This article addresses the Licenses and Users administrative capabilities for qTest Manager versions 9.3 and beyond. For information on qTest Manager versions 9.2.7 and earlier, refer to this article.
To add a new user to qTest Manager, you will need to invite them to the site via an activation link. The activation link is sent in an email generated from within qTest Manager.
You must be a Site Administrator to use this functionality. If you are using a free trial, you can invite up to four more users by default. If you need access to invite more than four other users, please contact email@example.com.
New User Set Up Video
Hint: For highest quality, watch this video in full-screen.
Invite a User to qTest Manager
- Position the arrow cursor over your username located in the top right corner of the Home page. A drop-down menu is displayed. Select the Administration option.
- The Licenses tab page automatically displays.
- Select + Invite. The "Invite Users" dialog displays. In the "Email(s)" field, enter the email address(es) for users you want to invite.
Note: Users can type individual email addresses one by one, but can also copy and paste email addresses from outside sources such as an email chain or a spreadsheet.
- Select Invite. The "Invite Users" dialog displays. You are told that your invite was sent and given a lin for manual sending if necessary.
- Select OK.
The email address of the user you invited displays in the "Login Email" column.
HINT: Each user you invite is automatically added to the qConnect Sample Project. The Sample Project comes with sample data, including requirements organized into folders, a test plan, test cases, and more.
You can assign a user a default User Profile, so they are automatically assigned certain project permissions at the Project level.
For more details, see the article User Profiles.
Users can be assigned to User Groups. User Groups grant users batches of permissions at the site level. For more information, see the article on User Groups.
Along with User Groups, Manager 9.3 offers Site Administrators a wider variety of Batch Actions. These Batch Actions help Administrators manage and modify potentially large groups of users simultaneously. You will find the Batch Action button on the License Information page.
To use the Batch Action feature, select the checkbox(es) next to the user(s) you want to act upon, and then select the Batch Action icon. Here, you choose from the drop-down menu and perform the following actions:
- Assign Projects
- Reset Passwords
Note: Resetting a users' password will send that user an email with a link to reset their password.
- Export Users
- Update Users
- Reactivate Users
- Deactivate Users
- Resend Invite Email
Note: While Batch Actions are now available, users can still perform certain actions upon individual users. To do so, select the Action icon for each individual user. A drop-down menu displays with optional actions.
Resend Activation Link to User
When a new user is invited to qTest Manager, they are sent an activation email that contains a clickable link that enables his or her qTest Manager account. The new user will enter credentials to create and activate their account. If a new user was invited to qTest Manager but can’t find the activation email, and has therefore not activated the account, the activation link can be resent to the user. This function can only be performed by the Site Administrator.
To resend the activation link to a new user, perform the following steps:
- In Site Administration, select the Licenses-Users tab.
- For inactive users to populate in your "Licenses" page, select the Show inactive users checkbox and select the Inactive checkbox in the status drop-down menu.
- Select the Action icon next to the user you want to reactivate. In the drop-down menu, select Reactivate.
- A "Confirmation" dialog displays asking if you are sure that you want to reactive the user. Select Yes. The User is now reactivated.
Modify Users' Projects and Profiles
Site Administrators can modify users' projects directly from Administration. To do so, follow these steps:
- In Administration, select the Licenses tab.
- Select the Action icon next to the user whose project(s) you want to modify. Select Edit Projects and Profiles from the drop-down menu.
The "Edit Projects and Profiles" dialog displays. Here, you can add and remove the selected user to and from projects and update user profiles for specific projects.
- To add the user to more projects, select the Project in the left menu, and then select the right arrow.
- To remove the user from a project, select the project from the right menu, and select the left arrow.
- To edit a user's user profile within one or multiple projects, select the checkbox(es) next to the projects and then select the Select User Profile drop-down menu. Select the User Profile that you want to apply for the user within these projects.
- Once done editing your user's projects and profiles, select Save.
Updating User Information with Excel
The Batch Action associated with updating user information allows site administrators to export an Excel file from qTest. Users can then modify the Excel file and re-import the file into qTest. qTest will read the file and can update the following user information accordingly:
- SSO username
- LDAP username
- First Name
- Last Name
- Auth system
- Projects (separated by a new-line character)
- User profile
- User Last Login (date and time of the most recent login, in the configured Internalization format)
- Activation Link column - activation link for "New" users, only include the data if the status of the user is New
- Reset Password Link - Active reset password links (active users have NOT accessed them to reset password)
Note: If an internal user was once authenticated by an SSO system, his or her old SSO username would be included in the export file.
Admins can also check logs for exact error reports for each user. These logs can be exported into Excel, modified, and then re-imported back into qTest Manager to send an invitation with the correct information.
Site Administrators can batch manage User Authentication. The following actions can be performed in batches:
- The system now supports admin importation of user info from an XLS file. Here, an admin can change auth system information.
- Admins can now save the external username of an internal user. That way, the admin can reuse these usernames if there is a switch from LDAP to SSO authentication. Previously, these external usernames were not imported when changing the authentication system, and if changing back, the admin had to re-enter external usernames.
- Users are automatically activated when an admin changes their authentication system from Internal to LDAP/SSO using the import tool.
Example Use Case:
When changing the authentication system from LDAP to SSO, in most cases, SSO usernames will be the same as LDAP usernames. The site admin may want to export users with LDAP usernames first and then re-use the LDAP usernames as SSO usernames.
In qTest, enabling SSO will automatically disable LDAP, and all LDAP usernames are cleared out. In this case, the site admin should export users BEFORE disabling LDAP or enabling SSO.
To reset user passwords, follow these steps:
- In Administration, select the Licenses tab.
- Select the checkbox(es) next to the user(s) for whom you want to reset passwords.
- Select the Batch Action icon, and select Reset Passwords from the drop-down menu.
- A confirmation dialog displays. Here, you are also given a password reset link if you want to manually send the link to the user(s).
- Select Ok. The user(s) are now able to reset their passwords.
Managing Active Sessions
As the Site Administrator, you can view and manually terminate active sessions. You can also configure the system to automatically terminate sessions which have been idle for a specified amount of time.
- In Site Administration, select the Licenses - Users tab, and then select Login Clients from the left navigation panel.
- You can see the number of current Active Sessions in the "Session Information" field.
- On the "Session Settings" field, you can optionally check Auto terminate sessions after users have idled for ... minutes and specify a number to enable this option. Select Save.
Note: a session is idle when it does not have any request from the client to the qTest server.
- All current active sessions, excluding Explorer sessions, are listed in the Active Sessions grid.
- In the Login Email field, enter a login email in the text box to filter the grid.
- Click the table's headers to sort the data.
Click on the X icon to terminate the corresponding session. The system will inform the user his or her session has been terminated by the admin.
- If you open qTest Manager in multiple tabs of the same web browser, they are counted as the same session.
- If you log in to qTest Manager using the same account on different web browsers, they are counted as different sessions.
- If you log in to qTest Manager using the same account on different computers, they are counted as different sessions.
- API sessions do not count towards the user's maximum three session limit.