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Step-by-Step Guide to Assign Users to Roles

For a Single User

  1. As a System Administrator user, login to the VERA web portal
  2. Access the Administration Area
  3. Navigate to User Management
  4. Select the user profile of a single user
  5. From the user profile, navigate to Domains & Roles
  6. Select the Show all domains checkbox to show all domains
  7. Use the dropdown beside a domain to add a role to the user
  8. Repeat for each domain role to be assigned


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 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 User Management
  4. Select the user profile of a single user
  5. From the user profile, navigate to Domains & Roles
  6. From the list of domains, identify the domain from which a role will be removed for user
  7. Click the dropdown beside the selected domain to expand the role list
  8. Click the "x" next to the role that should be removed
  9. Repeat for each domain role to be removed


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 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.



Table of Contents

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