Documentation - aqua cloud
🇬🇧 English
🇬🇧 English
  • 💻Web client
    • Getting started
    • General
      • Home page
      • App language
      • User account
      • Change password
      • Shortcuts & Accessibility
    • How to Contact Our Support
  • 👩‍🔧Administration
  • User administration
    • Adding and editing user profile
    • Roles and permissions
    • Assign, unassign or change licenses
      • Comparison of Licenses
    • Assign/unassign projects and roles
    • Licenses statistics
    • Statistics
  • Project configuration
    • [NEW] Project template configuration (fields)
      • Shared value sets
    • [OLD] Project template configuration (fields)
      • Shared value sets
      • Creating field groups
    • Field rules
    • [NEW] Workflow configuration
      • Global rules
      • Status and transitions
    • [OLD] Workflow configuration
    • Additional project settings
    • Project integrations
    • System log
    • Email notifications
      • Project default notifications
      • My notifications
      • Configuration of the project notification templates
      • Troubleshooting
  • Projects and folders
    • Project wizard
    • Projects
      • Export project
      • Import project
        • Migration from Testrail
      • Archive project
    • Folders
      • Export project folder
      • Import project folder
  • 🧩Modules
  • Navigation page
    • Project tree
    • Items grid
    • Filtering and grouping
    • Views
    • Search
    • Preview item details
  • Items
    • Requirements management
      • Requirements
      • Subrequirements
      • Requirements coverage
    • Test cases management
      • Test cases
      • Nested test cases (shared test cases/steps)
      • Manual testing
      • Test data or Variables manager
      • Test environment tracking with labels (tags)
      • Test execution results
      • Test automation
      • Capture: Test recorder/bug reporter
      • Test it: easy way to start run
      • Quick run: test execution of multiple test cases at once
    • Test scenarios management
      • Test scenarios
      • Adding test cases to a test scenario
      • Executing test scenarios
    • Defects management
      • Defects
      • Creating a defect from a test execution
      • Review found or linked defects to the test execution
      • Creating a defect with Capture
    • General item capabilities
      • Creating and Editing Items
      • Copy item to a target project or duplicate within a project
      • Taking over field values between items
      • Item template (defaults)
      • Dependencies
      • Add links to a description
      • Take screenshots
      • Watch item and notify other users
      • Attachments (files)
      • History of changes
      • Discussions (comments)
      • Print item data
  • Reporting
    • Creating a new report template
    • Basic report elements
    • Element tree structure
    • Element properties
    • Diagrams
    • Pivot table
    • 'Sum' function
    • Creating custom report script
    • Parametrization of reports
    • Exclude empty items from a report
    • Adding table of contents to a report
    • How to filter executions based on custom added fields?
  • Dashboards
    • Creating a dashbord
    • Publishing the dashboard
    • Creating a chart
    • KPI alerts
    • Drilldown to details from a chart
    • Burndown chart template
  • Agile
    • Backlog
    • Sprint board
    • Preview
  • 🖥️Desktop client
    • Getting started
      • Important notice: Deprecation of the desktop client in June 2025 [updated]
      • FAQ: Transitioning from the desktop client to the web Client
      • Desktop installation
      • Home screen configuration
      • Views
      • Grid
    • Agile board
      • Burn Down Chart
    • Dashboard
    • User Administration
      • Adding and managing users
      • Roles and permissions
      • Assigning licenses projects and roles
      • Statistics
    • Project configuration
      • Configuration of Fields and Workflows
      • Email Notification
      • Change company logo in printout
      • Import Project Configuration
    • Import / Export Wizard
    • Project Planner
      • Creating and editing a new project plan
      • Adding and syncing items to project plan
      • Resource planning
      • Gates and Stages
    • Requirements Management
      • Dependency
      • Subrequirements
      • Mind map
      • Comments
      • Documents
    • Test Management
      • Step Designer
      • Test Execution
        • Autosave of a test execution
      • Variable Manager
      • Nested Testcases
      • Disable manual test execution time
    • Test Scenarios
      • Test Scenarios
