Topics covered in this article include:

• Built In User Roles
• User Landing Page
• User Notifications
• Creating Users
• Verifying User Emails
• Modifying Users
• Setting Associated Sites and Machines for Users
• Password Requirements

In the Users page, you will create and manage the users who will complete QA tasks, document those tasks and oversee your QA processes. You will also establish administrative rights to update and edit QA templates, tolerances and baselines, equipment and calibration factors, and the techniques used for QA tests in the schedule settings section.

To open the Manage Users page click on the Users link from the Manage your QA page.

Built In User Roles

Each user in the system is assigned a role. Roles determine what actions a user may perform in the system. The table below shows the possible activities granted to each role. The account owner may access all functions.

User Landing Page

The landing page for a user is determined by their role. If a link is followed, such as a browser bookmark or a desktop shortcut, the page specified in the link will be used if one is present. For example, https://tqa.imageowl.com/machines will take the user to the Schedules page while https://tqa.imageowl.com will take the user to their landing page as determined by their role. Below is a list of user roles and landing pages:  

User Notifications

User email notifications will only occur if all the requirements are met as shown in the table below:

Creating Users

Only account owners and physicist administrators can create all user roles. Administrators can create users with therapist, service engineer, ILS, or administrator roles. Therapist, service engineers, and ILS roles cannot create users.

To create a user, navigate to the Manage Users page.

Click the Create User button towards the upper right of the page. The Create User form will appear.

Enter the required fields indicated by the red asterisk.

• Name:  Full name of the user. This is the name that will appear in the software and reports.
• Username:  This is the name that will be used when signing into the software.
• Password and Password Confirmation:  Passwords must be a minimum of 6 characters long.
• Email address:  This address will be used to send notifications to the user. Note email addresses must be valid and unique to a user. See Confirming Users below.
• Role:  Select a role from the list of roles. See the role table above for permissions and functions of the various roles.
• Status: Setting a user status to active allows the user to perform their functions in the software. Inactive users cannot perform any functions in the software. The inactive status is useful if users leave the organization but you still want to see their past activities.
• Phone number:  User's Phone Number.
• Sites/machines:  Select the check box next to each site or machine that the user should have access to
• Notes (optional):  Enter any notes you want to associate with the user.
• Set as ILS Safety Committee Chair?:  Select yes or no to determine if the users should also have the role of ILS Safety Committee Chair.

Once you have entered all the fields click the Add User button.

If the user is added successfully a confirmation message will appear towards the lower right of the screen.

Verifying User Email Addresses

When a new user is created or the email of an existing user is modified a confirmation email will be sent to the email address containing a link to fully activate the account changes. Note that all emails used in the system must be valid and must be unique to a user. If more than one user will be using the same email use the email+extension@domain format. For example, jane.smith@abc.edu and jane.smith+something@abc.edu are distinct emails for login purposes but all messages will be sent to jane.smith@abc.edu.

Modifying Users

Navigate to the Manage Users page.

Click the Modify next to the user you wish to modify. Note that the account owner’s properties may not be modified.

Modify the fields. All fields with red asterisks need to be filled out

• Name: Full name of the user. This is the name that will appear in the software and reports.

• Username: This is the name that will be used when signing into the software.

• Password and Password Confirmation: Passwords must be a minimum of 6 characters long.

• Email address: This address will be used to send notifications to the user. Note email addresses must be valid and unique to a user. See Confirming Users above.

• Role: Select a role from the list of roles. See the role table above for permissions and functions of the various roles.

• Status: Setting a user status to active allows the user to perform their functions in the software. Inactive users cannot perform any functions in the software. The inactive status is useful if users leave the organization but you still want to see their past activities.

• Phone number: Enter phone number for the user.

• Notes (optional): Enter any notes you want to associate with the user.

Once you have completed your edits click the Update User button.

If the user is modified successfully a confirmation message will appear towards the lower right of the screen.

If you receive a red check mark that your User was unable to be added/updated, try again and if the problem persists contact customer support.

Setting Associated Sites and Machines for Users

Users must be assigned to machines in order to see and perform QA, see reports and other activities associated with a machine. When creating or modifying users you will see a list of sites and machines at the bottom of the page. Check the machines that the user will be working with.

You may also set site and machine assignments from the machine management page. See here for details.

Password Requirements

The password policy can be set to match your needs. Password policies are set on an account wide basis and include:

• Password length
• Set required characters in the password
• Password expiry
• Prohibit reuse of a password
• Time until automatic log out
• Maximum login attempts

Please contact support to set these options for your account. Note that after the settings have been changed, users will need to log out before they take effect.