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Feature improved in the 2021.1 release

Step-by-Step Guide to Assign Users to Roles

For a Single User

  1. As an administrative user, login to the VERA web portal
  2. Access the Administration Area
  3. Navigate to Role Management
  4. Under User Roles, select the group you would like to add users to
  5. Select one or more users from the Available Users dropdown to add to Role Members 
    1. Search and select from dropdown
    2. Search by typing Full Name OR User ID 
  6. Select the Add Users to (Role) button to save the changes. User Management
  7. Select the user profile of a single user
  8. From the user profile, navigate to Domains & Roles
  9. Select the Show all domains checkbox to show all domains
  10. Use the dropdown beside a domain to add a role to the user
  11. Repeat for each domain role to be assigned

For a Domain

  1. As an administrative user, login to the VERA web portal
  2. Access the Administration Area
  3. Navigate to Domain Management
  4. Select the Domain to which users should be added
  5. From the Domain Details page, navigate to Role Management
  6. Select the user role to which users will be added from the list of User Roles
  7. With the User Role selected from the list, enter the user full name in the Users field
  8. With user selected, click the Add Users to Role button
  9. Repeat to add additional users to role within the domain


Note
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Do one of the following if you do not want to save the changes to Roles:

  1. In the Available Users dropdown use the x in the upper right to remove selected users
  2. Select Tx3 Tricentis Vera logo in the upper left

Step-by-Step Guide to Remove Users from Roles

For a Single User

  1. As an administrative user, login to the VERA web portal
  2. Access the Administration Area
  3. Navigate to Role Management
  4. Under User Roles, select the role you would like to remove users from
  5. Utilize the Role Members list to select the user(s) you would like to remove from the selected role
    1. To remove multiple users, use the checkbox to the left of Full Name in the user's list to select all users you would like to remove from the role and then select the Remove Users from Role button
    2. To remove a single user, select theImage Removedbutton in the actions column for the user you would like to remove from the role
  6. Select the Remove button in the validation window to save the changesUser Management
  7. Select the user profile of a single user
  8. From the user profile, navigate to Domains & Roles
  9. From the list of domains, identify the domain from which a role will be removed for user
  10. Click the dropdown beside the selected domain to expand the role list
  11. Click the "x" next to the role that should be removed
  12. Repeat for each domain role to be removed

For a Domain

  1. As an administrative user, login to the VERA web portal
  2. Access the Administration Area
  3. Navigate to Domain Management
  4. Select the Domain from which users should be removed
  5. From the Domain Details page, navigate to Role Management
  6. Select the user role from which users will be removed from the list of User Roles
  7. With the User Role selected from the list, locate the user in the list of users
  8. Click the delete icon in the actions column beside the user that should be deleted from the selected role
  9. If removing more than one user from a role, select the checkbox beside the users and click the Remove User From Role button
  10. Repeat to remove additional users from roles within the domain


Note
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Do one of the following if you do not want to save the changes to Roles:

  1. Uncheck selected users
  2. Select Cancel in the validation window
  3. Select Tx3 Tricentis Vera logo in the upper left


Info

Approval roles are defined in the Approval Policy and the System Administrator Roles are standard. See Create New VERA Roles for instructions on adding approval roles.



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