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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
an administrativea System Administrator user, login to the VERA web portal
Navigate to 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
For a Domain
- As an administrative user, login to the VERA web portal
- Access the Administration Area Navigate to Domain Management
- Select the Domain to which users should be added
- From the Domain Details page, navigate to Role Management
- Select the user role to which users will be added from the list of User Roles
- With the User Role selected from the list, enter the user full name in the Users field. Note that at least three characters must be entered to initiate search.
- With user selected, click the Add Users to Role button
- Repeat to add additional users to role within the domain
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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 User Management
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
For a Domain
- As an administrative user, login to the VERA web portal
- Access the Administration Area
- Navigate to Domain Management
- Select the Domain from which users should be removed From the Domain Details page, navigate
to
Role ManagementSelect the user role from which users will be removed
from the list of User Roles- With the User Role selected from the list, locate the user in the list of users
- Click the delete icon in the actions column beside the user that should be deleted from the selected role
- If removing more than one user from a role, select the checkbox beside the users and click the Remove User From Role button
- Repeat to remove additional users from roles within the domain
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. |
Table of Contents
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