Creating and editing Managed Accounts

Managed Accounts are available with Nulab Pass subscriptions after an organization’s domains are verified by the admin. The admin is the only one who can create, edit or delete a Managed Account.

Creating a Managed Account

To create a Managed Account, from your Organization Settings

  1. Go to Members > Add new account.

  2. Enter the user’s details in the Create Manage Account window based on the table below.

    Fields

    Description

    User Name

    Name used across all Nulab products.

    Email

    Only emails with verified domains can be used.

    Unique ID

    Used for @mention tags (E.g., Typetalk/Cacoo).

    Language

    User’s preferred language (English or Japanese).

    Timezone

    User’s timezone.

    Teams

    Teams the user is part of. Create a team before adding Managed Accounts.

    Role

    User’s organizational role and Nulab product privileges. Learn more about user roles.

  3. Select Create to create the account and automatically send an invitation email to the user.

Notes:

  • If you invite Members by Email, they are registered as Nulab Accounts and only they can edit their account details.
  • Existing Nulab Accounts need to be changed to Managed Accounts to be able to use Nulab Pass.

Creating multiple Managed Accounts

To create multiple Managed Accounts at once from your Organization Settings:

  1. Go to Members > Add new account.
  2. In the pop-up window, select Bulk Managed Accounts Creation.

  3. Follow the steps provided.

  4. After uploading the CSV, you’ll be prompted to review the details of the Managed Accounts. Errors will be clearly marked.

  5. Once ready, select Create to automatically send an invitation email to the users.

Editing a Managed Account

To edit a Managed Account via the Members page:

  1. Hover over the user whose account you want to edit.
  2. Select Edit.
  3. Make edits and select Save.

Notes:

  • Changes made in the IdP are not synced with Managed Accounts. 
  • You can only edit one Managed Account at a time.
  • Emails for Managed Accounts can only be changed to ones with verified domains.

Deleting Managed Accounts

To delete a Managed Account via the Members page:

  1. Hover over the user whose account you want to delete.
  2. Select Delete.

  3. Confirm your choice to automatically send an email to the user. 

To delete multiple accounts at once:

  1. Hover over the user whose account you want to delete.
  2. Select the checkbox.
  3. Select Delete on the top right.

Notes:

  • An account can’t be recovered after it’s deleted.
  • The account of the only admin, plan admin or audit log admin can’t be deleted.
  • Deleting an account doesn’t remove a user’s Backlog issues or wikis, Cacoo diagrams, or Typetalk conversations.
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