Manage users

Last updated: May 05, 2021 11:14

Under Assets & Setup > Admin > Users, cloud admins can view and manage users and their access to functionality in the Perfecto UI by adding these users to org groups and assigning appropriate user roles. As an admin user, you can:

Select and edit multiple users at once to change their status, assign them to roles, or delete them.
Edit individual users and change their password. For a selected user, a side pane lists all relevant user details.

The Users tab displays a table that lists users based on the selected org group and status. The left pane lists the available org groups. When a single user is selected in the table, the right pane displays the user details pane. Above the table, a toolbar provides access to common actions, such as adding a user, changing the status of selected users, and adding org groups or roles. You can also search for specific users.

Note: Each user can only be part of one org group. If you assign a user to a different group, the user will be removed from the current group.

You can refresh the Users view by clicking the refresh icon at the top right. The Updated timestamp shows the time that the view was last refreshed.

External users

For new and existing users, Perfecto supports internal authentication through a password or external authentication through a 3rd-party identity provider (IdP). If your organization works with more than one IdP, you can select the required IdP from a list.

You must make sure that a user set up with external authentication is configured in the IdP and that the usernames are identical. If you do need different Perfecto and IdP usernames, you have the option to specify an IdP username when you add or edit a user.

Click to view image

This may be necessary when:

You need to move an existing Perfecto user to IdP authentication.
You have multiple IdPs and need to move the existing Perfecto user from one IdP to another.

Perfecto supports JIT, just-in-time user provisioning. This means that when a new user gets added to the IdP system and passes identification, Perfecto automatically adds that user to the system if it does not exist. However, JIT creates users without roles and group assignments, or with default assignments. Creating external users manually beforehand ensures that they have the required role and group assignments when they log in for the first time.

On request, it is also possible to have JIT turned off. In this case, you have to create all external users manually in Perfecto.

For more information on IdP configuration, see Perfecto SSO for external IdP. For help with common problems, see Troubleshoot user issues.

Watch this video to see how you can manage users. Detailed steps follow.

This section walks you through common tasks related to user management. Click a task to view its steps.

Access the Users view

On the Perfecto landing page, under Assets & Setup, click ACCOUNT SETUP.
In the Assets and Setup view, click Admin.
The Admin view opens on the Users tab.

Add an org group

Org groups allow you to organize users into cohesive units. Users in the same org group can collaborate by sharing media and scripts stored in their own private group repository. When you add a new group, Perefcto automatically creates a repository for that group.

To add a group:

In the left pane, at the top, click Add org group .
In the Add org group form, provide the following information:
- Group name, for example My web team
  The group name cannot exceed 25 characters.
- Description, for example Used by my web team
  The description cannot exceed 50 characters.
Add users to the group. You can enter a username or an email address.
Note: Each user can only be part of one org group. For users that are already part of another group, Perfecto displays the name of the group that the user currently belongs to. If you decide to add the user to the group, Perfecto removes it from the other group.
To add additional org groups, turn on the Add another when done option.
Click ADD.

Add a new user

On the toolbar above the table, click Add user .
In the Add user form, complete the new user details.
For information on external users, see the External users section above.
To assign the user to an org group:
1. Click Add to org group.
2. Select a group, or start typing a group name and then select the group.
To add additional users, turn on the Add another when done option.
Click ADD. The new user will receive an email.

View user details

Click a table row.
The user details pane opens on the right. It displays information on:
- The user, including status, username, email, last login, and created date
- The roles that the user is assigned to
- The device groups that the user is assigned to

Change the status of one or more users

Select one or more users in the table.
On the toolbar above the table, click Change status .
This changes the status to active or inactive, depending on the current status of the user or users.

Add one or more users to an org group

Select one or more users in the table.
On the toolbar above the table, click Add to org group .
Select a group, or start typing a group name and then select the group.

Add one or more users to a device group

Select one or more users in the table.
On the toolbar above the table, click Add to device group .
For more information, see Manage devices.
Select a group, or start typing a group name and then select the group.

Delete a user from a device group

Select the user in the table.
In the details pane on the right, on the DEVICE GROUPS tab, click the trash can icon next to the device group from which you want to remove the user.

Note: The user is removed from the group immediately. No confirmation is required.

Add a role to one or more users

Select one or more users in the table.
On the toolbar above the table, click Add role .
From the list, select a role:
- Administrator: User with privileges to perform all operations, including cloud administration.
- Handset viewer: User with privileges to:
  - Perform mobile automation, web automation, and manual testing using the devices in the assigned device group
  - View all reports and live executions
  - Stop all executions

Note: A user that has no role assigned has privileges to:

Perform mobile automation, web automation, and manual testing using the devices in the assigned device group
View all reports and executions
Stop own executions

Edit an existing user

You can edit a user's first name, last name, email address, and org group. In addition, you can set a user's password or delete a user.

Note: You cannot edit the username.

Select the user whose details you want to edit.
On the toolbar, click More actions .
From the list, select Edit.
In the Edit user form, do one of the following:
- Modify the information as needed. Then click SAVE.
  For information on external users, see the External users section above.

- Click DELETE USER. When prompted for confirmation, click YES.

Remove one or more users from an org group

In the left panel, select the org group from which you want to remove users.
Select one or more users in the table.
On the toolbar, click Remove from org group .

Delete one or more users

Select one or more users in the table.
On the toolbar, click More actions .
From the list, select Delete.
When prompted for confirmation, click YES.

Edit a user's role settings

Select a user in the table.
In the details pane on the right, on the ROLES tab, turn a role on or off as needed.

Change a user's password

Select the user whose details you want to edit.
On the toolbar, click More actions .
From the list, select Edit.
In the Edit user form, in the Set password field, provide a new password.
Click SAVE.

Edit an org group

In the right pane, select the org group you want to edit.
Click the pencil icon on the right.
In the Edit Org group form, make the required changes and click SAVE.

Delete an org group

In the right pane, select the org group you want to delete.
Click the trash can icon on the right.
When prompted for confirmation, click YES.