How to create new users?

To create new users -  

  1. Click on the Settings button to open up the settings panel
  2. Click on Users
  3. Select the By Users view and then - Create New User


     
  4. Fill in the user details - 
    • Email - The email address used as the Panaya user name. Use an active email address as this email will be used for sending important notifications.
    • First Name
    • Last Name
    • Set user as Active / Inactive 
    • SAP User Name (for SAP only) - SAP user as it is defined in this SAP system. It is highly recommended to use this field in order to allow Panaya to automatically assign newly generated Correction activities to users based on their SAP user name. Click here to learn more.
    • QC User Name (if appears) - Fill in the username in HPQC

       
  5. Set the Email notification options - 
     
    • Notify on product updates
      Allows user to receive important updates on Panaya releases and planned maintenance windows
    • Notify on activity assignments
      Allows users to receive email notifications on task assignments
       
  6. Connect users to projects and assign Roles - 
    • Select the Connected Projects tab
    • Click on Connect Projects


       
    • Select the projects to connect. You can use the search box and search by project or system name.
    • For each selected Project, start typing the Role name or use the drop-down box to select. 
      If no Role is assigned, the user will have access to the project in view-only mode.
    • Click Save
       
  7. Click Save Changes


     

See also: