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  1. “Users” dropdown contains 2 options:
    1. “User Management” - showcases the activity statistics both at the instance and at the individual levels.
    2. “Invite User” - allows you to manually add users one-by-one to your organization, without the need for them to sign up. This can also be accomplished by the green button on the right side.
  2. “Customize” includes the “Export Fields” feature which allows you to determine the fields & formats of the export options.
  3. "Organization Settings" details displays the license information, where you can edit the approved domains, authentication user authentication settings and the summary metrics of users by period (like new users in last 24h, disable users, total users and others).
  4. User management table reflects the names and the emails associated with the organization, dates of creation and last login, cumulative usage metrics, and the allowed actions:
    1. Enable/Disable an user;
    2. Make/Remove Organization Admin.

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From the Organization Settings, the highlighted button "User Authentication Settings" allows you to select the authentication method between 3 options: email & password, Jira OAuth for Cloud, and for Server/Data Center.

User Management

Permission Levels

There are two permission levels - “Edit” and “Read-only”. They have separate limits from the licensing standpoint, which can be seen in the organization settings:

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  • New self-registered users default to the “Edit” level if the seats are available and to “Read-only” otherwise.
  • When a customer administrator tries to register an edit-level user while the number of edit-level seats for the organization has been exhausted, the red tooltip will display and clicking “Register User” will require confirmation for “Read Only” switch
  • Blocked users do not count towards seat limits.


Setting Permission Level

Within license limits, you can set the permission level per user at "Edit Permissions" or for the whole organization using this checkbox column

If the checked the user has Edit Permission.

If unchecked the user has Read Only Permission.

(Checked = Edit seat/Unchecked = Read only seat):

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  • Option to create a new plan and export an existing one will be shown but disabled. Users will get a warning when trying to access them.
  • Parameters, Rules, Scripts will be available for review only and disabled for editing.
  • Scenarios will be available for review for any pre-calculated strength but disabled for generating a new set.
  • Commenting options (Notes) will be available and fully functional.
  • Sharing options will be disabled. From the perspective of inviting a read-only user to the project, they cannot be promoted to “edit” at the project level.

Manage Users 


Set Administrator Role

From the Actions column in the table, the highlighted link allows you to designate someone else as the Admin (in which case they can perform all the same workflows described in this articleactions at the Administration Panel) or revoke such privileges.

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Info

 This option is available only for enabled & verified users


Disable/Enable Users

The second link is for disabling users – either for the reason of license seat limitations or them leaving the company or any other. You can choose to enable those users later – they will keep all their assets intact.

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