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

As a non-administrator user, you can view and edit only your own user properties.

1. 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 and User Groups

1. In the left side of the dialog, select either Users or Groups according to which one you want to create.
2. Click the Create button and define the properties in the dialog that opens.
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> Project level.

When creating a new User Group or viewing the properties of a User Group, you can create a Join-In Token for a regular group member or a hidden group member. By clicking Join in the User Properties dialog and inputting the token there, the user can join the group for which the token was made.

Assigning User to User Group

1. Select the user from Users and Groups section (left side) of the Manage Users dialog.
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 User Group

1. Select the user or the user group from the list on the left side of the dialog.
2. Select the specific project to which you want to assign the role from the Project drop-down list. Selecting <All> will apply the role to all projects available.
3. Select the Role from the Role dropdown list.
4. Click Add.

Removing User Role from User or User Group

1. Select the user or the user group from the list on the left side of the dialog.
2. Select the model from the right side of the dialog.
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