Creating and Editing QuerySurge Users (Versions: 8.0+)

Versions: 8.0+

Creating New Users

1. Log into QuerySurge Global Administration Portal as a Global Admin user.
2. Navigate to QuerySurge Administration > Users. (Note: User Licensing Summary is available at the bottom of the user screen. This summary shows available user licenses in your environment.)
3. Press the Add button. The Add User Wizard appears.
   
4. Click Next to proceed. Global Role selection appears.
5. Choose a Global Role for the user, and click Next. See the article on Users and Roles for more about the available Global Roles.
   
6. Enter User Profile details, and click Next.
   
   First Name: First Name of the user to be created. This name will be visible in the UI.
   Last Name: Last Name of the user to be created. This name will be visible in the UI.
   Phone (Optional): Informational contact field for users phone number.
   E-mail (Optional): Email for user. Used for notifications. 
7. Enter Security details for the user:
   • When LDAP authentication is not in use, enter and confirm a Username and Password.
     
     Username: Username which will be used when logging into QuerySurge
     Password: Password for account
     Confirm Password: Password for account
   • When LDAP authentication is enabled, enter a Username. If applicable, check Override Default LDAP Settings and enter the necessary values for the new user (see the linked article for details).
     
     Username: Username which will be used when logging into QuerySurge. This username must be the same, as the users LDAP account.
8. Click Next. If the Global Role selected earlier was a Licensed role (Licensed Global Admin or Licensed User), User Project selection will appear. For a Global Admin Only user, this step will be skipped.
9. Optional: Select Projects that this user will have access to. (These selections may be changed at any time after the user is created.) Repeat these steps for each Project:
   1. Click Add Project
   2. Select the Project Name
   3. Select the Project Role
   
10. Click Next.
11. Review the details of the new user. If all details appear correct, click Save.
    

Editing a User

1. Log into QuerySurge Global Administration Portal as a Global Admin user.
2. Navigate to QuerySurge Administration > Users.
3. Select the user to be edited, and click Edit (or double click the user in the list). The Edit User window will appear.
   
4. On the General tab, modify the user's First Name, Last Name, Phone, and E-mail.
5. On the Security tab, modify the user's Global Role, Username, and authentication settings:
   • When LDAP authentication is not in use, enter and confirm a Password. (If not modifying the password, leave both fields blank.)
     
   • When LDAP authentication is enabled, and if overrides are applicable, check Override Default LDAP Settings and enter the necessary values for the new user (see the linked article for details).
     
   • When SSO authentication is enabled, and if alterative logins are needed, check Enable Alternative Login and enter the necessary values for the new user
     
   Note: A Global Admin Only user may be changed to one of the Licensed roles (either Licensed Global Admin or Licensed user). However, Licensed users may not be converted to Global Admin Only (even if the user started out as Global Admin Only).
6. On the Projects tab, add or remove Project assignments for the user, and/or change the user's Project Role for any assigned Projects.
   
   Note: A Global Admin Only user may not be assigned to any Projects; the Projects tab will be unavailable for Global Admin Only users.
   
   Note: A user may not be added to, removed from, or have the Project Role changed for any Projects that are currently locked. To edit a user's assignments for locked Projects, unlock the Projects first. (Assignments for disabled Projects can still be edited at any time.)
7. When finished editing, click Save.

Deleting a User

When deleting a QuerySurge user, the user will no longer be able to log in and all Project assignments will be deleted; however, all assets created by the user will remain intact.

1. Log into QuerySurge Global Administration as a Global Admin user.
2. Navigate to QuerySurge Administration > Users.
3. Select the user to be edited, and click Remove.
4. Click OK to confirm removal of the user.