Adding/removing group affiliation via CSV
When registering users in a CSV batch, the "Add Group Affiliation" and "Remove Group Affiliation" items can be set.
The following is an explanation of how to set up the system.
Required
Group manager(Edit)
How to set
By adding items to the CSV file, you can "add group affiliation" and "remove group affiliation" settings.
The following explanation is divided into the cases of registering a new user and updating an existing user.
Add group
01. Go to Manage users
Click on "Manage users."
02. Open user batch registration/update screen
Select the "+" icon in the upper left corner of the user management screen > "Batch Operation (CSV)" > "Batch User Registration/Update".
03. Download CSV format
Click "Download" on the right side of the "Batch User Registration/Update" screen.
04. Add an item
Open the downloaded CSV file.
New columns "Add Group Affiliation" and "Remove Group Affiliation" can be added.
To set up, enter a group in each of these columns.
Save the settings.
Newly registered users cannot set "Group Unaffiliation".
For the order of priority of each item regarding group affiliation,Item Priority.".
- Entering multiple groups: separate them with "||".
Example: Group A||Group B - Entering groups of hierarchical relationships: separate them with ">>>" and enter them from the parent hierarchy.
Example: group in parent hierarchy>>group in child hierarchy
05. Upload Files
Return to the "Batch User Registration/Update" screen and select a CSV file from the "Select File" menu.
Click on "Execute Upload and Proceed to Confirmation Screen.
06. Upload Results
If the upload runs without problems, the "Bulk Invite Users List" screen will open.
Here you will see the information of the user who uploaded the file.
To complete your registration, click on "Execute Registration".
When registering a new user, the user will be assigned to the group entered in either "Group Affiliation" or "Add Group Affiliation". However, "Add Group Affiliation" takes precedence.
07. About the group you belong to
In the case of the above new registration, the user concerned will belong to "Group A".
update
01. Go to Manage users
Click on "Manage users."
02. Download user information
Select the "+" icon in the upper left corner of the user management screen > "Batch Operation (CSV)" > "User Download".
03. Add an item
Open the downloaded CSV file.
New columns "Add Group Affiliation" and "Remove Group Affiliation" can be added.
To set up, enter a group in each of these columns.
Save the settings.
*For the order of priority of each item regarding group affiliation,Item Priority.".
- Entering multiple groups: separate them with "||".
Example: Group A||Group B - Entering groups of hierarchical relationships: separate them with ">>>" and enter them from the parent hierarchy.
Example: group in parent hierarchy>>group in child hierarchy
04. Upload Files
Return to the "Batch User Registration/Update" screen and select a CSV file from the "Select File" menu.
Click on "Execute Upload and Proceed to Confirmation Screen.
05. Upload Results
If the upload runs without problems, the "Bulk Invite Users List" screen will open.
Here you will see the information of the user who uploaded the file.
To complete your registration, click on "Execute Registration".
06. About the group you belong to
In the case of the above update, the user in question will belong to two groups: the "Administrative Group" to which the user originally belonged and the "Group B" to which the user was added.
Item Priority
Each item related to group affiliation has a priority order as follows
Along the way, group affiliations are registered.
Add group affiliation > Remove group affiliation > Group affiliation