Adding new users to monitorQA is a pretty straightforward process. Besides adding new users during the initial setup, you can also add them at any time in the settings area.
Simply open up the “Users” menu and select "List" from the sub-menu.
A new page will load with a list of your existing users. To edit or suspend an existing user, click on the three dots icon on the far right next to the given user.
To add a new user, click on the "New User" button in the top right corner.
A short form will show up on the right-hand side, which allows you to enter basic information for the new user you need to add to the system.
Simply fill in the full name followed by the email address of your user. Then, select the role your new user will have in the system. To complete the process, click on the "Add & Invite User" button.
Your new user will receive an invite to their email address explaining where and how to log in to the system.
Let's now cover those 4 default roles that already exist in your account. Navigate to the Settings->Access Roles area.
Clicking the above option will open up a new page with those roles that you've seen in the form when adding users. By default, each account comes with the 4 roles you see on the screen: Admin, Auditor, Auditee, and Observer.
Each of these 4 roles has a list of permissions that together define what a person in a certain role can do. Simply click on a role to see the list of those permissions on the right-hand side.
The ones that have a green check-mark next to them are included in the role. Although you cannot adjust any of the 4 default roles, you can easily create a new role in the system by clicking the "Add New Role" button in the top right corner.
Give it a name, an optional description, and select permissions that you'd like to include in your new role.
Permission names are fairly self-explanatory, but for more detailed information, feel free to reach out to our support team at support@monitorqa.com
The roles that you create can be edited and deleted, as you can see in the screenshot below.
As soon as you create a new role, you can go back to the list of users and, either assign it to your existing users or give it to a new user when adding them to the system.
