Abbreviations, used in manual:
AD - Active Directory
Users
In the Administration module, in the left-side menu, select User management -> Users:
The Users grid provides full management capabilities for all platform users.
- You can add, edit, or delete a User.
- It is possible to view a User’s login history, check the assigned Roles, and verify whether the User is enabled or disabled.
For quilliup versions 2.8.1 and above:
- If the number of Users exceeds the licensed limit, the least active Users will receive a warning message for one month from the license creation date.
- Additionally, the following warning will be displayed in the Users grid: “Number of users exceeds the license limit!”
- By clicking the file icon at the end of this message, an Excel file containing the details of the Users exceeding the license limit will be downloaded.
After the one-month grace period, if the number of enabled Users has not been reduced to comply with the license limitation, the system will automatically disable the least active Users. Once this occurs, the warning message will no longer appear in the Users grid.
If an Admin attempts to re-enable a disabled User under these conditions, the system will display an appropriate error message, for example:
Enabling Users
To enable a User, a quilliup Administrator must first disable or delete other User(s) to ensure compliance with the license limitations.
For further assistance or any questions, please contact quilliup’s Support Team.
Options Available in the Users Grid
Bulk Operations – allows updating, deleting, and managing the Permission Cache for multiple or all Users simultaneously.
Bulk Update - allows to apply the same settings to multiple selected Users simultaneously:
Bulk Delete - allows to delete multiple Users simultaneously:
Bulk Permission Cache - allows to Clear/Update Permissions Cache for all the chosen Users simultaneously:
Clear – deletes all permissions cache files for the selected Users. A new cache file will be automatically created for each User the next time they access quilliup.
Update – recreates or updates all permissions cache files for the selected Users.
Deploy Options
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Deploy / Deploy All – allows deploying Users from one environment to another (e.g., from DEV to PROD).
Deploy – deploys the selected Users.
Deploy All – deploys all existing Users.
ELL (Exceeds License Limit) Column
Users who exceed the license limit are indicated by a red User icon in the “ELL” column. Hovering over the icon displays a tooltip listing the quilliup modules for which the User has exceeded the limit.
A green User icon indicates Users within the license limit.
No icon is shown for disabled Users.
AD Column
Indicates whether the User's type is AD (Active Directory).
FPC (Force Password Change) Column
Shows if the User is required to change their password upon first login.
Permissions Cache Column
This option is enabled only when the following setting is set to true:
Administration -> System Admin -> System Settings -> General Settings -> System Properties -> Utilize the User Permissions Cache Process.Clear – deletes the permissions cache file for the selected User. A new cache file will be created when the User next accesses quilliup.
Update – clears and immediately updates the permissions cache for the selected User.
Login History
Displays the last 20 login attempts for the User.
Roles
Shows all Roles assigned to the User in each module.
No Roles – indicates that no Roles have been assigned to the User yet.
Viewing and Editing User Details
To view detailed information or edit any User settings, click the User’s name in the grid or click the Pencil icon on the right.
To create or add a new user, click on the "Add User" button.
Note: two user's types are available - Applicative User or AD User.
1. Applicative User:
Name - choose a name for the User.
Username - the name the User will log in with.
Email - User's email.
Enabled - unmark to disable the User.
Is Sys Admin - when marked the User will be assigned System Administrator privileges.
Allowed Modules - choose the modules you want the User to have access to.
Home Page - choose the home page that the user will see when logging into quilliup.
Assigned Groups - appropriate Group(s) can be assigned, this will define the User's permissions to different quilliup modules.
Password - choose the password for the User.
Force user to change password - if marked then the User will be required to change the password upon first login.
2. AD User:
⚠️ AD Users are used when quilliup operates in Active Directory (AD) mode. Working with AD requires prior configuration.
Adding an AD User
Enter the AD User's name (or part of the name) and click the Search button.
Select a User from the returned list. The fields Name, Username, and Email will be automatically populated.
All other fields are the same as for an Applicative User.
Note: An AD User can be added to quilliup as a separate User or as part of an AD Group. In the latter case, the User will not appear in the Users grid in the quilliup UI. Please refer to the related manual: Groups
In order to set AD connection details, please see related manual: Active Directory connection settings
3. OKTA User (from version 3.0 and above):
⚠️ OKTA Users are used when quilliup operates in OKTA mode. Working with OKTA requires prior configuration.
Adding an OKTA User
Enter the OKTA User's name (or part of the name) and click the Search button.
Select a User from the returned list. The fields Name, Username, and Email will be automatically populated.
All other fields are the same as for an Applicative User.
Note: An OKTA User can be added to quilliup as a separate User or as part of an OKTA Group. In the latter case, the user will not appear in the main Users grid in the UI, but will instead be displayed in the Auto-Created grid. Please refer to the related manual: Groups
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