User Management


 

From the User Management section, you can add and manage your company users. Additionally, you can create teams for your products to help keep your testing projects organized.

Customer users with the correct permissions can invite new users to their company by clicking the Invite New User button in:

Note: The customer users can access the Applause Customer App without having to sign in each time using SSO (Single Sign-On).

Users Tab

The Users tab allows users to view and manage the company’s active and archived users.

Notes:

Invites Tab

The Invites tab allows you to view and manage sent invitations. It will be explained in detail in a following section.

Teams Tab

Manage teams in this tab, which will be explained in the Team Management course.

 

New User Invitation Form

To send an invitation, fill out the invitation form.

User Details

Specify their first name, last name, email and user role.

In the Permissions & Features section:

Access to Products

Here you can grant the user access to certain products and select a necessary role for them.

Teams allow you to differentiate user access to products:

The Add team assignment dropdown lists all company teams that the user is not currently assigned to.

Note: All users are automatically assigned to the global “All Users” team with a role that matches their global user role.

Sending Invitation

After clicking “Send Invitation”:

 

Managing User Invites

Customer users with the correct permissions can view a list of Invitations that have been sent but not yet accepted from the Administration > User Management > Invites tab.

Invites Tab

The Invites tab allows you to view and manage sent invitations. When an invitation expires, the user status changes to Invalidated and no longer appears in the Invites tab.

Actions on Invites

Invites can be viewed, edited and canceled.

Note: If the user account has the Company Access Admin role assigned, the user role can be edited only by contacting our support team.

Receiving a New User Invitation Email

An email notification, which contains a link to accept the invitation, is sent to invited users. The email is sent to:

Accepting a New User Invitation

Users should be able to accept an invitation even if the Initial PTM for their company has not yet accepted their Invitation and activated their account.

The “Accept Invitation” link in the email is valid for 24 hours.

Invites expire 30 days after they were created and can also be canceled at any time. In both cases the user status is set from Invited to Invalidated.

The invited user can edit the following fields:

After filling out the fields and clicking the Set Up Account button, the user status is set to Active and the login page opens up.

 

User Roles

There are two user roles:

Note: User roles and Team roles are independent, e.g. a user with a global user role of Testing Viewer may be a Team “Owner” with admin rights for that team and its products only.

Global User Role

Permission

Primary Testing Manager

Can view, edit and create all testing setups, and perform all administrative tasks (user & team, product creation/deletion, connectors, API keys, billing)

Testing Manager

Can view, edit and create all testing setups, but can't administer the company account or manage users

QA Engineer

Can view all testing setups

Testing Viewer

Can view most of the testing setups, but can't edit it or create new content

 

Team Role

Permission

Owner

Can view, edit and create team and product settings, manage community testing and execute tests

Contributor

Can view and edit team and product settings, manage community testing and execute tests

Tester

Can view all team and product settings, execute test cases and report bugs

Viewer

Can view most team and product settings, but can't edit it or create new content