Who is this article for?

User administrators who want to learn to create and manage users in the cloud.

User administrator permissions are required.

Each user must have their own record in Ideagen Quality Management Cloud, containing their details, group memberships, and system permissions.

1. Viewing the users list

To view the users list, follow these steps:

1. Go to Home.
2. Select System.
3. Choose Users.
4. Select any user to view their details.

2. Viewing a user's details

To view a user's details screen, follow these steps:

1. Select the user from the list screen, or select View from the Options dropdown.
2. Review the key details, permissions, and groupings for the user.
3. View the Activity Feed to see any changes made to the user record.

3. Creating a user

To create a new user record in Ideagen Home, follow these steps:

1. Go to Home.
2. Select Users.
3. Click Add User.
4. Enter all relevant details for the user.
5. Click Add to save the user to the system.

Note: An email address is required if the user needs to receive email notifications from the system. Groupings and permissions can be configured from the Edit User page.

4. Understanding email address restrictions

When creating a user, note the following restrictions to prevent issues with user accounts.

Characters allowed:

• A to Z
• a to z
• 0 to 9
• ' . - _ ! # ^ ~

Characters not allowed:

• Any "@" character that is not separating the username from the domain
• A period character "." immediately preceding the "@" symbol

Length constraints:

• The total length must not exceed 113 characters
• There can be up to 64 characters before the "@" symbol
• There can be up to 48 characters after the "@" symbol

5. Editing a user

To edit an existing user record, follow these steps:

1. Go to Home.
2. Select System.
3. Choose Users.
4. Select a user record from the User List, or click Edit from the Options button in the relevant row.

5.1. Adding a line manager

To add a line manager, follow these steps:

1. Click the Select button.
2. Select the required user from the Select user box.
3. Check the box on the far left of the list.
4. Click Confirm to associate the selected user as the line manager.

5.2. Adding groups to a user

To add one or multiple groups to a user, follow these steps:

1. Click the Select button.
2. Select the required group(s) from the Select group box.
3. Check the box(es) on the far left of the list.
4. Click Confirm to associate the selected group(s) to the user.

5.3. Editing permissions

To edit permissions, follow these steps:

1. Under User Permissions, review the available modules.
2. Select the appropriate permission level for each module the user requires.
3. Click Save to confirm the changes.

The permissions for the modules are:

• None - User will have no access to the module
• User - Read only access to the module
• Manager - Can manage specified data within the module
• Administrator - Full unrestricted access to the module

Important: Any changes to a user's permissions on the system may affect records that the user owns on the system.

6. Deleting a local user

To delete a local user, follow these steps:

1. Go to the Manage Users area within Ideagen Home.
2. Click on the user that requires deleting from the displayed list.
3. Click the Trash icon to delete the user.