If you do not have an unlimited user account, on the top right corner a message will appear with information on your user quota limit and a link with more information.+
Select the Create user manually radio button and click Next.
Fill in required fields (required fields have a red asterisk). To hide the viewlet jKQL queries from this user, check off Suppress jKQL interface. The red alert icon in the Password and Confirm Password fields will disappear after having typed the same password in both fields. Click Next.
On the next screen, the user can be added to teams (multiple teams can be selected for a user). For each team a user is added to, select their access role – Admin or User. Click Next. Learn how to create teams.
Review the user’s information. If updates are needed click the Back button. If all information is correct, click Finish to create the user.
Go to Main Menu > Admin Settings > Organization to open the Manage Organization window. Select Organization to update user organization roles (Admin or User) and the states of the organization repositories (Active or Inactive).
If your license permits, you can add/update users to organizations on the following screen. If running on premise, external security is used where the users are defined externally and come from AutoPilot although the teams and other options are still configured there (teams cannot be created).
To edit a user’s settings, simply select the user and click Edit. To delete a user, click the garbage can icon . Users with Owner or Admin roles cannot be deleted.
To create a new user, click the Create button. The same window opens as described in Create New Users section.
The number of existing users and the total number of possible users are displayed on the bottom right corner of the window. On the top right corner of the window there is a note about user amount limitation and a link for more information.
Fields with an asterisk are required. Checking the Suppress jKQL interface for this user option will hide the jKQL queries within viewlets for this user. The user of this type will access only a Viewlet Form button to add a new viewlet and will not have the option to create viewlets with jKQL or open existing viewlets.
After all updates have been made, click Save.
The teams the user is a member of are displayed on the Manage User Teams tab. To remove a user from a team, simply click the red X within the Delete column.
To add a user to additional teams, click the Add button. On the Add User to Teams screen, select all desired teams and click the Add button. Select if the user should have an Admin or User role.
Go to Main Menu > Admin Settings > Organization to open the Manage Organization window. Select Teams to create and maintain teams: see Create team and Edit team. All teams and their members will be listed, as well as the date/time of creation and the last update.
The bottom right corner of the window will display total number of current teams out of your maximum team limit. If you have reached your team limit, this field will appear in red and you will not be able to create new teams. A message will appear on the top right corner of the window with a link for more information.
Enter a name for the new team. After at least 3 characters are entered, the Create button will be enabled and the red exclamation point will disappear after at least 3 characters are entered.
If your XRay version isn’t unlimited, a message about teams quota limit will be displayed on the top right corner of the window with a link for more information.
On the Manage Team Repositories tab, the team’s repositories will display.
On this tab you can:
- Remove a repository from a team: simply click the red X button within the Delete column.
- Add a repository to a team: click the Add button. All available repositories in your system will display. Select all desired repositories you would like to add to the team and specify the Access Role – either Admin or User. Click Add.
On the Manage Team Members tab, all users in the team are displayed. On this tab you can:
- Update user roles: Select Admin or User.
- Delete a user from the team: Simply click the red X within the Delete column. Please note that Owner and Admin users cannot be deleted.
- Add a new user to the team: Click the Add button. All system users will display. Select the users to add to the team and specify their role (Admin or User). Click Add.
Go to Main Menu > Admin Settings > Organization to open the Manage Organization window. Select Repositories. The Manage Repositories window opens where you can create or update repositories. The field on the bottom right of the window displays the number of existing repositories and the maximum limit.
A default repository can be specified so that each time you log into XRay, the default repository’s data will load. This is a user based setting.
When the users are using a non-limited XRay version, the repositories can have repository data limits.
A list of all system repositories is displayed on the Manage Repositories window. Click on the Active and Inactive buttons to change the repository status. The selected status is displayed in green. Create Time and Update Time are also displayed.
Learn how to browse repositories.
Go to Main Menu > Admin Settings > Organization to open the Manage Organization window. Select Repositories and click the Create button on a Manage Repositories window to add a new repository to the system.
On the bottom right corner of the window the total number of current repositories and the maximum limit amount are displayed. Please note that if the repository maximum limit has been met, the Create button will be disabled and a warning message in a yellow box with a link for more information will display at the top right corner of the dialog box.
The Create Repository window will appear. Enter a name for the repository that is at least 3 characters long. The exclamation point warning will go away once this criteria is met. Click Create.
Go to Main Menu > Admin Settings > Organization to open the Manage Organization window. Select Repositories and a repository from a list you want to edit (the row will change to yellow). Click the Edit button. On the Manage Repository Tokens tab, the status of Stream, Query, Modify, Delete and Admin can be configured to be active or inactive. To delete a token, simply click the red X within the Action field. On the bottom right corner of the window, the number of existing tokens and the token limit are displayed. If the token limit has been reached, the Generate token button will be disabled and a warning message with more information will display at the top right corner.
On the Manage Repository Dashboards tab, a list of all dashboards is displayed. For each dashboard, the number of columns and assigned teams are displayed. To delete a dashboard, simply click the red X within the Action field.
To configure a dashboard’s teams, select the dashboard and click the Manage button. The Manage Repository Dashboard Teams window appears. The list of the dashboard’s assigned teams is displayed.
Delete teams by clicking the red X in the Action field of the dashboard within the Assigned Teams section. To add a new team, select it from the Available Teams, specify if it should be added as an Admin or User and click the Add button. To quickly search for teams within the list, use the Search teams by name search field located at the top right of the window.
Select Policies from the Manage Organization side menu. Users can view the requirements which are being applied for password creation. Currently these are read-only features.