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Linking Unmanaged Users to Existing Users

Updated
[Notice of UI Terminology Changes]
With recent updates, we are gradually changing the term "Member" to "User" and "Employee ID" to "User ID" within our help pages. If you still see "Member" or "Employee ID" on your screen, please read them as "User" or "User ID" respectively. For more details, please refer to this announcement.

This page explains how to link detected unmanaged users to existing users. This allows you to organize duplicate account information and consolidate them into the correct user.

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

This page explains how to link detected unmanaged users to existing users. This allows you to organize duplicate account information and consolidate them into the correct user.

For more details about unmanaged users, please refer to the following article.
Reference: Handling Detected Unmanaged Users

Steps

  1. Click "Users" in the left menu of Josys to open the User Profiles.
  2. Click the "Unmanaged Users" tab.
  3. Click the target user from the displayed list.
  4. Click the "Link as App Account" button at the top of the page.
  5. A pop-up will appear. Search for the target employee to link by using their name or email address.
  6. Once you find the target user, click on them.
  7. Click "Next" in the bottom right corner.
  8. A confirmation screen will appear. Review the details and click "Execute" in the bottom right corner.

Behavior After Linking

Once the linking is complete, the unmanaged user's information is consolidated into the selected user.

Reference: What is a Linked ID?

Checking the Link Status

You can check the link status by following the steps below.

  1. Click "Users" in the left menu of Josys to open the User Profiles.
  2. Search for the user you just linked.
  3. Click the displayed user.
  4. Click "Linked ID" in the middle of the screen.
  5. You can confirm that the email address or the in-app user ID of the person who was listed as an unmanaged user has been registered.
  6. Click "Apps" on the left side of the screen.
  7. You can confirm that the app is linked with an ID other than the "Email Address" or "User ID" registered in the User Profiles.
⚠️ For bulk linking, please refer to the following page.
Bulk Registering Linked IDs via CSV
⚠️ For instructions on how to unlink information, please refer to the following page.
Unlinking Linked IDs

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