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Feature improved in the 2021.1 release |
Step-by-Step Guide to Assign Users to Roles
For a Single User
As a System Administrator user, login to the VERA web portal
Navigate to
Role Management- Under User Roles, select the group you would like to add users to
- Select one or more users from the Available Users dropdown to add to Role Members
- Search and select from dropdown
- Search by typing Full Name OR User ID
- Select the Add Users to (Role) button to save the changes.
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User Management
Select the user profile of a single user
From the user profile, navigate to Domains & Roles
Select the Show all domains checkbox to show all domains
Use the dropdown beside a domain to add a role to the user
Repeat for each domain role to be assigned
Do one of the following if you do not want to save the changes to Roles:
In the Available Users dropdown use the x in the upper right to remove selected users
Select
Tricentis Vera logo in the upper left
Step-by-Step Guide to Remove Users from Roles
For a Single User
As an administrative user, login to the VERA web portal
Navigate to
Role User Management
- Under User Roles, select the role you would like to remove users from
- Utilize the Role Members list to select the user(s) you would like to remove from the selected role
- 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
- To remove a single user, select theImage Removedbutton in the actions column for the user you would like to remove from the role
- Select the Remove button in the validation window to save the changes
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Select the user profile of a single user
From the user profile, navigate to Domains & Roles
From the list of domains, identify the domain from which a role will be removed for user
Click the dropdown beside the selected domain to expand the role list
Click the "x" next to the role that should be removed
Repeat for each domain role to be removed
Do one of the following if you do not want to save the changes to Roles:
Uncheck selected users
Select Cancel in the validation window
Select
Tricentis Vera logo in the upper left
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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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