CIQA QMSQMS University

Users

Steps on how to invite users to your team and a summary of team members with their role within the team.

The user can view the current amount of active users that are registered within the Team. This list will update whenever the administrator adds a new user.

Notes: The Team Owner role is exclusive to the team account owner, and only this user will possess this role within the team.

  1. User Name

  2. Role in the team

  3. Status of the license in the team. Green icon when assigned, gray icon when unassigned

  4. 2FA Authenticator ON, OFF

  5. Licenses available for assignment

Tips

  • To disable 2FA for users, click on the green icon; a confirmation message will appear.

  • An email notification will be sent to the user when their 2FA has been removed by an administrator, team owner, or the CIQA administration team.

  • To revoke or allocate a license to a user, click the icon ; a confirmation message will appear.

  • The team owner's license cannot be revoked.

  • If you click on the username, it will redirect you to the user definition page to view the user's record.

  • Clicking the Create User button will take the User & Employee form's summary table, where the option to create a new user is available.

Invite Users

Notes: The administrator role is only available on the Enterprise Subscription.

In this section, the administrator or team owner can invite a user with a specific role within the team and assign a license if necessary.

Administrator
Regular User

The admin user can perform any action in the Team and user permissions do not apply.

The regular user has limited access and user permissions apply.

Enter the email of the user you want to invite to your team.

Select the role they will have; the selected role is marked with a green checkmark.

Select the license option they will have; the selected role is marked with a green checkmark.

And click the Add button.

If no licenses are available, the following message will be displayed.

The users you invite are shown in the Pending Invitation section. If you want to remove the user before accepting the invitation, just click the remove button.

  1. The ID badge color indicates the user's invitation status: green for users invited with a reserved license and gray for users invited without a reserved license.

  2. Email of the invited user

  3. Role within the team

  4. Delete icon to remove the invitation

The system will send an email. If the user already has an account, they can accept the invitation. If not, they can create an account to join the team.

Example Email Notification

Adding a User that Belonged to the Team

If you attempt to invite a user who was previously part of your team but has been deleted or is no longer active, you will encounter the following error:

Tips

  • To restore a user that has been deleted go to Modules → System Setup → User & Employees in the application QMS. Then follow the instructions in general functions Restore.

  • To activate a user go to Modules → System Setup → User & Employees press the eye icon and change the status of the user from inactive to active.

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