".

② Under "Scheduled" select the users you want to change, then click "Email Send Settings" ▶ "Configure in Bulk with Specified Conditions".
・Scheduled : Displays all emails scheduled to be sent.
・Sent : Displays all emails that have already been sent.

③ Select "Target Group" and either "Send Now" or "Send at a Specified Date and Time" then click "Save".