Now that the approval route is associated with the domain, approval roles are available for user assignment. The current approval policy has the following approval groups: Business, Technical and Quality
"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.
We can also import users with Domain Roles
Create New Users on Web Portal
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 Profile screen is displayed
In the 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, enter a complex password
Click Add User
To add domain roles to user (User Management)
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 & Roles
Add domain admin role to user:
Select the Show all domains checkbox
Click the Domains filter dropdown, search, and then select the Tutorial domain
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
We will add new approvers to Vera for this new domain:
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 |
Use the sample file below to import the following users into Vera
Download the csv file to your desktop
Add 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
Click Choose File and select the file TutorialUsersImportSample-1.csv
Click Import
View Latest Import Results for success status
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
Domain Users are displayed with their User Name, Full Name, and Roles
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)