Now that the approval route is associated with the domaincorrect , approval roles are available for user assignment. The current approval policy has the following approval groups: Business, Technical and Quality
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Open and log in to the VERA Administration site
Display the User Management module
On the VERA sidebar, select User Management
Click the Add User button and the add user Add User Profile screen is displayed
In the Username User Name box, type: tutor_da
In the Full Name box, type: Tutor Domain Admin
In the Email Address box, type: tutor_da@tx3services.com
In the Login Identity Provider box, select VERA from the dropdown
In the Password, type: enter a complex password
Click Add User
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Open and log in to the VERA Administration site
Display the User Management module
On the VERA sidebar, select User Management
On the user table, search and select Tutor Domain Admin
On the VERA sidebar, select Domains and & Roles
Add domain admin role to user:
Select show the Show all domains checkbox
Click domains the Domains filter dropdown, and search, and then select tutorial the Tutorial domain in dropdown
Click Search
In the Roles box, search and select Domain Administrator
Click the checkbox to save role to the user
To import users and roles via csv file
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Use the sample file below to import the following users into Vera
View file | ||
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Download the csv file to your desktop
Add temporary passwords for local accounts
Open the file to edit
Add a strong password after the colon (:) in the IdP User Name Column for each user
Save the file in CSV (comma delimited) format
Open and log in to the VERA Administration site
On the VERA sidebar, select User Management
Click Import Users and the Import Users dialog box opens
Select Click Choose File and select the file TutorialUsersImportSample-1.csv
Click Import
View Latest Import Results for success status
Info |
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We are using local accounts for this tutorial. See Password Policy Settings for password configuration. See Import VERA users for more details on importing users. Vera integrates with SAML for corporate authentication. The IdP User Name is imported for SAML users, not passwords. |
View imported users by domain (Domain Management)
Open and log in to the VERA Administration site
Display the Domain Management module
On the VERA sidebar, select Domain Management
On the domains table, search and select Tutorial Domain
Scroll down to Domain Users on the Domain Details page
Domin Domain Users are displayed with their User Name, Full Name, and Roles
Info |
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Next we will a create test case and route it for approval to see how our Records Management Policy and Approval Policy work Create Test Case and approve (pre-execution approval) |