- Can I register information of accounts in batch?
- Yes, you can use batch registration with CSV file.
In order to use Questetra in teams and organizations, it is necessary to register account information of system users. As well as "user" information, registration of "organization" and "role" as the basis for deciding person in charge of work is also necessary (and important!), so I will explain.
What is User/Organization/Role?
"User" is a person who logs in to Questetra and handles work. In Questetra, an email address is used as the ID at login, so a different email address is needed for each User.
"Organization" and "Role" are both a group of "Users". In Questetra, a single "User" can belong to more than one "Organizations" and "Roles". Groups which have a hierarchical structure with mutual (parent-child) relationships are called "Organizations", those without a hierarchical structure and independent of each other are called "Roles".
Departments on organizational charts such as for example, "Sales department" and "Development section", are usually represented by "Organization". On the other hand, job titles such as "section chief" or project teams such as "company retreat planning team" are represented by "Role". Since in the business flow, you can decide the person in charge of work using "Organization" or "Role", such as "member of Sales department" or "department manager of Development department", so designing of Organization (Role) is as important as designing the business flow itself. First of all, we recommend that you write down the information to be registered before registering.
Batch registration with CSV file
"User", "Organization", "Role" can be collectively registered using the CSV file of the following format respectively. Prepare CSV files with one record (1 User, 1 Organization, 1 Role) on each one line.
|Information to be Registered||Format (CSV format)|
|User||User name, E-mail address, (Password) (, Belonging Organization 1, Belonging Organization 2, ...)|
|Organization||Organization name(,Email address(,Parent Organization))|
|Role||Role name(,belonging User name1,belonging User name2,…)|
In batch registration of "User", you can register "Organization" at the same time. Also in batch registration of "Roles", members (Users) of Roles can be registered at the same time. Please note that in batch registration, if you overlapping an existing data, it will be overwritten.
Also, in order to register affiliation to "Organization" together in "User" batch registration, it is premised that the target Organization has been registered in advance. It is efficient to conduct batch registration in the order 1. -> 2. "user" -> 3. "role"