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User Management - New Customer Training
User Management - New Customer Training

Learn how to add and manage users, add user permissions, manage billing, create user groups, and more

Written by Lydia Olu-Harding
Updated over a week ago

If you are tasked with managing users in Qualio, the videos on this page cover all the information you'll need to know before you start to add users and create user groups. If you would rather watch the full 17 minute training video with additional knowledge check, here.

User Roles and Permissions

When managing users in Qualio, you'll need to know about user roles and various individual user permissions that can be granted to users. In the video below, we'll discuss the three roles (Quality, Normal, and Basic), as well as available feature permissions for Events and Suppliers. And lastly we'll cover the Admin and Billing Access that can be granted to users.

  • 0:00 - User Roles (Quality, Normal and Basic)

  • 1:15 - User Permissions (Events and Suppliers)

  • 2:38 - Qualio controlled Permissions & Access

  • 3:00 - Admin & Billing Access

  • 4:13 - Admin Settings Page

  • 4:30 - Billing Page

Add and Manage Users and Groups

Qualio Admins, discussed in the video above, will need to know how to add, edit and manage individual users. And part of managing users is to put them into different User Groups.

  • 0:00 - Add / Invite a new user

  • 0:42 - Edit a user record

  • 1:10 - Remove users

  • 2:39 - Restore a deleted users

  • 3:01 - User Groups

  • 3:41 - Create User Groups

  • 4:26 - Add (or remove) users to a Group

Advanced User Management

The training videos above discuss how to add and manage users, but what about some of the other common questions we get asked related to User Management? The video below has a few final details for Qualio Admins regarding the user management Audit Trail entries, user lockout, and how SSO impacts user managements and individual users.

  • 0:00 - User Management related Audit Trail entries

  • 0:58 - User Lockout

  • 1:44 - Idle Session Sign-out

  • 2:02 - Password Expiration

  • 2:17 - SSO + User Management

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