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.
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”:
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.
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 |