Org User Management

🔑Prerequisites:

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

🔀 Workflow and Process

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1. Access User Management from left navigation of your Qualitia Automation Studio Client

2. Clicking User Management will take you to the User & Role Management page

3. From the Users section you can manage users.

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

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👁️‍🗨️ View User Details 

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1. Click a User to view the User details

2. The details include personal and status information like

   1. User ID

   2. Email

   3. Status

   4. Admin Role : If checkbox is selected then the user is an Administrator else not an Administrator.

   5. Project Details

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

   7. Role in each project.

🔎Find Users

1. Click Find to search for users.

2. This will open Search User popup.

3. Enter the name of the user and the matching Users will be listed.

➕ Add User

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1. Click Create User in the Users section

2. This will open Create User window.

3. Enter

   1. Name

   2. User ID

   3. Email ID

   4. Click on the checkbox to the User Active

4. Click Save. A user is created with a default password.

5.  Cancel if you have accidentally clicked.

🛠️Update User

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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.

3. Click Edit User.

4. This will open Edit User window. Update

5. Name

6. Email

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

8. Click Update. The user is saved with the edited values.

9. Cancel if you have accidentally clicked. 

Method 2:

1. Click a User to view the User details.

2. Click Edit User (pencil).

3. Follow steps 4 & 5 mentioned in Method 1.

🔄Reset Password

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1.  Click a User to view the User details.

2. In the User details section, click Reset Password

3. This will open Alert – Reset Password window. Click

   1. Reset to reset password for the selected User

   2. Cancel if you have accidentally clicked.

🗑️Delete User

 Method 1:

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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.

3. Click Delete (bin).

4. This will open Alert – Delete User window. Click

   1. Delete to permanently delete the selected User

   2. Cancel if you have accidentally clicked.

5. The user will be deleted in Qualitia Automation Studio.

Method 2:

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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.

3. Click Delete (bin)

4. 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!