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Registering Employee Information in the User Profiles

Updated
[Notice of UI Terminology Changes]
Along with sequential updates, the term "Member" is being changed to "User", and "Employee ID" is being changed to "User ID" within the help pages. If "Member" or "Employee ID" is still displayed on your screen, please read them as "User" or "User ID" while referring to this help documentation. For more details on the background, please check this announcement.

Overview

This page explains how to register employee information in the Josys User Profiles.

Registration Methods

There are five ways to register users in the Josys User Profiles.
Please choose the method that best suits your needs.

1. Register Manually
2. Register Manually (Simultaneously Provision GWS / MS365 Accounts)
3. Bulk Register via CSV File
4. Register Detected Unmanaged Users as Users
5. Register External SaaS Tools as Data Sources

Steps

1. Register Manually

  1. Click "Users" in the left sidebar of Josys to open the User Profiles.
  2. Click "+ Register" in the top right corner.
  3. When the options appear, click "Register User".
  4. A pop-up window will appear. Enter the information for each field.
    *If you want to add more input fields, please use the Custom Fields feature.
    Reference: Setting Up Custom Fields
  5. After entering the information, click "Add User" in the bottom right corner.
💡The following fields are required:
・Status
・Last Name
・Email Address or User ID
For users who do not have either an email address or a User ID,
please enter a temporary User ID. (e.g., External_9999)

2. Register Manually (Simultaneously Provision GWS / MS365 Accounts)

This option is only available for customers who have set up their User Profiles
via External Data Sources integration with Google Workspace or MS365 (Entra ID).

Even if you have integrated multiple tenants via the App Catalog,
only the tenant used for External Data Sources integration can be used with this feature.
Reference: Integrating with External Systems (External Data Sources) to Create User Profiles

Eligible customers can provision GWS/MS365 accounts at the same time
as registering users in the Josys User Profiles.
Accounts will be created with the specified email address.

  1. Click "Users" in the left sidebar of Josys to open the User Profiles.
  2. Click "+ Register" in the top right corner.
  3. When the options appear, click "Create GWS/MS365 Account and Register User".
  4. A pop-up window will appear. Enter the information for each field.
  5. After entering the information, click "Register" in the bottom right corner.

3. Bulk Register via CSV File

You can import a CSV file to register user information in bulk.
You can either generate and download a user file, or if you already have a user list,
you can import it using Josys AI.

For detailed steps, please refer to the following help page:
Reference: Bulk Registering and Editing User Information in User Profiles via CSV File

4. Register Detected Unmanaged Users as Users

You can register detected unmanaged users as regular users.
For detailed steps, please refer to the following help page:
Reference: Detecting and Handling Unmanaged Users

5. Register External SaaS Tools as Data Sources

You can register the external SaaS tools you use as data sources in Josys.
For detailed steps, please refer to the following help page.

Reference: Integrating with External Systems (External Data Sources) to Create User Profiles

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