[Notice of UI Terminology Change]
With recent updates, the term "Member" on the screen has been changed to "User." If you still see "Member" in some parts of this help documentation, please read it as "User." For more details on this change, please refer to this announcement.
With recent updates, the term "Member" on the screen has been changed to "User." If you still see "Member" in some parts of this help documentation, please read it as "User." For more details on this change, please refer to this announcement.
Note: The screenshots in this article are currently taken from the Japanese version of the product. Some labels in the images may differ from the English interface.
Overview
💡 By using the Custom App feature, you can manage accounts for apps that do not support API integration with Josys, as well as in-house developed systems.
Registering a New Custom App
- Select "Apps" from the left sidebar of the Josys admin panel.
- Select "Managed Apps" and click the "Custom Apps" tab.
- Click "+ Register" at the top right of the details screen for the corresponding app.
- Enter the required information and click "Save" to complete the registration.
Reference:
Admin: The internal administrator of the app.
Vendor Contact: The contact person on the SaaS vendor side.
Adding Notes/Files to a Custom App
After registering a new custom app, you can add notes or upload files by opening the "Notes/Files" tab from the details screen of each custom app. The "Notes" field can contain up to 255 characters (both single-byte and double-byte). Line breaks are not supported.
Assigning Employees
A. Assigning from the App Screen
- Select "Managed Apps" and click the "Custom Apps" tab.
- Click the "+ Add User" button to add users to the custom app's user list.
When adding a user, you can also specify "Licenses" and "Role."
You can enter up to 255 characters (both single-byte and double-byte).
B. Assigning from the User Screen
Please refer to the account provisioning help page to provision accounts.
Provisioning App Accounts
C. Assigning in Bulk via CSV
-
Prepare the CSV file for upload according to the Custom App CSV File Format.
*The custom app itself must be registered in advance before uploading. - Upload the CSV file by clicking
Import Fileon the Custom Apps screen.
⚠️ When assigning in bulk via CSV, users who are not registered in the User Profiles will be automatically registered as "Unmanaged Users."
Exporting Account Information
You can choose from two export formats by clicking the
Download button.Reference: How to Export Data from Josys
Unassigning Custom Apps
💡 Difference between "Delete" and "Suspend"
Selecting "Suspend" allows you to keep the assignment history of the app on the employee's page.
Selecting "Delete" will remove the assignment along with its history.
Selecting "Suspend" allows you to keep the assignment history of the app on the employee's page.
Selecting "Delete" will remove the assignment along with its history.
A. Deleting/Suspending from the Employee Page
- Open Users from the left menu, then open User Profiles.
- Search for the target user from the list.
- Click on the user's row to open their details page.
- Click the "
⋮" icon in the row of the corresponding app, and select either "Delete" or "Suspend".
B. Deleting/Suspending from the App Screen
- Go to Apps > Managed Apps from the left menu, and open the "Custom Apps" tab.
- Click on the row of the corresponding app to open its details page.
- Select the target employee, click the "
⋮" icon, and select either "Delete" or "Suspend".