User settings

This topic explains user management in Digital.ai Release, including how users are identified and authenticated through valid credentials.

Who are users?

Users are individuals, who must have valid credentials to log into Release. Username acts as a unique identifier for the user.

Release’s user management functionality enables you to manage users, roles, and permissions. Additionally, it provides a role-based security system for the users to perform a variety of operations over the Release application.

Types

• Internal: Users are managed and controlled by Release Administrators.
• External: Users are managed in an external system (LDAP repository) such as Active Directory.

Hover over the Unlimited pill to view information about the number of users that have login permission in this instance of Release application. It also indicates that unlimited number of users can log in to Release based on the license.

Tip: Only after you configure LDAP security, external users are stored in Release and can log in to the application.

You can assign Internal users, External users, and External user groups to global roles. For more information, see Configure roles.

Important: The Users page in Users and permissions settings is visible only to users with Admin or Edit Security global permissions.

Users page

Select Settings > Users and permissions to view the Users page. By default, the Users page is displayed.

Create internal users

Perform the following steps to create an internal user:

Important: The fields in this dialog box have specific requirements. Hence, hover over the information icon in the right corner of the fields, to understand the requirements to the specific fields and create username, email address, and password accordingly.

1. Click New user. The Add user appears.

2. In the Username field, enter a unique name for the user.

   Note

   • Different users cannot have the same username. This needs to be a unique identifier of the user and is used for login.

3. In the Name field, enter the user's full name. This name is used for search and filter criteria for assigning roles and so on.

4. In the Email address field, enter the email address of the user. In the Add user and Edit user dialogs, if an invalid email address is entered into the Email address field, a validation message will be prompted, stating Enter a valid email below the respective field.

5. In the Password field, enter a password for the user.

   Note: The password must meet the password strength requirements.

6. In the Confirm password field, enter the same password you entered in the Set password field.

7. Click Save.

In the Users page, now you see the new user is created and displayed in the table. When multiple users are created, they are displayed in separate rows in the table.

Change internal user properties

Perform the following steps to change internal user properties:

1. In the Users page, click the Edit button under the Actions column in the relevant table row. The Edit user dialog opens.
2. In the Edit user dialog, the field name Previous password is updated to Current password.
3. Change the required details.

Note: The Username field cannot be modified.

4. Click Save.

Important: If you are logged in with Admin or Edit Security permission, then an additional field called Previous Password is displayed. You can use this field to reset your old password when you have Admin or Edit Security permission. Meanwhile, for users with other permissions this field will not be displayed.

External users

You cannot change the properties of external users from the Release interface because they are maintained in LDAP.

To change password strength requirements, see Password strength requirements.

Enable/Disable users

You can enable or disable a user by clicking the Enabled toggle button from the relevant user row in the table. When the toggle button is blue color it is enabled, otherwise it is disabled. Disabled users cannot log in to Release.

Delete users

Perform the following steps to delete a user:

1. In the Users page, click the Delete button under the Actions column in the relevant table row. The Delete user dialog appears.
2. Click Delete.

Filter users

You can use the Filter search box to filter your users. This filtering becomes very helpful when you have multiple number of users.