User Management

This document shows how to view user details, manage roles, change organizations, resend invitations, and deactivate users from the User Management page.

requirements

You must be assigned the Account Admin role to perform these actions. Learn more about roles and permissions or how to assign an Account Admin here.

View the User Detail Page

1. Go to Admin Settings > Organization. You can find Admin Settings in the upper-right corner of the page, indicated by a cog icon.
2. Click Org > User Management.
3. In the user directory, click on the name of the user whose details you want to view.

The User Detail page displays the following information:

• Full name
• Profile picture
• Contact details
• Employment start date
• Account-level role – Determines if the user is an account-level admin
• Affiliated Organization – The organization the user belongs to
• Licenses possessed – Includes sources like:
  • TestOps - License Source
  • KSE License Source
  • TestOps Guest - License Source
• Joined Projects List – Projects the user is a member of

Change a User's Account Roles

To change a user's Account roles:

1. Go to Admin Settings > Organization. You can find Admin Settings in the upper-right corner of the page, indicated by a cog icon.
2. Click Org > User Management.
3. In the user directory, click on the name of the user whose details you want to view.

4. Click on the Change Role & Permission under the label Account Role

5. The Change Role and Permission dialog box appears. Click on the dropdown menu at the upper left corner and assign roles as needed.

6. Click Update.

Change a User's Project Roles

To change a user's Project roles:

1. Go to Admin Settings > Organization. You can find Admin Settings in the upper-right corner of the page, indicated by a cog icon.
2. Click Org > User Management.
3. In the user directory, click on the name of the user whose details you want to view.

4. Click on the Change Role and Permission button that corresponds to the same row of the Project you'd like to change the User's permissions in.

   

5. The Change Role and Permission dialog box is displayed. In the dropdown labeled Project Role, select the Roles you'd like to add for the User.

   

6. Click Update.

Change a User's Organization

To change a user's Organization:

1. Click on the Change button under the label Organization.

   

2. The Change Organization dialog box appears. Select the new Organization from the dropdown menu.

   

3. Click Save.

Resend invitation to a user

If the invitation link expires and the user hasn't accepted it, you can resend the invitation.

1. Locate the user with the Pending status.

2. Hover at far right end of that user's row. Click Resend invitation or Copy invitation link.

   

Deactivate a user

This document shows you how to remove/deactivate a user from your Account.

1. Navigate to your chosen user's User Detail page.

2. Click the three-dot menu button at the upper right corner of the information box, then select Deactivate User.

   

3. The Deactivate User From Account dialog box appears. Continue by clicking Deactivate.

   

4. Their Status is now Inactive.