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Users can be easily managed from the User Management screen in the Admin section.  From From here you can activate or deactivate users individually or in bulk, search for a user account and manage a user's profile including account details, application wide permissions and assign projects, project access or permissions.

 

Tip

You must have the “Manage User and Group Security” permission to manage users.


To access the User Management screen, navigate to the Admin tab on the tree view navigator and double click on the Users folder to load the User Management screen in the main work area.


 

Key features from the Manage Users screen includes:

  • Add new users
  • Enable or disable users in bulkPreset enabled and disabled users
  • filters Filter by All, Enabled or Disabled users
  • Quick user search

 

Adding Users

You Users can add users be added to Enterprise Tester through the Admin Administration section which can be accessed from the Admin tab on the navigator.  The The number of users you that can add be added to Enterprise Tester depends on your the license level.

You can add a user A user can be added by selecting New Add on the toolbar on the User Management screen (shown in the section above) or you can add a user from the navigator:. To navigate to the Manage Users screen:

 

  1. Select the Admin tab.
  2. Double click
  3. Select the ‘Admin’ tab in the navigator.

  4. Click to expand to the Users folder.
  5. Right click on the ‘User folder’ and select ‘Add User’ - the Add user screen will display.

...

  1. Click the Add button to add a user.
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  2. Supply the following details:

    External User

    This will be checked if the user was created by an external system (

...

User name

  1. e.g. Active Directory)

    Username

    The login

...

  1. name for the user

...

  1. First Name

...

  1. User's first name

    Last Name

...

  1. User's last name

    Email 

    The email address for the user

    Phone

    An optional phone number for the user

    Password

    The

...

  1. login password (only if the user is not being authenticated by

...

  1. an external system)

    Confirm

    Repeat the

...

  1. login password (only if the user is not being authenticated by

...

  1. an external system)

...

  1. Click on

...

  1. Save to create the user.

 

Note

If users are created through synchronization with LDAP or AD an external system then the External option will be checked and the Password options will be hidden. 

 

On the 'Permissions' tab you can you can grant the User Application wide permissions to the following areas:

    • Resources

    • Administration

    • Project

    • Reports

    • Test Management

See the help topic Permissions for more information.

On the ‘Assign Groups’ tab, you can assign the user to established groups. Note that the user will inherit the application wide permissions of the group.

On the ‘Assign Projects’ tab, you can allocate the user to existing projects.

For more information on granting permissions, see the help topic Granting_Permissions

On the 'Assigned Permissions' tab you can view what access the user actually has, this incorporates permissions allocated in both individual user and group permission sets.

 

Editing Users

To edit a user:

  1. Select the ‘Admin’ Admin tab in the tree view

  2. Click to expand to the ‘Users’ Double click the Users folder.

  3. Right click on the user folder and select View Users - the view users screen will display.

  4. Double click on a user to edit.

...

  1. Search for the user to edit.

  2. Click the Edit icon for the relevant user.

The Edit User screen will appear and you can now update the detailsbe updated accordingly.

Deleting Users

Users can only be deleted in ET if there is no historical activity associated with the user account. This , this means that a user cannot be deleted if they are referenced in a the history of an any entity (requirement, script, run or incident).  To manage user's access to the systemIf a user does have associated historical activity, you can use the deactivate/active disable functionality described below.

To delete a user:

  1. Select the ‘Admin’ Admin tab in the tree view.

  2. Expand to Double Click the Users folder.

  3. Right click on the ‘Users’ folder and select View Users - the view users screen will display.

  4. Double click on a user to edit them.

  5. Search for the user to delete.

  6. Click the Edit icon for the relevant user.

  7. Click Delete button at the bottom of the pageClick ‘Delete’.

  8. Click on ‘Yes’ to Yes for the prompt - the user will now be removed.

...

When users no longer require access to ET, you can easily disable user accounts so that the user no longer has .

Disabling users maintains historical records, but removes access to the application and free up a user seat in . A disabled user does not count toward your license . Enterprise Tester does not allow users who form part of the historical record of project to be deleted from the system.  It is recommended that you disable users in order to maintain the historical record but remove access to the application and project.

Users are enabled or disabled from the User Management screen in the Admin section. 

...

limit.

To disable users:

  1. Select the Admin tab.

  2. Double Click the Users folder.
  3. Select one or more users by ticking the check box to the left of the user record. 
  4. Click the Disable button on the toolbar.

Once the user is disabled, you'll notice that tin the Enabled? column on the grid the user will be noted as displays Disabled.

Similarly, you can enable users by selecting the user or users you wish to reactivate and clicking on Enabled from then Clicking the Enable button on the toolbar.

You can also easily view only Enabled User or only Disabled Users users by selecting one of the pre-configured filters on the toolbar.

 

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