Admin can add users and assign them roles corresponding to their rights and responsibilities.

Expand Customization on the sidebar and select Users.

The Users screen opens with the list of users created in QMetry.

Base Platform

Base Platform allows you to do Basic Configurations like creation of users and assigning them Roles. Roles will only have "View" and "Modify" rights. Other advanced settings can be configured if Customization App is enabled.

Creating a User

To create a new user, click on the New button on the top right corner.

The Create Users screen opens.

  • To grant only "View" permission to the user for all the projects being assigned to them, turn the Read Only flag On.

  • Such Read Only users will consume Read Only license. 

  • When the Read Only flag is turned "On" for a user, they can be assigned only Read Only Role for all the Projects.

  • When a user is converted from a Regular license to a Read Only license, the roles for all the existing projects that were assigned to the user would be converted to Read Only.

  • When a user is converted from a Read Only license to a Regular license, the previous assigned roles would be assigned back to the user.

Map Roles

Admin can assign Projects and Roles to the user that is being created.

A. To assign a single Project and Role at a time, select user's Role for the Project.

B. To assign multiple Projects to the user with the same Role for all the Projects, select the Projects and then click on the Bulk Assign button at right.

The Role drop-down appears.

Select a Role that will be assigned to the user for the Projects you selected on the grid.

Click Create

A user is added to the users list.

QMetry admin can create project wise "Read only" access users. This can be done by assigning only "View" rights to a User Role. The "View" rights are provided to let customers grant QMetry access to a group of users while removing their ability to add, edit, execute, or delete the test assets.

Users with Read Only rights will consume a regular license. 

Use Case: Customer has a group of users who need not have the authority to add, edit, or delete the test assets in QMetry. “Read Only” rights are sufficient for such users. The customer wants their users just to view the company data in QMetry.

Editing an Existing User

To edit the details of an existing user, click on the Edit button under the Action column.

It opens the Edit screen for User in editable mode. There are two tabs in the Edit User screen: User Details and Security.

User Details tab

The Admin can –

Update user details: The fields on the Update User screen appear in editable mode to make any required changes in the user details.

Update User Role Assignment: You can assign new roles or unassign existing roles to the user.

Security tab

The Admin can -

Deleting a User

When a user is deleted from QMetry, their user account is deleted but the user data remains in QMetry data base. This would be a  soft delete for users. The deleted user will be inactive and unable to log into QMetry. As a result, new users with the same name will not be allowed in QMetry.