      • Scheduled Executions of Test Scenarios
      • Run Dependency
    • Defect Management
    • Reporting
      • Creating a Report
      • Creating a new report template
      • The Report Wizard
      • Basic Report Elements
      • Element tree structure
      • Element Properties
      • Diagrams
      • Pivot Table
      • Sum Function
      • Script Development
      • Parametrization
      • Performance Improvements for Report Creation
      • Remove empty elements
      • Table of Contents
      • Invalid References
    • Agile Board
      • Configuring the Agile Component
      • Planning board
      • Scrum board
      • Burn Down Chart
    • Versioning
  • 💿Installation for on premise
    • System Requirements
      • Server
      • Desktop Client
      • Web Client
      • Agents
    • Server Installation
    • Server parameters
    • Web Client Installation
    • Getting Agents
    • Connection to MSSQL Database
    • Connection to Oracle Database 12.2c
    • Licenses
    • Monitoring
    • SSL-Configuration
    • Content Security Policy (CSP) Settings
  • 🪄AI Copilot
    • Transform your testing and project management with aqua's AI Copilot
    • Enable and manage AI Copilot options
    • Create documents with ease with AI Copilot
    • AI Copilot: generate a comprehensive description for the test cases in just one click
    • AI Copilot - create test cases out of requirements or based on context in seconds
      • Create test cases from the navigation page
      • Create test cases from a requirement
      • Create a test case from a test case page
    • Generate test data with AI Copilot
    • Generate test case based on a file
    • Generate test cases in BDD format
    • Generate test cases with AI Copilot using test design techniques
    • Create user stories, BDDs, or PRDs based on a file
    • Create multiple user stories or BDDs with AI Copilot
    • Split or convert requirements
    • AI Copilot chat
  • 🔗Integrations
    • Jira sync: synchronize items between aqua and Jira projects
      • Before you begin: key steps for synchronization
      • Sync configurator set up
        • Sync Configurator options
      • Log in to the Sync Configurator
      • Sync of the projects between aqua and Jira
      • Fields mapping
        • Supported default Jira fields
        • General aqua and Jira fields compatibility
        • Special compatibility for aqua and Jira fields
      • Additional settings
        • Allow mapping of only selected values and ignore other field values for the sync
        • Automatic creation and mapping of field values
      • Troubleshooting
      • Synchronisaton of subtasks with aqua
      • Formatting support
    • Azure Devops sync
    • Jira link: create and/or link Jira issues to aqua tickets
    • aqua4Jira plugin: Cover Jira issue with aqua test cases
      • Installation of the plugin
        • aqua4Jira Plugin - Now Compatible with Jira Data Center!
      • Configuration in Jira
      • Configuration in aqua
    • Automatic display of test cases or test scenarios in Jira tickets
    • Confluence integration
    • Capture: record tests or create comprehensive bug reports
    • Testlink: importer tool for migrating test cases to aqua
    • SSO
      • LDAP
      • SAML Configuration
        • Installation
        • Sample
  • 🌀Automation
    • Desktop Client
      • Creating an Automation Agent
      • Configure Automation
      • Ranorex
      • UFT
      • JMeter
      • SoapUI
      • Database
      • UnixShell
      • PowerShell
      • Automation Library
    • Web Client
      • Automation Agent
        • Creation & Configuration
        • Agent pools
        • Running task
      • Powershell
      • Unix Shell
      • Jenkins integration
      • Selenium
    • REST API
    • Automation: CI/CD tools and aqua REST API
      • Gitlab CI/CD: JAVA/Playwright
      • Gitlab CI/CD: TypeScript/Cypress
      • Gitlab CI/CD: TypeScript/Playwright
      • Gitlab CI/CD: TypeScript/Cypress/Cucumber
  • 🚀Product updates for on premise customers
    • Product updates
      • 25.56.0 - On Premise
      • 25.52.0 - On Premise
      • 25.47.0 - On Premise
      • 25.36.0 - On Premise
      • 25.31.0 - On Premise
      • 25.18.0 - On premise
      • 25.10.0 - On Premise
      • 24.135.0 - On Premise
      • 24.130.0 - On Premise
      • 24.126.0 - On Premise
      • 24.108.0 - On Premise
      • 24.101.0 - On Premise
      • 24.93.0 - On Premise
      • 24.83.0 - On Premise
      • 24.71.0 - On Premise
      • 24.53.0 - On Premise
      • 24.8.0 - On Premise
      • 23.140 - On Premise
      • 23.126.0 - On Premise
      • 23.102.0 - On Premise
