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Now that the approval route is associated with the domain correct approval roles for user assignment. The current approval policy has the following approval groups: Business, Technical and Quality

Code Block
"Approval Groups": [
      "Business",
      "Technical",
      "Quality"
    ]

Here is how we create users in Vera and assign to domain roles. Domain role assignments can be done from domain management or user management.

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Create

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New Users on Web Portal

  1. Open and log in to the VERA Administration site

  2. Display the User Management module

    1. On the VERA sidebar, select User Management

  3. Click Add User and the add user screen is displayed

  4. In the Username box, type: tutor_da

  5. In the Full Name box, type: Tutor Domain Admin

  6. In the Email Address box, type: tutor_da@tx3da@tx3services.com

  7. In the Login Identity Provider box, select VERA from the dropdown

  8. In the Password, type: enter complex password

  9. Click Add User

...

To add domain roles to user (User Management)

  1. Open and log in to the VERA Administration site

  2. Display the User Management module

    1. On the VERA sidebar, select User Management

    2. On the user table, search and select Tutor Domain Admin

    3. On the VERA sidebar, select Domains and Roles

  3. Add domain admin role to user:

    1. Select show all domains checkbox

    2. Click domains filter, and search and select tutorial domain in dropdown

    3. Click Search

    4. In the Roles box, search and select Domain Administrator

    5. Changes are saved automatically

Or add users to domain roles (Domain Management)

  1. Open and log in to the VERA Administration site

  2. Display the Domain Management module

    1. On the VERA sidebar, select Domain Management

    2. On the domains table, search and select Tutorial Domain

    3. On the domain details, click domain owner and select Tutor Domain Admin

    4. Click Save

On the VERA sidebar, select Role Management

  1. Add Domain Admin Role

    1. Select the Domain Administrator role on the left side

    2. On the right side, under users, click select dropdown

    3. Search and select Tutor Domain Admin

    4. Click Add User to Domain Administrator Role

    5. Changes are saved and you can view user added under Role Members

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    1. Click the checkbox to save role to user

To import users and roles via csv file

Use the sample file below to import the following users into Vera

User Name

Full Name

Domain Membership

tutor_qa

Tutor Quality

Tutorial: Quality

tutor_bus

Tutor Business

Tutorial: Business

tutor_tech

Tutor Technical

Tutorial: Technical

tutor_mu

Tutor Multi Role

Tutorial: Technical, Business, Quality

tutor_dv

Tutor Domain Viewer

Tutorial: Domain Viewer

View file
nameTutorialUsersImportSample.csv

  1. Open and log in to the VERA Administration site

  2. Display the User Management module

    1. On the VERA sidebar, select User Management

  3. Click Import Users and the Import Users dialog box opens

  4. Select the file TutorialUsersImportSample.csv

  5. Click Import

  6. View Latest Import Results for success status

This is a sample file

notes: domain admin

domain viewer

3 approval roles

View file
nameTutorialUsersImportSample - Sheet1 (2).csv

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View imported users by domain roles (Domain Management)

  1. Open and log in to the VERA Administration site

  2. Display the Domain Management module

  3. On the VERA sidebar, select Domain Management

  4. On the domains table, search and select Tutorial Domain

  5. Scroll down to Domain Users on the Domain Details

  6. Domin Users are displayed with their User Name, Full Name and Roles