Users

Overview

The Users module in TestOps enables administrators to manage user accounts efficiently. This includes creating, editing, and deleting users, assigning appropriate roles, and managing access across the platform.

To access the Users section, navigate to: Settings > Users

Key Features

  • Create: Click on the + Create button to create a new user.

  • Search Bar: Quickly find user.

  • Filter: To filter the users with status (Active/In Active) and role (Assigned) criteria.

  • Pagination: Navigate through pages of users when the list exceeds the display limit.

Create a User:

Follow these steps to add a new user:

  • +Create: Navigate to the Users section and click the "+Create" button.

  • Fill in the required details:

    • Role: Assign/Select an appropriate role from the dropdown list.

    • Project: Select project from the dropdown list

    • Enter the First name, Last name and user’s name.

    • Email: Provide a valid email address.

  • Is External User?: Use the toggle to mark/set the user as an External User if applicable.

  • Submit: Once all details are filled in, click the "Submit" button to create the user account.

  • Cancel: Use the Cancel button to exit the form without saving changes.

  • Go Back: Use this button to return to the previous screen without committing new entries.

Actions

Active/In Active Column: Allows toggling a user between active and inactive states without deleting the users.

Edit Action: To update the role details of the user.

Edit a User

To modify an existing user's information:

  1. Navigate to the Users section.

  2. Click the Edit icon next to the user you want to update.

  3. Modify the required fields such as name, email, role, or external user status.

  4. Click Submit to save the updated details.

Note: System should not allow to edit/update the inactive users details

Last updated