Manage users

In Administration Administration menu > Management > Lab management> All users , admin users can view all the users in a shared space.

User management options

Admin users can perform a number of user management actions. The following table details the available user management options.

License Details
OpenText Functional Testing Lab/
OpenText Core Functional Testing Lab

Only authorized users, who are included in the list of users, can work with OpenText Functional Testing Lab. Admins can manage users in the All users tab of the Lab management section, or in the Users tab of a selected workspace.

Admins can perform the following user management actions:

You can also integrate LDAP. In organizations that use LDAP for managing user credentials and permissions, users can access the lab with their LDAP credentials, without the need for the administrator to first add them to the list of authorized users. For details about using LDAP, see Use LDAP.

OpenText Core SDP

Users are added in OpenText Core SDP Administration > Spaces. For more details, see Add users in the OpenText Core SDP help center.

The first time that a user accesses the lab, they are automatically added to the OpenText Functional Testing Lab list of users.

Important: OpenText Functional Testing Lab and OpenText Core SDP user roles are not related. The first OpenText Core SDP user to access OpenText Functional Testing Lab is assigned an admin user role. Subsequent OpenText Core SDP users are added as standard users when accessing OpenText Functional Testing Lab for the first time. For details on the differences between user roles, see user roles in Add a new user.

After an OpenText Functional Testing Lab user is added and is visible, admins can view users, change their user role, and assign them to workspaces from Administration > Lab management > All users. For more details, see Edit or delete users, and Assign users to workspaces.

Note: OpenText Functional Testing Lab workspaces are not related to OpenText Core SDP workspaces and are managed separately.

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Add a new user

This section is not relevant for OpenText Core SDP.

  1. In the toolbar above the list of users, click +.
  2. Enter the new user's email address and password. The password must be at least 8 characters long (maximum of 20 characters) and must contain at least:

    • one digit from 0-9
    • one lowercase English character
    • one uppercase English character

    SSO:  When SSO is enabled, enter the user name as defined in the Identify Provider (IdP). No password is required.

  3. Assign a role for the new user: User, Workspace admin, or Admin.

    The Workspace admin has similar permissions to a User. Unlike regular users, workspace admins can also assign or unassign existing users to the workspaces that they administer, and can manage some workspace settings. For details on assigning users to workspaces, see Assign users to workspaces.

    The following table shows the main differences between roles.

    Permissions User, Workspace admin Admin
    View system info No Yes
    Download logs Can only download logs for devices to which they have access.

    Can download all logs.

    OpenText Core SDP: Admins can download only the logs of on-premises connectors.

    Manage Users

    Workspace admin: Can assign/ unassign existing users to workspaces that they administer.

    Can create and delete users.
    Download the list of users No Yes
    Devices

    Can only access devices in Shared assets, or devices belonging to workspaces to which they have been assigned as users.

    Has control of all devices. Can move devices between workspaces.
    Browser sessions Can manage their own browser sessions. Can manage all browser sessions.
    Connector Management No

    Can view and manage all connectors.

    Can generate Connector access keys for users.

    Reservations

    Can view all reservations. Can manage their own reservations.

    Workspace admin: Can control reservation settings for workspaces that they administer.

    Can view and manage all reservations.

    Can manage reservation settings for all workspaces.

    Administration Menu

    Workspace admin: Can control the reservation settings and the device cleanup settings for workspaces that they administer.

    Can assign/ unassign existing users to workspaces that they administer.


    User: Only the Access Keys tab is visible. Users can create and manage their own Execution access keys.

    Can access the administration area of the Lab to create and manage users, configure settings, and manage licenses.

    Workspace Menu

     

    Not available

    Can access the workspaces area of the Lab to create and manage workspaces, and to assign users and devices to workspaces.

    User actions 

    Restart device, reconnect device, remove disconnected device, change device name, change device settings, upload app, install app, delete app, install app on public device

    Configurable by Admin Can configure user actions.
    Enable Maintenance mode No Yes
    Take apps snapshot Workspace admin only. Yes
    OpenText Functional Testing Lab usage data Workspace admin can download the files to view usage data. Can download the files to view usage data.
    Dashboard Not available Available

    Note: When using OpenText Functional Testing Lab as a managed service provided by an MSP or when shared spaces are enabled, share space admins cannot download server logs. Operators (MSPs) can download the logs and reset passwords. For details, see Shared spaces.

