Here we will explain the file input rules for when importing user names, permissions, and other user information from a CSV file. For how to do this, see here.
For how to do this, see here.
| Item name | Required | Input rule | Notes |
|---|---|---|---|
| Department * | ○ | This department must have already been registered |
|
| User ID * | ○ | The following conditions are fulfilled: 1. It contains only one-byte alphanumbers and symbols(. - _ &) 2. It is 20 characters or less |
If a non-existent User ID is specified, a new user will be added If an existing User ID is specified, that user will be edited |
| User Name * | ○ | 60 characters or less | |
| Alternative Name | 256 characters or less | ||
| Email Address * | ○ | The following conditions are fulfilled: 1. It contains only one-byte alphanumbers and symbols 2. It is 100 characters or less |
Same email addresses cannot be specified in one company |
| Sub-Email Address | The following conditions are fulfilled: 1. It contains only one-byte alphanumbers and symbols 2. It is 100 characters or less |
||
| Start Using Date * | ○ | When adding new users, the date must be today or later. Divisions are made by slashes or hyphens E.g., 1999/01/01、1999-01-01 | After usage has started, this cannot be changed |
| Language (Display Language for System) | For Japanese, input "ja" "For English, input "en" " For Chinese (simplified), please input "zh-Hans" |
If this is left blank when adding a user, the language currently displayed on the screen will be registered. If this is left blank when editing a user, no change will be made | |
| Format for Incoming Email | For HTML format, input "html" For TEXTformat, input "text" | If this is left blank when adding a user, this will be set to HTML. If this is left blank when editing a user, no change will be made | |
| SAML Name ID | Same SAML Name IDs cannot be specified in one company | ||
| [Privilege] User Type | Input "0" to give regular user permissions Input "1" to give system administrator permissions Input "2" to give sectional administrator permissions |
If this is left blank when adding users, regular user permissions will be given. If this is left blank when editing users, no change will be made. |
|
| [Privilege] All Data Update | Input "1" to give this permission Input "0" to not give this permission" | If this is left blank when adding a user, the permission will not be given. If this is left blank when editing a user, no change will be made | |
| [Privilege] Download Cards, Reports | For downloading permission of only "My data", input "1". For downloading permission of all data, input "2". Input "3" to grant custom download permission (only for specified departments) and Input "0" to not give this permission | If this is left blank when adding a user, the permission will not be given. If this is left blank when editing a user, no change will be made | |
| [Privilege] Bulk Email Function | Input "1" to give this permission Input "0" to not give this permission | If this is left blank when adding a user, the permission will not be given. If this is left blank when editing a user, no change will be made | |
| [Privilege] Opportunities | For usage permission of a general user, input "1" To give administrator level permission, input "2" Input "0" to not give this permission | If this is left blank when adding a user, the permission will not be given. If this is left blank when editing a user, no change will be made | |
| [Privilege] API Connect | Input "1" to give this permission Input "0" to not give this permission | If this is left blank when adding a user, the permission will not be given. If this is left blank when editing a user, no change will be made | |
| [Privilege] View Usage Record | Input "1" to give this permission Input "0" to not give this permission | If this is left blank when adding a user, the permission will not be given. If this is left blank when editing a user, no change will be made | |
| [Privilege] Download Company,Organization Tree | Input "1" to give this permission Input "0" to not give this permission | If this is left blank when adding a user, the permission will not be given. If this is left blank when editing a user, no change will be made | |
| Account status | Enter "inactive" to inactivate a user. Enter "active" to reactivate an inactivate users. | An error will result if "inactive" is entered when adding a user. Leaving the field empty when editing the user will result in no change. | |
| Delete Flag | To delete user, input "1" | An error will occur if you enter "1" when adding a user..If this is left blank when editing a user, no change will be made |
Other input rules
Users on other contracts cannot be edited or deleted.
Users who currently have cards that are transcribing cannot be deleted.
Users currently undergoing "Change Holder" cannot be deleted.
The situation cannot be created where not even one person has system administrator level permissions.
The situation cannot be created where not even one person has Opportunities administrator permissions if Oppoertunities is being used.
The number of users cannot be zero.