> ## Documentation Index > Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt > Use this file to discover all available pages before exploring further. # 1. Add, Edit, and Delete People > Steps to add, edit, and delete People in the Directory. Includes bulk operations and CSV import/export. #### Add People You can add People to the Directory individually or via [CSV import](#csv-import). #### Create a new person Follow these steps to add a user individually. 1. Click **Add new person** in the upper-right corner of the Directory screen. The Add new person button in the upper-right of the Directory screen 2. Enter the user information in the form that appears, then click **Apply**. The user information input screen for a new person 3. The registered user appears in the Directory list. #### Edit People 1. Go to Directory, select a person, and edit the fields on the **User Information** screen. 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. #### Delete People #### Archive 1. To hide unnecessary People, click ︙ (three-dot menu) in the Directory list and select **Archive**. You can archive People 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 #### Delete This permanently removes People 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 #### Bulk operations #### 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 | | | | ------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Bulk delete | Select **Delete** in the upper-right to delete the selected People.
On the deletion confirmation screen that appears, verify the selected IDs and click **Confirm** to execute the deletion. | | Bulk archive | Select **Archive** in the upper-right to archive the selected People.
On the confirmation screen that appears, verify the selected IDs and click **Confirm** to execute the archive. | | Bulk edit | Select **Edit** in the upper-right to edit the selected People.
On the **Edit ID** screen, make your edits and click **Save**. A confirmation screen appears — click **Next** then **Save** to apply the bulk edits.
Note: IDs that appear grayed out on the Edit ID screen cannot be edited in bulk. | 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

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](/en/it-management/directory/1xtq0cxipa-directory-csv-import). 4. Click **Select file** to choose the file to import, then run the import. Selecting a file and running the import #### CSV export Click **Export** in the Directory to export a CSV file. The Export button in the Directory #### FAQ #### Q. What should I check if CSV import or export does not work correctly? A. See [\[CSV Import\] Recommended environment and troubleshooting](/en/it-management/device/dwrsgbckjp-device-csv). #### 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 person, 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)](/en/it-management/saas-management/d97dy5z2l7-merge). (After swapping, re-merge the accounts if needed.)