  1. Click Save. The new user is added.
    When adding a user from Lab management, the user is automatically assigned to the Default workspace. When adding a user from a specific workspace, the user is automatically assigned to that workspace. To assign users to multiple workspaces, see Assign users to workspaces. You can also add users via the command line. For details, see Manage user accounts with scripts.

    SAML SSO: Users can be added when logging in. To enable this option, turn on Automatically add user on login in the SAML SSO integration settings. For details, see SAML SSO settings. When this setting is enabled, after a user is authenticated, an initial login adds them to the list of users.

    LDAP: For details on adding users when LDAP is enabled, see Use LDAP.

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Filter the user list

Filter the user list to find a specific user, or to update their details.

  • To filter by role, click All roles and select the appropriate check boxes.
  • To filter by name, click the Search button in the corner of the list of users, and type the user's email or username.

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Export the list of users

This section is not relevant for OpenText Core SDP.

Admins can download the full list of shared space users, including LDAP and SSO users, in Management > Lab management > All users.

To download all users:

  • Click the Download users button in the toolbar above the list of users.
    The file is downloaded in .csv format. It includes the username, role, and workspaces. User passwords are left empty.

The file can also be imported using the User Management CLI tool. User passwords for existing users are not required when importing the file. For details, see Manage user accounts with scripts.

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Unlock a user account

This section is not relevant for OpenText Core SDP.

Administrators can view the status of user accounts (locked or unlocked) and can unlock accounts. These actions can be performed in Management > Lab management > All users, or in Management > Selected workspace > Users. If a user account is locked, the reason is also displayed.

To unlock a user account:

  1. Select the user to unlock.

  2. Click the Unlock user button Unlock User.

  3. You can unlock a user either by assigning a new password or without assigning a new password. Select the required option.

    When a user account is locked because of an expired password, a new password must be provided.

  4. Complete the unlock operation by entering your admin user password.

Note: Unlocking users and resetting passwords is not supported for the following:

  • LDAP. For more details on using LDAP, see Use LDAP.

  • SAML SSO.

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Edit or delete users

Administrators can edit a user's details or delete one or more users. These actions can be performed in Management > Lab management > All users, or in Management > Selected workspace > Users.

Action Steps

Reset a user's password or to change a user's role

 

To reset a user's password or to change their role:

  1. Select the user and click the Edit button .
  2. Enter a new password or select the new user role.
  3. Complete the operation by entering your admin user password.

You can also use the user_management script to change a user's password, change the role of a non-admin user to an administrator, or create a new administrator. For details, see Manage user accounts with scripts.

Note: Resetting passwords is not supported for:

  • LDAP. For more details on using LDAP, see Use LDAP.

  • SAML SSO 

  • OpenText Core Software Delivery Platform

Delete one or more users

To delete users:

  • Select one or more users and click the Delete button in the toolbar.

When you delete a user, the user is removed from the workspaces to which they were assigned, and any execution keys generated by the user are also deleted. Deleted users are not able to access the lab.

Note: You cannot delete the default user (admin@default.com).

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Assign users to workspaces

Users can belong to multiple workspaces. Admin and workspace admin users can assign users to a workspace:

  • When adding a user from Lab management, the user is automatically assigned to the default workspace.

  • When adding a user from a specific workspace, the user is automatically assigned to that workspace.

By default, imported users are assigned to the Default workspace. For details on assigning users to workspaces when LDAP is enabled, see Use LDAP.

To assign or unassign users to a workspace:

The following table details the steps for assigning users to a workspace.

Role Steps
Admin
  1. In Administration Administration menu, click the Management tab to view the Lab management page.
  2. Select All users to view all the users in your lab.
  3. Click one or more users in the grid and click the Assign to workspace button.
  4. Select the checkboxes for all workspaces you want the users to access.
  5. Clear the checkboxes for all workspaces to which you want to remove user access. If you remove a user from all workspaces, they are not able to log in.
  6. Click Save.

Note: You cannot assign an admin user to a specific workspace . By default, an admin user is automatically assigned to all workspaces.

Workspace admin
  1. In Administration  Administration menu , make sure you are viewing the Management tab and viewing the user list.
  2. Click one or more users in the grid and click the Assign workspace button.
  3. Clear the checkboxes for all workspaces to which you want to remove user access. If you remove a user from all workspaces, they are not able to log in.
  4. Click Save.

Note: You can only assign/ unassign users to workspaces to which you belong.

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See also: