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Add IDs

You can add IDs to the Directory individually or via CSV import.

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Create a new ID

Follow these steps to add an ID individually.
  1. Click Add new ID in the upper-right corner of the Directory screen.
    The Add new ID button in the upper-right of the Directory screen
  2. On the Create new ID screen, enter each item, then click Apply. The Create new ID screen with the personal and organization information fields
  3. The registered ID appears in the Directory list.
If you create an ID without an email address, it is not merged automatically when the same employee’s service account syncs later from the employee master (such as Google Workspace). The service account synced from the employee master is registered as a separate ID, so the same person appears as two IDs. Confirm that they are the same person, then link (merge) them manually. For details, see Manually merge SaaS accounts.

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Edit IDs

  1. Go to Directory, select an ID, and edit the fields on the User Information tab. Editing a person's user information
    1. To edit an email address, go to User Information > Email address and click Edit email address. Edit the address on the Edit email address screen. To swap the primary and secondary addresses, use the up/down buttons on the left side. After editing, click Save. The Edit email address screen
  2. Click Apply after making your edits.

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Delete IDs

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Archive

  1. To hide unnecessary IDs, click ︙ (three-dot menu) in the Directory list and select Archive. You can archive IDs with 0 linked services. Selecting Archive from the three-dot menu
  2. A confirmation screen appears. Click Archive. The archive confirmation screen
  3. Click Confirm to complete the archive. The archive complete screen
You can view archived data under Status > Archived. To unarchive, click Unarchive. The unarchive screen

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Delete

This permanently removes IDs from the Directory. Note that deleted user information no longer appears and cannot be recovered.
  1. Click ︙ (three-dot menu) in the Directory list and select Delete user. Selecting Delete user from the three-dot menu
  2. A dialog appears. Click Delete user.
    The delete confirmation dialog
  3. When the deletion succeeds, a message appears in the upper-right: “ID has been deleted successfully.” The deletion complete notification

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Bulk operations

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Bulk delete, bulk archive, and bulk edit

Click the checkboxes in the upper-left of the Directory. You can select up to 50 items at a time. When you select two or more items, the action menu appears in the upper-right. The bulk operation menu shown when multiple items are selected The following is the Edit ID screen. The Edit ID screen for bulk editing While a bulk operation is processing, the number of IDs being edited appears in the lower-left. A progress percentage also appears there.
The bulk operation progress display

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CSV import

Follow these steps to register People in bulk from a CSV file.
  1. Click Import in the Directory. The Import button in the Directory
  2. On the Import identity data screen, click Download template. Alternatively, export a CSV file via Export. The Import identity data screen
  3. Edit the downloaded template and save it as a CSV file. For details on each field and important notes, see [Directory] How to create a CSV for device inventory import.
  4. Click Select file to choose the file to import, then run the import. Selecting a file and running the import

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CSV export

Click Export in the Directory to export a CSV file. The Export button in the Directory

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FAQ

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Q. What should I check if CSV import or export does not work correctly?

A. See [CSV Import] Recommended environment and troubleshooting.

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Q. What should I check if I cannot swap the primary and secondary email addresses?

A. If swapping email addresses fails, go to Directory, select the ID, and check the All IDs tab. If the IDs are merged, unmerge (split) them first. Then check whether you can swap the primary and secondary addresses on the User Information screen. For details on unmerging, see Account separation (unmerge). (After swapping, re-merge the accounts if needed.)
Last modified on October 13, 2026