👥🔐 User Management in Qualitia Automation Studio

Overview

Qualitia Automation Studio is a modern software automation testing application that has revolutionized the landscape of software quality assurance. It empowers users to confidently streamline and expedite their testing processes, ensuring high-quality software production. But what sets Qualitia Automation Studio apart is its robust User and Role Management system.

🌟 Core Features:

👤🔐 User-Friendly and Secure

The User Management feature in Qualitia Automation Studio is designed to be simple and user-friendly, making it easy for anyone to navigate, regardless of their technical background. Users can quickly be added, edited, or removed, making the management of the testing team a breeze. Moreover, Qualitia Automation Studio is heavily focused on security. It allows for customizable password policies to bolster user account protection, and it supports two-factor authentication for an additional layer of security.

🔗 📏 Seamless Integration and Scalability

Qualitia Automation Studio’s User and Role Management integrates seamlessly with existing systems, allowing you to import users from LDAP, Active Directory, or other user directories. This saves you time and effort, eliminating the need to manually recreate user profiles. Furthermore, Qualitia Automation Studio is built to scale. As your team grows, Qualitia Automation Studio can effortlessly adapt to your changing needs.

In conclusion, Qualitia Automation Studio’s User and Role Management system is not just about controlling access; it's about enabling your team to work more efficiently and securely. It provides you with the tools to manage your testing process effectively, thereby ensuring that your software meets the highest quality standards. Get Qualitia Automation Studio and experience the power of automation testing coupled with superior user and role management. 🚀🎯

📚 About this Guide

This guide covers user management in Qualitia, a crucial first step for efficient project management. We will discuss how to create, update, and remove users, as well as the workflow and best practices for ensuring effective collaboration. Screenshots will be included to provide visual guidance throughout the guide.

🔑Prerequisites:

You must have administrative access to Qualitia. That will grant you permission to manage users.

🔀 Workflow and Process

<Screenshot>

1. Access

User Management from left navigation of your Qualitia Automation Studio Client

1. Clicking

User Management will take you to the User & Role Management page

1. From the

Users section you can manage users.

You will the list of all the Users added to Qualitia Automation Studio

<Screenshot>

👁️‍🗨️ View User Details

<Screenshot>

1. Click a User to view the

User details

1. The details include personal and status information like

a.      User ID

b.      Email

c.       Status

Admin Role: Click the checkbox in the User details if the User needs to be provided Administrator Privileges

Project Details

a.      Projects assigned to the user. Refer to the guide on adding a User to Projects.

b.      Role in each projects.

🔎Find Users

1. Click

Find to search for users.

1. This will open

Search User popup

1. Enter the name of the user and the matching

Users will be listed

➕ Add User

<Screenshot>

1. Click

Create User in the Users section

1. This will open

Create User window. Enter

a.      User Name

b.      User ID

c.       Email ID

1. Click on the checkbox to the User

Active

1. Click

Create. A user is created with a default password.

Discard if you have accidentally clicked.

🛠️Update User

<include screenshot>

Method 1:

1. Navigate to the Users section in your Qualitia Automation Studio.

2. Hover your mouse over a User in Users section, Edit User option will appear.

1. Click

Edit User.

1. This will open

Edit User window. Update

a.      User Name

b.      User Email

c.       Status checkbox: Uncheck to make an user Inactive or Check to make a user Active

1. Click

a.      Update. The user is saved with the edited values.

b.      Discard if you have accidentally clicked.

Method 2:

1. Click a User to view the

User details

1. Click

Edit User (pencil)

1. Follow steps 4 & 5 mentioned in Method 1

🔄Reset Password

<include screenshot>

1. Click a User to view the

User details

1. In the User details section,

click Reset Password

1. This will open

Alert – Reset Password window. Click

a.      Reset to reset password for the selected User

b.      Discard if you have accidentally clicked.

🗑️Delete User

Method 1:

<include screenshot>

1. Navigate to the Users section in your Qualitia Automation Studio.

2. Hover your mouse over a User in Users section, Delete option will appear.

1. Click

Delete (bin).

1. This will open

Alert – Delete User window. Click

a.      Delete to permanently delete the selected User

b.      Discard if you have accidentally clicked.

1. The user will be deleted in

Qualitia Automation Studio.

Method 2:

<include screenshot>

1. Navigate to the Users section in your Qualitia Automation Studio.

2. Click on the specific User you want to delete. This will open the User Details section.

1. Click

Delete (bin)

1. Follow steps 4 & 5 mentioned in Method 1

💡 Golden Nuggets: Best Practices for User Management

Creating a username is an important aspect of user management and security. Here are some best practices to consider:

1. Unique: Usernames should be unique to each individual. This helps to prevent confusion and potential security risks.

2. Avoid Personal Information: It's best to avoid using personal information such as full names, birthdays, or addresses in usernames. This information can be easily obtained and used for malicious purposes.

3. Easy to Remember: Usernames should be easy to remember, but not so simple that they're easily guessable.

4. Appropriate Length: A username that is too short may be easily guessable, while one that is too long may be difficult to remember. A good range to consider is between 6 to 14 characters.

5. Avoid Special Characters if Possible: Some systems might not support special characters in usernames, or they might create difficulties when integrating with other systems. If special characters are necessary, it's important to check compatibility first.

6. Consistent Format: If you're managing a large number of users, consider using a consistent format for usernames. This could be based on an individual's name (e.g., first initial + last name), which can make managing and organizing users easier.

7. Avoid Offensive Words: Usernames should be respectful and not include any offensive or inappropriate words.

8. Review: Regularly review user access to maintain security and prevent unauthorized access. Keep user information up-to-date to facilitate communication and collaboration.

9. Delete vs Inactive: If your use case is to temporarily deactivate the user (long leave), uncheck the Active checkbox instead of deleting. If the User is no longer with the organization or moved to a different role, you can consider deleting the User.

🔧 Got a Wrench in the Works? Troubleshooting!

• If you cannot add a user, check your administrative permissions and ensure you have the necessary access.

• If a user cannot log in, verify their account status (active or inactive) and check their login credentials.

📞📚 Here to Help: Support and Resources

Need a helping hand? Don't hesitate to reach out to your Qualitia Relationship Manager. For more resources, our official Qualitia documentation and community website are just a click away!