User Directory and Access Control

In this section let's see how to add a new user and provide access to the projects.

How to add a new user in user management?

1. Log in to SimplifyQA:

   • Open your web browser and navigate to the SimplifyQA login page.

   • Enter your email address and password, then click the "Log In" button.

2. Navigate to Admin Panel:

   • Open "Manage Accounts" and click "Switch to Admin".

3. Navigate to User Management:

   • On the left-hand side of the screen, you will see a navigation menu in the admin panel.

   • Click on the "User Management" option to view the list of users.

4. Create a New User:

   • On the User Management page, click on the "+ User" button.

   • This will open a modal dialog titled "Create New User."

5. Enter User Details:

   • In the modal dialog, provide the following information:

     • Name: Enter the full name of the user.

     • Username: Enter a unique username for the user.

     • Email: Enter the user's email address.

     • Make Admin: If desired, select "Yes" option to assign admin privileges to the user or choose "No".

     • Projects: Select the projects to which the user should be added.

     • Roles: Select the appropriate roles for that respective project from the dropdown menu.

   • Click on "+" icon to add more projects to the user and select the respective roles for each project.

   • Default Role as configured in 'Roles and Privileges' would be assigned to all projects by default. Note that you can configure Roles and privileges and default settings in 'Manage Roles and Privileges'.

   • You can optionally change the default role assigned to the invited users.

6. Create the User:

   • Once you have entered the required information, click the "Invite" button.

   • The new user will be created and added to the user list.

Additional Notes:

• Usernames should be unique and easy to remember.

• You can assign multiple roles and add users to multiple projects during the creation process.

• You can edit the user details and add more projects.

Resend Invitation

• On the project details page, locate the "Invite Users" section.

• Identify the users who are in the "Pending Verification" state.

• For each user, click on the "Resend Invite" button located next to their email address.

Additional Notes:

• Resending an invitation will send a new email to the user with a new invitation link.

• If a user has already accepted the invitation but hasn't completed account setup, resending the invitation will not prompt them to accept it again.

• If a user is unable to access the invitation link or has any issues with the invitation process, you may need to manually add them to the project or contact the SimplifyQA support team for further assistance.

How to delete the user?

1. Select the User:

   • Find the user you want to delete in the user list.

2. Delete the User:

   • Click on the three dots (ellipsis) next to the user's name.

   • A dropdown menu will appear.

   • Select the "Delete User" option from the dropdown menu.

3. Confirm Deletion:

   • A confirmation dialog will appear asking you to confirm the deletion.

   • Review the user's name and confirm that you want to delete them.

   • Click the "Delete" button in the confirmation dialog.

Additional Notes:

• Deleting a user is irreversible. Once deleted, all data associated with the user, including their projects, test cases, and other information, will be permanently removed.

• Exercise caution when deleting users, as it can impact ongoing testing activities and data integrity.