You can edit only users' languages and roles. You can update their roles later using bulk update. However if you re-import with a different role, these users retain their original role. Users that were already imported successfully are not duplicated. You can re-import the entire import file. If any users were not imported successfully, review the details, make corrections, and re-import. Tip: We recommend that you select the Viewer role now, and have the admin update roles later. Modify the import (.csv) file that you created for defining IdP users as necessary. The default name for the template file is import_users.csv. If you have not yet created an import (.csv) file for defining the IdP users, click View Import File Example to download a template. In Settings > Spaces, choose a space in the tree on the left. To import IdP users for SSO authentication into a workspace: For details, see Set up SSO authentication. Prerequisite: Your ALM Octane server is configured for SSO authentication. Import users that are already defined in an Identity Provider (IdP) to a workspace without having to reenter user details. On the Users tab, click Include space users.īack to top Import IdP users for SSO authentication into a workspace (on-premises) In Settings > Spaces, select a workspace in the tree on the left. You can add existing ALM Octane space users to a workspace. For details, see Configuration parameters.īack to top Add space users to a workspace Note: You can disable adding site users to a space in the ENABLE_INCLUDE_SITE_USERS parameter. On the Users tab, click Include site users.In Settings > Spaces, select a space in the tree on the left.You can add existing ALM Octane site users to a space (supported for on-premises only). You cannot change your own Login name, but another admin can change that for you.įor details on assigning roles, see Roles and permissions.įor details on changing passwords, see Change passwords. Click the user's ID and change the Site admin value to Yes.Īn admin can click the ID of a user in the Users grid to modify an existing user's details, including his own. If you are a site admin, in the Site area, you can assign a user to be a site admin. Space admins assign roles to the user by workspace.Īdmins for a workspace can assign roles to the user for that workspace only. You or the user can change the password at a later time. If no login name is specified, the email address is used. If you specify a Login name, the user uses this name to log into ALM Octane. Note: If you use LDAP authentication, you cannot use ALM Octane native user management. Import IdP users for SSO authentication into a workspace (on-premises) Note: The users must exist in ALM Octane, but login authentication is done by the IdP. Import SSO users from an Identity Provider (IdP) (on-premises) Import users from an LDAP server (on-premises) Include existing users from a space into a workspace Include existing users from the site to a space (on-premises only) With ALM Octane's native user management system For details, see Manage the site.Īdd users to ALM Octane in the following ways: Method for adding users For details, see Roles and permissions.ĭelete a user. For details, see Assign the site admin role to existing users (on-premises).Īctivate and deactivate users. Site admin can only assign the space admin role.Īssign the site admin role to other users. For details, see Assign to, or unassign roles from, existing users. For details, see Assign and unassign roles.Ĭhoose the fields to display in the user list, sort the list, and export the list to Microsoft Excel.Īssign additional roles to users. For details, see Add space users to a workspace. For details, see Add a user.Īdd existing users from the space into the workspace. For details, see Import IdP users for SSO authentication into a workspace (on-premises).Īdd existing users from the site into the space. For details, see Add LDAP users in ALM Octane. See the row below.Īdd users to the current context (site, space, or workspace) using the REST API. Note: A site admin can only add users with REST API. User management capabilityĪdd users to the current context (site, space, or workspace). Roles and their permissions might be different for your organization.
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