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Getting Started with User Management
Who is this article for?Ideagen Quality Management administrators importing workflows.
Personnel Administration access is required.
Ideagen Quality Management provides many features for easily managing your system's users and groups. You can configure your system to authenticate users with Active Directory, allowing for one password and account to manage log ins. Additional user licensing and login options are also available.
Whether or not your system integrates with Active Directory, you can create and disable individual users, grant Administrative privileges, assign permissions that unlock features not available to other users, reset passwords when they are lost or need to be changed for security reasons, and edit user profiles from the Personnel Administration pages.
User Groups can also be created to reflect the various roles across your business, to which any number of users, managers, and even other subgroups can be added. Responsible parties for document processing and workflow tasks can then be assigned according to those groups. testing and training assignments can also be made per group so that, as users move in and out of roles, the necessary assignments are sent to them for their new role.
In addition, the Personnel page can even be used as a company directory where users can go to find contact information, training certifications, or other user details tracked through Personnel Custom fields.
Tip! We recommend assigning permissions at the group level rather than individually, allowing you to move your staff in and out of roles with minimal changes.
User Licenses
Though many items are accessible without logging in, most tasks require your feedback or interaction to process them through to their next steps. Whether you're approving or editing an SOP document, processing a CAPA workflow, or taking a test for Human Resources, you must login to carry out the task.
- Dedicated - license assigned only to a single user account. This is typically an administrator or Quality Manager. Only that user can login with that license.
This is the only license type supported for Cloud systems.
Legacy Settings
- Concurrent - license shared among many users. You may own 5 Concurrent licenses and have 30 users assigned to them. This means only 5 of the 30 can be logged in at a time.