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 follow the instructions in Bulk User Settings: Create a User List Files to register users

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

⑥ Click "Execute Bulk Settings".

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

⑧ Select either “Send Now” or “Schedule Send” for account issuance timing for new users, then click “Execute Bulk Settings”

User roles that will receive the account activation email:

• Engagement / Sharing
  • System Owner
  • Administrator
  • Action Plan Manager
  • Sharing Member
• Role Development
  • Users with login enabled

The following users will not receive the email:

• Users who have already received the account activation email
  * To resend, go to “User Settings” and resend the account activation email.
• Users set to “Service Unavailable” or “Login Disabled” for all services
  * Even if “Survey Respondent” users are enabled, they will not receive the email.

For details on notification emails: Common Admin : Outline of Emails Sent to Users

⑨ Click "Close"

Even if you click "Close" partway through, the process will continue. You will be notified by email once it is completed.

Note

• The account activation email will not be sent to email addresses that have already been used to issue an account. If you need to resend it, please resend the account activation email from "User Settings".
   
• Regarding the number of users per service
  • The number of users per service can be managed individually. For details, please see Change the number of users for the service.
     
• If you are using Motivation Cloud Engagement
  • To display survey results to users, in addition to assigning them the Action Plan Manager role, please also link their departments via Action Plan Manager Settings or View Permissions Settings.
     
  • We recommend setting the account activation email to be sent around the result reflection date. If users log in before the survey results are reflected, no data will appear on the screen for Action Plan Managers linked via Action Plan Manager Settings or View Permissions Settings.

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Edit or Delete Users in Bulk

To edit or delete users, modify or remove entries in the file downloaded in Step ②, then upload it again.

Note

• Email addresses of already registered users cannot be changed through "Bulk Settings." To change them, go to "User Settings" "Individual Settings".
  Operation Manual: User Settings: Register, Edit, and Delete Individually
   
• Deleting an existing user from the CSV file will remove all of their registration information. This information cannot be recovered.
   
• If you change an email address in the CSV file, the user will be deleted and re-registered as a new user. All associated organization and attribute information will be reset and cannot be restored.
   
• If you are using Motivation Cloud Engagement
  • If using “View Permissions Rule Settings,” after updating user information such as department, click “Go to Grant/Update Permissions” under “View Permissions Settings” to reflect the changes. Updates made in “User Settings” will not be automatically reflected.
    Operation Manual: View Permissions Settings Set by rules