Manage Users and Groups: Difference between revisions

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'''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 [[Roles and Permissions in QPR ProcessAnalyzer]].
'''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]].


== Viewing and Editing User Properties ==
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.
Other than the administrator users can only view and edit only their own user properties.
# In the '''Manage Users''' dialog, select the user name from the list and click the '''Properties''' button.
# In the User Properties dialog that opens, you can change the Login Name, Full Name, E-Mail address, Password and Description.
# To apply the changes, click '''OK'''.


To join a group, click '''Join''', input the '''Group Member Join-In Token''', and click '''OK'''.
== Creating and Editing Users ==


== Creating Users ==
== Creating and Editing Groups ==
# In the '''Manage Users''' dialog, in the '''Users and Groups''' section (left side), select either the '''Users''' radio button.
# 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.
# Close the creation dialog by clicking '''OK'''.


Note that creating a User Group requires that the creator has the Administrator or Model Creator role for the '''<All>''' level.
== Inactivating and Activating Users ==


== Creating Groups ==
== Setting User Password ==
# In the '''Manage Users''' dialog, in the '''Users and Groups''' section (left side), select either the '''Groups''' radio button.
# 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.
# Close the creation dialog by clicking '''OK'''.


== Assigning User to User Group ==
== Adding Users to Groups ==
# In the '''Manage Users''' dialog, select the user from '''Users and Groups''' section (left side).
# In the '''Users Rights and Groups Memberships''' section (right side), select '''Group Memberships'''.
# Select the group from the '''Group''' dropdown menu.
# 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).
# Click '''Add''' button.


== Assigning Role to User or Group ==
== Assigning Project-Level Permissions ==
# In the '''Manage Users''' dialog, select the user or the group from the list in the '''Users and Groups''' section (left side).
# Select the specific project to which you want to assign the role from the '''Project''' drop-down list. Selecting '''<All>''' defines global roles.
# Select the Role from the '''Role''' drop-down list.
# Click '''Add'''.


== Removing Role from User or Group ==
== Assigning Global Permissions ==
# In the '''Manage Users''' dialog, select the user or the group from the list in the '''Users and Groups''' section (left side).
# Select a row in the '''Users Rights and Groups Memberships''' section (right side).
# Click '''Remove'''.


== Viewing User Rights Report ==
== Checking User and Project Effective Permissions ==
The '''User Rights Report''' can be opened in the '''Manage Users''' dialog by clicking the '''Report''' button. A sheet containing user rights information is created. For others than the administrator users, the User Rights Report only shown information about the user itself.
 
The User Rights Report contains the following columns:
* '''Id''': Users rights record id.
* '''User Id''': User id for which the rights are concerned.
* '''User Login Name''': Username for which the rights are concerned.
* '''User Full Name''': User full name for which the rights are concerned.
* '''User Email''': User email address for which the rights are concerned.
* '''Group Id''': Group id this user rights record is concerned.
* '''Group Name''': Group name this user rights record is concerned.
* '''Project Id''': Project id this user rights record is concerned.
* '''Project Name''': Project name this user rights record is concerned.
* '''Role Id''': Role id that this user rights record is related to.
* '''Role Name''': Role name that this user rights record is related to.


[[Category: QPR ProcessAnalyzer]]
[[Category: QPR ProcessAnalyzer]]

Revision as of 20:07, 2 November 2020

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 and Editing Users

Creating and Editing Groups

Inactivating and Activating Users

Setting User Password

Adding Users to Groups

Assigning Project-Level Permissions

Assigning Global Permissions

Checking User and Project Effective Permissions

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