Create & Edit Managed Accounts

After you have subscribed to Nulab Pass, the Managed Account feature will be available. As an organization admin, you can create a managed account in the organization, and also edit or delete the details of a managed account. 

Create a Managed Account

To create a Managed Account, from the Organization Settings, 

1. Go to Members > Create Manage Account(s).
   
   
2. Create Manage Account dialogue will pop up. Enter the user details and role settings.
   The table below explains the field details.
   

   Fields	Description
   User Name	Name given for the user that will reflect across every Nulab cloud products.
   Email	User registered email address.
   Unique ID	The ID that is used for @mention tags (Ie: Typetalk/Cacoo)
   Language	The language that will be used by the user. *we only support English and Japanese language.
   Timezone	User’s timezone.
   Teams	Group the user into a relevant team. *it is advisable to create a team first before create a Managed Account.
   Role	User’s role and additional privileges when access to your organization’s Nulab cloud products. *to learn more about each role permission, see user roles.

3. Click Create to create the account. An invitation email will be sent to the user.
   
   

Notes: 

• If you use the Invite Members by Email function, the invited user’s account will be registered as Nulab Account. In that case, you are unable to manage their user account details. Only the user can edit their account details.
• You cannot create both Nulab Account and Managed Account using the same email address within the organization. 
• For now, existing Nulab Accounts cannot migrate to Manage Accounts automatically. For existing Nulab Account users to use Nulab Pass, you will need to remove the existing Nulab Account user and re-invite the user as Managed Account manually.

Create multiple Managed Accounts at a time

If you plan to create multiple managed accounts at a time, from the Organization Settings, 

1. Go to Members > Create Manage Account(s).
2. Create Manage Account dialogue will pop up. Select Bulk Managed Accounts Creation.
   
   
3. In the Bulk Managed Accounts Creation dialogue, simply follow the steps provided by downloading the CSV template file, fill up the required details, and upload the file.
   
   
4. After the CSV has been uploaded, a dialogue will prompt and populate the details of the Managed Accounts that you have filled in for further review.
   *If there is any error detected, an error message will display and indicate the reason.
   
   
5. After your review, select the Create button. An invitation email will be sent to the user.

Edit Managed Account

As an administrator, to edit or make changes to the user’s managed account, in the organization members settings page, 

1. Hover over the user whose details you wish to edit and you will see an Edit link. 
2. Click the Edit link. 
3. Make changes to the user’s details and click Save or Apply to apply the changes. 
   
   

Note: 

• The user’s information from the IdP and the Managed Account are not synchronized. Any information changes that have been made in the IdP will not affect the Managed Account details. 
• It is not possible to edit the Managed Account details of multiple users at one go even though you have selected their checkbox. 

Delete Managed Accounts

As an administrator, you can delete a managed account from the organization members settings page. To delete the managed account: 

1. Hover over the user that you wish to delete, and a delete icon and word will be displayed.
2. Click Delete.
   
   
3. A confirmation window will prompt you to confirm your action. Click OK to perform the delete. 
4. Users will get a notification email from Nulab after their account has been deleted.

You can also delete multiple accounts at a time. To perform this action:

1. Hover over to the user account and a checkbox will appear at the left of the user name.
2. Select multiple users’ checkbox.
3. Click Delete at the top right.
   
   

Note:

• Take note that once the account is deleted, it cannot be retrieved. 
• The information created by the deleted account (users) in the Nulab cloud products will not be removed. For example, Backlog issues or wikis, Cacoo diagrams or Typetalk conversations that have been created by the user will not be removed when their account is deleted from the Nulab organization.