M306: Update or Delete a User Account

 

When there are changes in User's affiliations [Organization] or given Roles [Role] as a consequence of personnel changes, etc., you can modify the properties of these User Accounts. To Add or Delete User Accounts the System Privilege [User Manager] Authorization is required.

1. Overview of the Impact of Modifying User Account Attributes

a. Change in Issues List

After modifying User's affiliations to Organizations or Roles, those Users can view the Issues which the new attributes allow them to

b. Grant or Revoke Privileges

When a User is assigned to an [Organization] which has been granted certain privileges, the User will be given those privileges automatically

2. Update User Accounts

a. Modify individually

Edit User name, email address, Organization, Position, Role, etc. in the User Account Details screen

b. Modify in bulk

Update in bulk with CSV data

R3050: Properties of User Accounts
R3051: Formats for CSV Bulk Modification (User)
System Settings – User List

• Registered passwords are invisible
• You can retrieve a CSV sample by clicking [Download All] in User List screen
• In CSV Bulk Modification;
  • accounts are identified by the email address and updated all data except the Email Address
  • leave the password field blank if you do not want to update the registered password
  • if no Organization is specified the Account will not belong to any Organization
  • rows with unregistered email addresses are regarded as new Accounts to be added
• You cannot modify email addresses in bulk (modify individually)

3. Delete User Accounts

1. Change the App definition of those specifying the user

Check the Apps from [Apps referencing to the user] and change the App settings

2. Delete Users

Click [Delete User] in the User Accounts detail screen

• Change the app settings before deleting so that the App specifying the user does not cause a runtime error
  • You can check the impact of deletion by marking it as [Will be deleted in the future] in advance
• Select a User to be reallocated the Tasks which remain in [My Tasks] (including allocated Issues)
• Tasks in [Offered] are to be re-evaluated respectively
• You can mark multiple Users as “Will be deleted in the future” in bulk via CSV input

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Z. More Info

• FAQ: What will Happen to the Operational Records of the Past when I Delete a User?
• User deletion using API: Synchronizing User Information with Local Data (User Information Chapter)