An administrator can add and delete users, and modify existing users' credentials, passwords, and roles. All of these functions are in the Users list, which you can access from the Administrator Dashboard by clicking Users in the Security section.
To add a new user
Each user needs an e-mail address, password, and user name.
Create a new user
- In the Security section of the Administrator Dashboard, click Users. The Users list appears.
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Click the New user button. The Create new user dialog appears.
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In the dialog, fill in the User Name, Password, Confirm password, E-mail, and Description fields.
- Click Next and then select the check box under any roles to which to assign the user.
- Click Finish. The new user is added to the Users list and any selected roles, and the user can log in to the Report Portal with the user name and password specified.
Note: By default each new user is assigned to the Everyone role. For more information, see Managing Roles.
To delete a user
You can remove users from ActiveReports Server so that they no longer have access.
Delete a user
- In the Security section of the Administrator Dashboard, click Users. The Users list appears.
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Select the user that you want to remove, and then click Delete user. The user is removed from the list.
Note: The currently signed-in user Admin cannot be deleted, so there is no Delete command for this user.
To modify the credentials of an existing user
In addition to changing a user's e-mail address or description, you can lock or unlock user accounts.
Change user credentials
- In the Security section of the Administrator Dashboard, click Users. The Users list appears.
- On the Users page, select a user from the list, and then click the user properties button to display the properties.
- Modify the information in the activated fields of the Users table to update.
The Description allows you to enter a description of the user.
The E-mail address of the user.
The Enabled check box is cleared automatically if the user has made several unsuccessful log-in attempts.
To change a user's password
You can change a user's password when they forget it, or if their password security is in doubt.
Reset a password
- In the Security section of the Administrator Dashboard, click Users. The Users list appears.
- Select the user whose password you want to change, and then click Reset password. The Specify a New Password dialog appears.
- In the Specify a New Password dialog, enter the new password and then once again to confirm it.
- Click the Change password button to confirm the password change.
To manage a user's roles
In addition to editing the user’s credentials, you can add or remove the user from roles.
Edit roles
- In the Security section of the Administrator Dashboard, click Users. The Users list appears.
- On the Users page, select a user from the list, and then click the user properties button to display the properties.
- In the User roles section, select or clear the roles to assign to the user.
Note: ActiveReports Server has role-based security, which means that permissions are assigned to roles, not users.