Manage Users and Groups

Manage Users dialog is used to create and edit users and groups and manage roles and permissions. Only users with ManageUsers permission can use manage users. 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. This page contains information how to use the User Management dialog, and for more information how permissions work in conceptual level, please read Roles and Permissions in QPR ProcessAnalyzer.

All changes made in the Manage Users dialog are saved immediately when made. The bottom of the screen shows either Saving when saving is currently in progress and Saved when saving changes is completed.

Creating Users

1. In the Manage Users dialog, open the Users tab, and click Add user.
2. Fill in Login name and optionally Full name and Email. Note that each user in the system must have a different login name.
3. Click the Add user button.

Editing User Information

1. In the Manage Users dialog, open the Users tab.
2. Select a user from the table and click the Edit button.
3. Change the user information and click the Save button.

Editing User Description

1. In the Manage Users dialog, open the Users tab.
2. Select a user from the table and click Edit description.
3. Change the user description and click the Apply button.

Creating Groups

1. In the Manage Users dialog, open the Groups tab, and click Add group.
2. Fill in Group name and optionally Email. Note that each group in the system must have a different name.
3. Click the Add group button.

Editing Group Information

1. In the Manage Users dialog, open the Groups tab.
2. Select a group from the table and click the Edit button.
3. Change the group information and click the Save button.

Editing Group Description

1. In the Manage Users dialog, open the Groups tab.
2. Select a group from the table and click Edit description.
3. Change the group description and click the Apply button.

Adding User to Groups

1. In the Manage Users dialog, open the Users tab.
2. Select a user from the left table.
3. In the User belongs to groups table, click the Add to group button.
4. Select the group and the Membership type, and click the Save button.

Note that a certain user can be added to a certain group only once.

Adding Users to Group

1. In the Manage Users dialog, open the Groups tab.
2. Select a group from the left table.
3. In the Group contains users table, click the Add user to group button.
4. Select the user and the Membership type, and click the Save button.

Note that a certain user can be added to a certain group only once.

Assigning Project-Level Permissions to Users and Groups

1. In the Manage Users dialog, open the Users tab (or Groups tab if assigning permissions to a group).
2. Select a user or a group from the left table.
3. In the Project roles of user/group table, click the Assign role for project button.
4. Select the project and the Role, and click the Save button.

You can also edit an existing role assignment by selecting it from the table and clicking the Edit button.

Note that a certain user can have several roles for a certain project.

Assigning Global Permissions

1. In the Manage Users dialog, open the Users tab (or Groups tab if assigning permissions to a group).
2. Select a user or a group from the left table.
3. In the Global roles of user/group section, click one of the global role checkboxes. Changes are saved.

Inactivating Users

1. In the Manage Users dialog, open the Users tab.
2. Select one or several users to be inactivated from the table, and click the Inactivate users button.
3. In the confirmation dialog, click the Inactivate button.

Activating Users

1. In the Manage Users dialog, open the Inactive users tab.
2. Select one or several users to be activated from the table, and click the Activate users button.
3. In the confirmation dialog, click the Activate button.

Setting User Password

1. In the Manage Users dialog and open the Users tab.
2. Select a user from the table and click Set password.
3. Define a password for the user and confirm the password.
4. Click the Change Password button.

Checking User and Project Effective Permissions

1. In the Manage Users dialog, open the Effective permissions tab.
2. Select either a project from the Project list or a user from the User list.
3. Table showing the effective permissions for the selected project or user is shown.

The effective permissions show the actual permission that users have when using the system. The effective permissions are calculated by taking into account or permissions that are in the groups of the user and permissions that are assigned directly to the user.

When showing effective permissions for a project, the effective permissions table shows all users that have any permissions to the project. The checkboxes are showing the individual permissions that each user has. When showing effective permissions for a user, the effective permissions table shows all projects where the user has any permissions. The checkboxes are showing the individual permissions for each of the projects.