Updating User role membership for User Profile

Step-by-Step Guide to Assign Users to Roles

For a Single User

As a System Administrator user, login to the VERA web portal
Access the Administration Area
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

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
Access the Administration Area
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

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

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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