M305: Add New User Accounts

 

A User Account is required by each user who defines Business Processes, who flows Issues on them, or who deals with those Issues. To add new User Accounts the [User Manager] Authorization is required.

1. Overview of the Relation between a User and a User Account assumed by Questetra

a. Email Address login

Use the User's email address as the Login ID (Authentication ID)

b. Prohibit Account Sharing

Do not issue accounts to be used by multiple Users as a general rule

• There are some functions which are in the assumption that the email address as the Login ID is available
• If you want to set the ID federation such as Google Workspace OpenID or SAML, also register a User Account

2. Add User Accounts

a. Add Individually [New User]

Register User Name, Email Address, Password, etc.

b. Add in Bulk [Import Users]

Add in bulk from CSV data

R3050: Properties of User Account
R3051: Format of CSV Bulk Update (User)
System Settings – User List
System Settings – Position List

• The Organizational Tree to which all Users will be assigned must be designed and added to the system in advance (M303)
• Each User Account must belong to one or more [Organizations]
• A pre-registered [Position] can be assigned to the User after affiliating to an [Organization]
• You can retrieve a CSV sample by clicking [Download All] in User List screen
• During CSV Import initial passwords will be automatically created when the Password Field is left blank
• During CSV Import when you put "!!Position name" following the Organization name the User will be registered to the [Organization] as the [Position]
• Reference: Your first step of Questetra BPM Suite / Chpt.1: Using Preinstalled App as Workflow User

3. Notify the Login ID and Password to the User

a. Notify the Initial Password (Individual Addition)

Notify the Initial Password which the administrator with [User Manager] Authorization

created manually

b. Notify the Initial Password (Bulk Addition)

Notify the Initial Password which was automatically created by Questetra

R3052: Recommended Procedures of Setting at the Beginning

• There is no function to re-display the Password. (Questetra stores the hash value of the password.)
• If you explain how to reset the password, you do not need to notify the password.

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X. Blog Articles

• 2018-08-16: Single Sign-on to Office 365 via SAML 2.0 (Setting for cooperation with Azure Active Directory)