Add a New User
To add a new user, you must use an account with the Admin Role (dai:admin) assigned. You’ll need to:
If your DAI installation uses single sign-on (SSO), then your DAI users are managed by the software your company uses for network authentication (known as an "identity provider"). When SSO is enabled in DAI, your company's network administrator performs all the tasks on this page in the identity provider.
See How Does Single Sign-On (SSO) Work in DAI? for more information about the integration.
Create a User Account
For enhanced security, multi-factor authentication is now available in Eggplant DAI 6.0 and later. Just choose the required user action Configure OTP when you create an account.
Follow these steps to create all new user accounts.
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Log in to Eggplant DAI with your Admin user account.
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Go to System > Access. The Access page is displayed.
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Click Manage users to open the Admin Console in a new browser tab.
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Click Add user and fill in the basic user information. At a minimum, you must enter a Username. The following characters are not accepted:
< > \ /, and any uppercase letters are converted to lowercase. If you want the user to update their password when they first log in, also enter a valid email address.noteUsers can only update their own passwords if your Eggplant DAI environment has email enabled. Otherwise, you'll need to supply them with a temporary password.
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Leave the User Enabled toggle set to ON and the Email Verified toggle to OFF.
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(Optional) From the Required User Actions list, select any tasks that you want the user to complete after they log in for the first time. For example:
- Configure OTP - Guides the user through the setup for multi-factor authentication.
- Update Profile - Prompts the user to enter any missing account details.
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Select Save to create the account. When the Success! message is displayed, continue to the next section.
Assign a Role
You need to assign new users a Role before they log in for the first time. A Role grants the correct level of access to a user – either Admin or User.
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On the Users page of the Admin Console, select the Role mapping tab.
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Click Assign role.
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Select the role you wish to assign the user
- dai:admin for administrators.
- dai:user for users who can create, edit and run tests.
- dai:viewer for users who can only view dashboards and results.
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Click Assign.
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Continue to either Configure a Password Update, or Set a Temporary Password for environments without access to email.
Configure a Password Update
Configuring a password update allows the user to enter their own password when they login for the first time. This feature is only available if you entered a valid email address for the user when you created their account.
- On the Users page of the Admin Console, select the Credentials tab.
- In the Set Password section, leave the Temporary toggle set to ON.
- In the Credential Reset section, from the Reset Actions list, select Update Password (UPDATE PASSWORD).
- In the Expires In boxes, enter a time limit of up to 12 hours within which the user must reset their password.
- Click Send Email. An email is sent to the user that contains a link to a page where they can update their password and log in.
Account setup is complete.
Set a Temporary Password
If email is disabled in your Eggplant DAI environment, you’ll need to provide each user with a temporary password until they can enter their own password when they first log in.
- On the Users page of the Admin Console, select the Credentials tab.
- Enter and confirm a temporary password for the user. All passwords must be between 12 and 128 characters long.
- Leave the Temporary toggle set to ON to force the user to enter their own password when they first log in.
- Select Set Password, and then confirm the change.
- Provide the user with their username and password.
Account setup is complete.