Create Users and Assign to Domain Roles

Owned by HB Farris
Jan 03, 2024
2 min read

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

  1. Open and log in to the VERA Administration site

  2. Display the User Management module

    1. On the VERA sidebar, select User Management

  3. Click the Add User button and the Add User Profile screen is displayed

  4. In the User Name box, type: tutor_da

  5. In the Full Name box, type: Tutor Domain Admin

  6. In the Email Address box, type: tutor_da@tx3services.com

  7. In the Login Identity Provider box, select VERA from the dropdown

  8. In the Password, enter a complex password

  9. Click Add User

To add domain roles to user (User Management)

  1. Open and log in to the VERA Administration site

  2. Display the User Management module

    1. On the VERA sidebar, select User Management

    2. On the user table, search and select Tutor Domain Admin

    3. On the VERA sidebar, select Domains & Roles

  3. Add domain admin role to user:

    1. Select the Show all domains checkbox

    2. Click the Domains filter dropdown, search, and then select the Tutorial domain

    3. Click Search

    4. In the Roles box, search and select Domain Administrator

    5. 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

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

  1. Download the csv file to your desktop

  2. Add passwords for local accounts

    1. Open the file to edit

    2. Add a strong password after the colon (:) in the IdP User Name Column for each user

  3. Save the file in CSV (comma delimited) format

  4. Open and log in to the VERA Administration site

  5. On the VERA sidebar, select User Management

  6. Click Import Users and the Import Users dialog box opens

  7. Click Choose File and select the file TutorialUsersImportSample-1.csv

  8. Click Import

  9. 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)

  1. Open and log in to the VERA Administration site

  2. Display the Domain Management module

    1. On the VERA sidebar, select Domain Management

  3. On the domains table, search and select Tutorial Domain

  4. Scroll down to Domain Users on the Domain Details page

  5. 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)