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Last updated: Feb 23, 2021 13:02

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.

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:

  • Your IdP is case-sensitive and the Perfecto username uses different capitalization.
  • 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.

Usernames are case-sensitive. If the user does not exist in the IdP or the usernames do not match exactly, the user will not be able to log in to Perfecto (unless you have specified a different IdP username). If you are unsure about the proper case, check with your SSO team. If you need to modify a Perfecto username, Perfecto Support can help you. 

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.

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
  1. On the Perfecto landing page, under Assets & Setup, click ACCOUNT SETUP.
  2. 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:

  1. In the left pane, at the top, click Add org group .
  2. 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.

  3. 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 an yellow icon  next to the user name. If you decide to add the user to the group, Perfecto removes it from the other group.
  4. To add additional org groups, turn on the Add another when done option.
  5. Click ADD.
Add a new user
  1. On the toolbar above the table, click Add user .
  2. In the Add user form, complete the new user details.
    For information on external users, see the External users section above.
  3. 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.
  4. To add additional users, turn on the Add another when done option.
  5. 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
  1. Select one or more users in the table.
  2. 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
  1. Select one or more users in the table.
  2. On the toolbar above the table, click Add to org group .

  3. Select a group, or start typing a group name and then select the group.

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

  2. 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
  1. Select one or more users in the table.
  2. On the toolbar above the table, click Add role .
  3. From the list, select a role:
    • Administrator: Lab Admin with full privileges for all operations
    • Handset viewer: User with privileges to view and stop executions and view reports.
Edit an existing user
  1. Select the user whose details you want to edit.
  2. On the toolbar, click More actions .
  3. From the list, select Edit.

  4. In the Edit user form, do one of the following:

    1. Modify the information as needed. Then click SAVE.

      Note: You cannot edit the username.

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

Remove one or more users from an org group
  1. In the left panel, select the org group from which you want to remove users.
  2. Select one or more users in the table.
  3. On the toolbar, click Remove from org group .
Delete one or more users
  1. Select one or more users in the table.
  2. On the toolbar, click More actions .
  3. From the list, select Delete.
  4. When prompted for confirmation, click YES.
Edit a user's role settings
  1. Select a user in the table.
  2. In the details pane on the right, on the ROLES tab, turn a role on or off as needed.
Change a user's password
  1. Select the user whose password you want to change.
  2. On the toolbar, click More actions .
  3. From the list, select Change password.
  4. In the Change password form, provide the old password and the new password.
  5. Click CHANGE.
Edit an org group
  1. In the right pane, select the org group you want to edit.
  2. Click the pencil icon  on the right.
  3. In the Edit Org group form, make the required changes and click SAVE.
Delete an org group
  1. In the right pane, select the org group you want to delete.
  2. Click the trash can icon  on the right.
  3. When prompted for confirmation, click YES.