Settings > Users Settings

User List

The organization members are listed in the creation order of Cards R accounts.

Add User to your Organization

You can specify the email and add an user that not join other Cards R organizations.

Procedure

  1. Click [Global Menu] () > [Settings]
  2. Click [User Settings] > [Add] ()
  3. Input the email to [Email]
  4. Input the email to [User name]
  5. Input the email to [Temporary password]
  6. You can change User settings value.
  7. Click [Add]

Caution

  • The email notification from the system is not sent to the email address of the added user.
  • Please inform the added user of the Temporary password individually.
  • The added user needs to change the password after the first login.

Remove User from Organization

To remove, select users in the user list and execute [Remove].

Procedure

  1. Click [Global Menu] () > [Settings]
  2. Click [User Settings] > (Select Users) > [Remove from Organization] ()
  3. Click [Remove]

Caution

  • the owner of the contact owned by the user is changed to the primary organization administrator,
  • the contact relation of the user is removed,
  • the user is removed from all belonging groups,
  • the creator of the group created by the user is changed to the primary organization administrator.

Edit user

You can modify user information and save.
Only users with roles that can change System Settings can be performed.
Also, you can change [User name] and [Additional information] of the user you are accessing.

Procedure

  1. Click [Global Menu] () > [Settings]
  2. Click [User Settings] > (Select an user) > [Edit]
  3. You can change User settings value.
  4. Click [Save]

User settings value

Field Selection Description
Email This is the user email address displayed on Cards R.
User name (Text) This is the user name displayed on Cards R. You can set an free character string.
Role Primary Administrator Initially it is assigned to the user who created the organization and only one person in the organization.
To change the privilege of the primary administrator, set another member as the primary administrator.
Administrator It is an administrator user of the organization.
User It is a general user of the organization.
CSV Export Check by role System check whether able to export by the roles set in [System Settings] > [Privilege] > [Organization settings].
By default, [Primary Administrator] and [Administrator] users can export Contacts CSV.
Available The user can export Contacts CSV.
Team (Team Dialog) You can select and configure the team to which the user belongs.
Additional information (Text) You can input information of users in your organization with free text.

Allot Plan

The user without Cards R plan cannot use Cards R.

You cannot allot the plan to the members more than the purchased quantity.
You can allot plans to them after you purchased the plan more.

When a plan is removed from a user, the user cannot use Cards R.
Even if the owner of a contact, the related person of a contact, the creator of a group or the member of a group is removed the plan, the owner, relation, creator and member is not changed.
After allotted the plan to the user again, the user can use Cards R as the same as before the plan removed.
When you removed the plan to the user, delete the user session.

Other Commands

Items in [Other Commands] can only be executed by users in roles that can change [Organization settings].

Export User List

All user information of the organization can be output in CSV format.

Set User from File

Users can be added to a Cards R organization by a CSV file containing user information.

edit User from File

The CSV file containing user information allows you to update the user information of Cards R organization.

Delete Session

You can delete session information for the selected user.
All login information of the user who deleted the session information is deleted, and to use Cards R,
it is necessary to login again.

Removal procedure

  1. Click [Global Menu] () > [Settings]
  2. Click [User Settings]
  3. Select the user whose session you want to delete
  4. Click [Other Commands] > [Delete Session]
  5. Click [OK]

Reset TFA

You can reset TFA of the selected user.
Users who reset TFA can log in to Cards R with their email address and password.

If [Settings] > [Security Settings] > [Two Factor Authentication Settings] > [Set TFA for all users of organization] is [On],
even if you reset TFA, the selected user will need to set up TFA again the next time you log in.

Reset procedure

  1. Click [Global Menu] () > [Settings]
  2. Click [User Settings]
  3. Select the user for whom you want to reset 2-step authentication
  4. Click [Other Commands] > [Reset TFA]
  5. Click [OK]