      • 23.70.0 - On Premise
      • 23.22.0 - On Premise
      • 22.132.0 - On Premise
      • 22.123.0 - On Premise
    • Release Notes
      • 25.56.0 - On premise
      • 25.52.0 - On premise
      • 25.47.0 - On Premise
      • 25.36.0 - On Premise
      • 25.31.0 and 25.33.0 - On Premise
      • 25.26.0 - On Premise
      • 25.18.0 - On Premise
      • 25.10.0 - On Premise
      • 24.135.0 - On Premise
      • 24.130.0 - On Premise
      • 24.126.0 - On Premise
      • 24.114.0 - On Premise
      • 24.108.0 - On Premise
      • 24.101.0 - On Premise
      • 24.93.0 - On Premise
      • 24.83.0 - On Premise
      • 24.71.0 - On Premise
      • 24.53.0 - On Premise
      • 24.8.0 - On Premise
      • 23.140.0 - On Premise
      • 23.126.0 - On Premise
      • 23.102.0 - On Premise
      • 23.70.0 - On Premise
      • 23.22.0 - On Premise
      • 22.132.0 - On Premise
      • 22.123.0 - On Premise
  • 🚀Product updates for public and private clouds customers
    • Product updates
      • 25.56.0 - public and private cloud
      • 25.52.0 - public and private cloud
      • 25.47.0 - public and private cloud
      • 25.36.0 - public and private cloud
      • 25.33.0 - public and private cloud
      • 25.18.0 - public and private cloud
      • 25.10.0 - public and private cloud
      • 24.135 - public and private clouds
      • 24.130 - public and private clouds
      • 24.126.0 - public and private clouds
      • 24.108.0 - public and private clouds
      • 24.101.0 - public and private clouds
      • 24.93.0 - public and private clouds
      • 24.88.0 - public and private clouds
      • 24.83.0 - public and private clouds
      • 24.71.0 - public and private clouds
      • 24.63.0 - public and private clouds
      • 24.50.0 - public and private clouds
      • 24.33.0 - public and private clouds
      • 24.8.0 - public and private clouds
      • 23.140 - public and private clouds
      • 23.126.0 - public and private clouds
      • 23.107.0 - public and private clouds
      • 23.92.0 - public and private clouds
      • 23.70.0 - public and private clouds
      • 23.46.0 - public and private clouds 1/3
      • 23.46.0 - public and private clouds 2/3
      • 23.46.0 - public and private clouds 3/3
      • 23.22.0 - public and private clouds
      • 22.132.0 - public and private clouds
    • Release notes
      • 25.56.0 - public and private cloud
      • 25.52.0 - public and private cloud
      • 25.47.0 - public and private cloud
      • 25.36.0 - public and private cloud
      • 25.33.0 - public and private cloud
      • 25.31.0 - public and private cloud
      • 25.24.0 - public and private cloud
      • 25.18.0 - public and private cloud
      • 25.10.0 - public and private cloud
      • 24.135.0 - public and private clouds
      • 24.130 - public and private clouds
      • 24.126.0 - public and private clouds
      • 24.114.0 - public and private clouds
      • 24.108.0 - public and private clouds
      • 24.101.0 - public and private clouds
      • 24.93.0 - public and private clouds
      • 24.88.0 - public and private clouds
      • 24.83.0 - public and private clouds
      • 24.71.0 - public and private clouds
      • 24.63.0 - public and private clouds
      • 24.50.0 - public and private clouds
      • 24.33.0 - public and private clouds
      • 24.8.0 - public and private clouds
      • 23.140.0 - public and private clouds
      • 23.126.0 - public and private clouds
      • 23.107.0 - public and private clouds
      • 23.92.0 - public and private clouds
      • 23.70.0 - public and private clouds
      • 23.46.0 - public and private clouds
      • 23.22.0 - public and private clouds
      • 22.132.0 - public and private clouds
      • 22.123.0 - public and private clouds
    • 📢AQUA NEWS
      • Upcoming new storage options for On-premise deployments
      • 🔒 Rate Limits for Public Cloud Users
      • Preview of aqua's public API
      • aqua is now ISO 27001 certified and DORA Compliant
      • Upcoming changes to aqua API
      • AI Copilot launching for All public clouds users on January 27th!
  • 📹Capture
    • What is Capture?
    • Chrome extension installation
    • Capturing in Incognito mode
    • Using Capture with Edge
    • Capturing with video
      • Option to enable mic when capturing a screen and adding voice notes
      • Option to pause/resume while capturing the video
        • Masking sensitive information while capturing
    • Capturing with screenshot
    • Running a test execution
    • Last minute session replay
    • Masked inputs while creating captures
Powered by GitBook
On this page
  • Adding user
  • Edit user account
  • Password reset
  • Deactivate user
  • Delete user

