Managing Users

This page contains:

You must be signed in as Administrator to manage users. To manage users, navigate to Projects Dashboard > Users.

Are you working with on multiple projects or for multiple teams? Create and manage Testers to grant a specific user permission to just the projects that they are working on.

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Add New Tester

  1. Sign in as Administrator.
  2. Navigate to Projects Dashboard > Users.
  3. Click on the + New Tester link in the right-hand sidebar.
  4. Enter in the email, password, and password confirmation for the new user you want to create.

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  5. Confirm whether you want to assign an Author or Administrator role to the new Tester.
  6. Click Create User.

The new Tester will now appear on the Users page

Existing users

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Edit a user

Edit the email, password, or role of any existing user.

  1. Sign in as Administrator.
  2. Navigate to Projects Dashboard > Users.
  3. Select the yellow Edit button below the picture of the correct user.
  4. Edit the email address, password, or the role of the user.
  5. Click Update User to save the changes

Delete a user

Deleting an user will only remove their access to the Dradis Pro instance, it will not delete any of their work on the instance.

  1. Sign in as Administrator.
  2. Navigate to Projects Dashboard > Users.
  3. Select the red Delete button below the picture of the correct user.
  4. Confirm that you want to delete this user.

Disable a user

When a user is disabled it will not allow them to log in or access any of the app's data. Any data created by the user will remain in the instance. Disabled users do not count toward the number of seats used by your Dradis instance.

  1. Sign in as Administrator.
  2. Navigate to Projects Dashboard > Users.
  3. Select the yellow Edit button below the picture of the correct user.
  4. Select the radio option for disabled
  5. Click Update User to save the changes

User Permissions

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Authors can be given access to just the projects and tools that they need. An Author's access to any project on the instance can be granted or revoked. Only Authors assigned to a project can view it and work on it.

For tools like the IssueLibrary, the Rules Engine, or the Remediation Tracker, Authors can be given action-based permissions. Do you only want Author #1 to be able to Read IssueLibrary entries but not create, update, or destroy them? You can do that! Do you want Author #2 to have full control over the Rules Engine? You can do that too!

  1. Sign in as Administrator.
  2. Navigate to Projects Dashboard > Users.
  3. Select the purple Permissions button to the right of the correct user.
  4. Select the correct tab (e.g. Projects, IssueLibrary, Rules Engine, Remediation Tracker, etc)
  5. Toggle the switch to green next to the correct Project name or tool action to provide access.
    • Optional: Click Select all or Deselect all to quickly grant or revoke access across all projects or for all actions within a tool.
  6. Click Save changes to save the changes before moving on or switching tabs