Users who define business Apps, users who initiate Cases in those Apps, users who handle assigned Cases, and users who supervise Case progress all require user accounts. Every user account must be created by a user who has the system authorization [User Management Permission].
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
- Some functions require that your login ID is a valid email address.
- You also need to register a user account when setting up ID integration such as Google Workspace OpenID or SAML
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
- Reference: Designing Your First Questetra Application / Chpt.3: Running an App That Involves Multiple Users
- This explains the specific method for adding a user account
- 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 them 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]
3. Notify the Login ID and Password to the User
- a. Provide login information (Initial password enabled)
Notify the user of the initial password that was manually entered by a user with [User Management Permission].
- b. Provide login information (Initial password disabled)
Provide the login URL and login ID, and ask the user to reset their password before signing in.
- c. Provide login information (Single Sign-On enabled)
Provide the login URL and instruct the user to sign in using the linked identity provider through Single Sign-On (SSO).
R3052: Recommended Procedures of Setting at the Beginning
M310: Enable Login Function using External Authentication Service (SAML)
- There is no function to 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 of the password.
- When single sign-on is enabled, you can optionally configure whether password login is enabled or disabled
- If password login remains enabled, login information will be provided based on whether the initial password is enabled or disabled