Was this helpful?

  1. User administration

Adding and editing user profile

PreviousUser administrationNextRoles and permissions

Last updated 2 months ago

Was this helpful?

To navigate to user administration click the hamburger menu (☰) in the top-left corner, and select User administration under the Server Configuration section.

Adding user

To add a new user, simply click the "Add User" button.

Once the new user page opens, provide the following required information:

  • First name

  • Last name

  • Username

  • Email

Optional information:

  • Position

  • Phone

Please note that for the user's username, certain special characters commonly found on standard keyboards are not allowed. These restricted characters include: @, ", /, =, ?, [, ], , +, *, :, ;, >, <, and |.

After filling in all the necessary details, click the Create user button in the top-right corner to save the new profile.

Once the user has been created, you'll need to assign a license. To do this, click the 'Add license' button and select the license you wish to assign to the user.

Please note that users without an assigned license will not be able to access aqua.

When a user's assigned license expires, the user is automatically deactivated. Once licenses are renewed, the user will be automatically reactivated and assigned an available license of the corresponding type upon their next login (provided there are sufficient licenses available). Otherwise, you can manually assign a license to the user.

Next select the project you want to asign to users by clicking on the 'Assign project' button.

When the pop-up appears, select one or multiple projects, choose the applicable role, and then click the Assign button.

You can select as many projects as needed; however, only one role can be chosen, which will be applied to all selected projects.

You can later modify or select a different role for a project or specific folder by updating it directly in the assigned projects list.

You can assign the Server Administrator role to a user by clicking on the corresponding toggle within the user profile.

This is a privileged role in aqua that provides additional permissions beyond regular user roles. Specifically, the Server Administrator:

  • can manage users and assign server administrator role to other users,

  • has access to ALL projects

  • can assign/unassign all projects within the system

  • can create, edit or delete roles&permissions.

  • can view global activity log,

  • can modify integrations,

  • enable or disable AI functionalities (public and private cloud only)

Please assign this role only to those users who needs these set of extra permissions.

Edit user account

To edit a user account, select the user from the grid, then click the preview icon followed by Edit profile, or click the three-dot menu and select the corresponding option.

Password reset

Reset Password option allows you to send an email with a new password to a user who has forgotten their password. To trigger the email, select the 3 dots icon and then press 'Reset Password'.

Deactivate user

Deactivate User allows you to revoke access for a selected user so that he/she cannot log in to aqua. You can reactivate the user at any time.

You can deactivate user either from the grid by switching the toggler off or from the user profile.

To deactivate multiple users, select them from the grid by checking their respective checkboxes, then click the three-dot menu at the top of the grid and select Deactivate. You can follow the same steps to activate multiple users at once.

Delete user

To delete a user, select the user from the grid and choose the corresponding option from the three-dot menu, or delete directly from the user profile. To delete multiple users, select them from the grid by checking their respective checkboxes, then click the three-dot menu and select the Delete option from the top of the grid.

Please note that this action cannot be undone. All tickets created by these users will remain but will display N/A in place of the user's name.

The user information will also be removed from all fields in all items where it was stored (e.g. Created By, Assigned To, Tested By, etc.) in accordance with the GDPR.

Navigating to the User administration