Manage Your Users

Add, archive, delete, and customize user settings.

Introduction

To give people access to TestMonitor, you can create user accounts  by clicking the Cog in the header. The Settings page displays.

menu-cogbutton-settings-1

 

On the left side of the Settings page, click Users below the USERS & SECURITY menu heading. This is where you manage users in the TestMonitor environment.

Users overview

The Users overview page shows all the users in your TestMonitor environment, including their name, email, and teams.

Click the Filter icon on the left side of the Users overview page to filter teams, admin users, and archived users. Click the Cog near the list of users to customize column display on the page. 

Inviting a User

To invite a new user, click the Invite User in the top right of the Users overview page. 

A pop-up box displays. 

settings-users-invite-user-popup

 

To invite a new user, fill in the following fields:

  • First and last name (required)

    First and last name of the user. TestMonitor uses this information to identify users.

  • Email (required)
    The user’s email address. This is part of the user login.

  • Administrator (optional)

    If the user is an Administrator, toggle on the Administrator switch.

Click Save, or Cancel to go back to the Users overview page.

 

In TestMonitor, administrators have full access throughout the application. There are no role or permission limits. Only Administrators can create new users with administrator status. Only assign Administrator status to users who need it. Remember, with great power comes great responsibility.

Adding a User

To add a new user, click the Add User button in the top right of the Users overview page. 

A pop-up box displays. 

add user


Fill in the following fields:

  • First and last name (required)

    First and last name of the user. TestMonitor uses this information to identify users.

  • Email (required)
    The user’s email address. This is part of the user login.

  • Password (required)
    The user’s password. The password should at least contain 8 characters, one uppercase letter, one number, and one special character.

  • Teams (optional)

    The user’s teams.

  • Administrator (optional)

    If the user is an administrator, toggle on the Administrator switch.

Click Save, or Cancel to go back to the Users overview page.

Viewing user details

To view information about a user, open the Users Details page. On the Users overview page, click a user name or the arrow button. The Users Details page shows all user information, memberships, tasks, and a full audit trail.

User details-1


Page components

  • General

    Shows details such as first and last name, email, administrator access, and language, but also the place to customize notification settings. 

  • Memberships
    Shows user access to projects and their roles, and the teams they are part of.

  • Security
    Option to (de)activate two-factor authentication, API, and activities that are logged.

Updating a user

You can change user information by opening the Users Details page. Move the cursor over a field. A Pencil icon displays. Click a field and then edit the text.

Click Save, or Cancel to discard the changes.

Archiving or deleting a user

What if some existing users won't be needing access to TestMonitor anymore? You wouldn't want to lose the content they've created. Therefore, TestMonitor enables you to archive these users. Just open the user's Details page and then click the three dots in the top right corner of the page.

Archive and delete

Click Archive... in the pop-up box, confirm by checking the 'Yes, I am sure' box, and then Archive in the confirmation box. 

 

user_archiving

  • When archiving a user, all content they've created will remain available in TestMonitor.
  • They will immediately lose access to TestMonitor.
  • We'll no longer bill you for them.
  • This action cannot be undone. If you want to reinstate this user, you can simply create a new account. You can use the same email address.

 

Maybe there are even some users that haven't created any content in TestMonitor? Don't worry, you can easily delete them. Click Delete.. under the Archive.. option in the pop-up box, confirm by checking the 'Yes, I am sure' box, and then Delete in the confirmation box.