Manage Users and Groups

Manage Users dialog in the Excel Client is used to create, edit and delete users and user groups and manage user roles. When making changes to your own user's roles or user groups, in order for them to take effect, you should relogin to the product. If you need to know how permissions work in conceptual level, please read User Roles and Permissions in QPR ProcessAnalyzer.

Viewing and Editing User Properties

Other than the administrator users can only view and edit only their own user properties.

1. In the Manage Users dialog, select the user name from the list and click the Properties button.
2. In the User Properties dialog that opens, you can change the Login Name, Full Name, E-Mail address, Password and Description.
3. To apply the changes, click OK.

To join a group, click Join, input the Group Member Join-In Token, and click OK.

Creating Users

1. In the Manage Users dialog, in the Users and Groups section (left side), select either the Users radio button.
2. Click the Create... button and fill in the opening form with the following information:
   • Login Name: Username. Must be unique in the system.
   • Full Name: User full name.
   • E-Mail Address: User email address.
   • Password/Repeat Password: Define password for the user (and confirm it).
   • Is Active: Defines whether the user is active. User needs to be active to be able to login to the system.
   • Description: Free description text for the user.
   • Successful Login Message: Message user sees when login in using the Excel Client.
   • Inactive Login Message: Message an inactive user sees when trying to login in using the Excel Client.
   • Group Member Join-In Token: When clicking the Join... button, this field appears. If there is a join-in token created for a group, the join-in token can be defined in this field, and user is assigned to the group of the token.
3. Close the creation dialog by clicking OK.

Note that creating a User Group requires that the creator has the Administrator, Model Creator or Evaluator role for the <All> level.

Creating Groups

1. In the Manage Users dialog, in the Users and Groups section (left side), select either the Groups radio button.
2. Click the Create... button and fill in the opening form with the following information:
   • Name: Group name. Must be unique in the system.
   • E-Mail Address: Email address of the group.
   • Description: Free description text for the group.
   • Group Member Join-In Token: When the Create... button is clicked, a join-in token is created for the group. When Remove... button is clicked, the join-in token is removed. Clicking the Copy to clipboard button, copies the join-in token the clipboard.
   • Group Hidden Member Join-In Token: Same as the Group Member Join-In Token field, but for the hidden memberships.
3. Close the creation dialog by clicking OK.

Assigning User to User Group

1. In the Manage Users dialog, select the user from Users and Groups section (left side).
2. In the Users Rights and Groups Memberships section (right side), select Group Memberships.
3. Select the group from the Group dropdown menu.
4. Select the membership role from one of the following:
   • Member: Assigned as a normal member of the group. Users can see to which groups they belong as normal members.
   • HiddenMember: Assigned as a hidden member of the group. Only system or group administrators can see that a user belongs to a group as a hidden member.
   • Administrator: Assigned as an administrator member of the group. Administrator members can assign other users to the group (for all roles).
5. Click Add button.

Assigning User Role to User or Group

1. In the Manage Users dialog, select the user or the group from the list in the Users and Groups section (left side).
2. Select the specific project to which you want to assign the role from the Project drop-down list. Selecting <All> defines global roles.
3. Select the Role from the Role drop-down list.
4. Click Add.

Removing User Role from User or Group

1. In the Manage Users dialog, select the user or the group from the list in the Users and Groups section (left side).
2. Select a row in the Users Rights and Groups Memberships section (right side).
3. Click Remove.

Viewing the User Rights Report

The User Rights Report can be opened by clicking the Report button. A sheet containing the User Rights is created. As a non-administrator user, you can view the User Rights Report showing your own rights.

See Also

• User Roles and Permissions in QPR ProcessAnalyzer