Account management

Table of Contents

• Account management
• Suspended account management
• Position management
• Deleted accounts

Account management

List and search

[Screen description]
Manages all internal user accounts within the company.

[How to use]

1. Click ‘Account Management’ in the main menu.
2. Click the ‘Account Management’ menu under the detailed menu.
3. The list of internal user accounts will be displayed in the details section.
4. To search for a user account, enter a username or name in the search bar at the top.
5. Click the [Search] button.
6. The selected user's account will appear below.

Account addition

[Screen description]
Adds a new user account.
Required fields (marked with * in the list below) must be filled out for the account to be registered.

[How to use]

1. Click the [Add Account] button in the details section.
2. The account addition screen will appear.
3. Enter the information for the user to be added.
4. Click the [Save] button.

[Feature description]
* Items marked with * are required fields.

Feature	Description
Account addition	Moves to the account addition page.
*Department	Activates the department management window where you can select the department (team) the user belongs to.
Department management window	It is in a tree structure, and clicking on the department name will select that department.
Position	Changes the user’s position.
*ID	Enter the desired ID. Once registered, the ID cannot be changed.
*Name	Enter the user's name.
Email	Enter the email address. It is a required field if you select "Send Email for Password Reset."
User permissions	Regular User: No administrative privileges Department Head (Middle Manager): Can manage projects and shared folders Administrator: Can access and manage the admin page The default is Regular User.
Phone number	Changes the phone number.
Mobile number	Changes the mobile phone number.
*Storage allocation	Changes the storage allocation for FilingBox personal space. The default is based on the personal space capacity defined in Policy Management Default Allocation Capacity Management.
*Temporarily suspend	Suspends the user account from being used. The default is NO.
Expiration date	Selects the account expiration date for the user.
Save	Creates the account with the information entered on the account addition page.
Cancel	Exits the account addition page.

Clicking the [Department Search] button or clicking the input field will activate the department management window where you can select a department.
You can check for duplicate IDs by clicking the [Duplicate Check] button.
Users set as department heads can create shared folders.
The storage capacity for personal folders is pre-filled with the value specified in the default capacity management for the system area.
If the temporary suspension is set to 'YES', the user will not be able to access FilingBox.
If an expiration date is set, the user will no longer be able to access FilingBox after the specified period.

Account modification

[Screen description]
This allows you to modify the user information of the account. You can also designate the user as a department head, and specify or modify the account usage period and temporary suspension settings.

[How to use]

1. Click the name of the account you want to modify in the details.
2. The account management screen will be displayed.
3. Make the necessary changes.
4. Click the [Save] button at the bottom to complete the modification.

Feature	Description
Account list name	Navigate to the account detail/view/edit page
Department	Activates the department management window where you can select the user's department
Department management window	It is structured as a tree, and clicking on the department name selects that department
Position	Change the position
Username	The username cannot be changed.
Account edit name	Change the user's name
Password	Change the password If the user forgets their password, the administrator can execute [Password Reset], which deletes the old password and creates and saves a new password identical to the username
Email	Change the email
User permissions	Regular user: No admin privileges Department head (mid-level manager): Can create and manage projects/shared folders Administrator: Can access the admin page and manage policies
Phone number	Change the phone number
Mobile phone number	Change the mobile phone number
Storage allocation	Change the personal folder's storage capacity
Suspension	Temporarily suspend the user account
Expiration date	Set the expiration date for the user account
Save	Modify and save the account information with the changes made on the account edit page
Cancel	Exit the account edit page

Account deletion

[Screen description]
Deletes the selected account.

[How to use]

1. Check the account to be deleted from the account list.
2. Click the [Delete] button to delete the selected account.
   You can delete multiple accounts at once by using the checkboxes.

Suspended account management

[Screen description]
Manages suspended accounts of internal users in the company.

[How to use]

1. Click on 'Account Management' in the main menu.
2. Click on the 'Suspended Account Management' menu in the account management submenu.
3. The account list of internal users will appear in the details section.
4. To search for a user's account, enter the ID or name in the search bar at the top.
5. Click the [Search] button.
6. If you change the suspension status to 'NO', the account will be moved to account management.
7. If you click the [EXCEL] button, it will be downloaded in Excel format.

Position management

[Screen description]
Allows you to add and delete positions based on company regulations, and assign rank to each position.

[How to use]

1. Click on 'Account Management' in the main menu.
2. Click on the 'Position Management' menu in the account management submenu.
3. The list of positions will appear in the details screen.
4. To add a position, enter the position name in the text input field.
5. Click the [Apply] button.
6. A position creation confirmation message will appear, and the entered position will be added at the bottom.

Deleted accounts

[Screen description]
View the list of accounts deleted by the administrator.
The entire deletion status is displayed, and specific users can be searched by name or ID.

[How to use]

1. Click on 'Account Management' in the main menu.
2. Click on the 'Deleted Accounts' menu in the account management submenu.
3. Select the search criteria (name/ID), enter the keyword, and press [Enter] or click the [Search] button.
4. You can transfer backup files to a specific department folder when deleting accounts.
5. Click [Transfer Available]. The deleted files are transferred to the selected department folder.
6. When deleting, backup files can be permanently deleted.
7. A confirmation prompt will appear. Click [OK] to delete the backup data.