# Table of Contents

- [General | Documentation - aqua cloud](#general-documentation-aqua-cloud)
- [Home page | Documentation - aqua cloud](#home-page-documentation-aqua-cloud)
- [App language | Documentation - aqua cloud](#app-language-documentation-aqua-cloud)
- [User administration | Documentation - aqua cloud](#user-administration-documentation-aqua-cloud)
- [User account | Documentation - aqua cloud](#user-account-documentation-aqua-cloud)
- [How to Contact Our Support | Documentation - aqua cloud](#how-to-contact-our-support-documentation-aqua-cloud)
- [Change password | Documentation - aqua cloud](#change-password-documentation-aqua-cloud)
- [Shortcuts & Accessibility | Documentation - aqua cloud](#shortcuts-accessibility-documentation-aqua-cloud)
- [Administration | Documentation - aqua cloud](#administration-documentation-aqua-cloud)
- [Adding and managing users | Documentation - aqua cloud](#adding-and-managing-users-documentation-aqua-cloud)
- [Roles and permissions | Documentation - aqua cloud](#roles-and-permissions-documentation-aqua-cloud)

---

# General | Documentation - aqua cloud

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[PreviousGetting started](/documentation)
[NextHome page](/documentation/web-client/general/home-page)

Last updated 1 year ago

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💻

[Home page](/documentation/web-client/general/home-page)

[App language](/documentation/web-client/general/app-language)

[User account](/documentation/web-client/general/user-account)

[Change password](/documentation/web-client/general/change-password)

[Shortcuts & Accessibility](/documentation/web-client/general/shortcuts-and-accessibility)

---

# Home page | Documentation - aqua cloud

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[PreviousGeneral](/documentation/web-client/general)
[NextApp language](/documentation/web-client/general/app-language)

Last updated 6 months ago

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From aqua home page, you can get much easier access to all aqua offerings, partners and products. You can also find documentation or contact our customer support from there.

Public and private cloud users always have access to this page by default.

For on premise customers, it has also shown by default. But there is an option to configure it and enable your internal resources instead of aqua home page.

To enable your internal resources, the Server/System Administrator needs to modify the following keys in the aquaWebNG.config to:

*   AQUA\_HOME\_NEWSPAGE\_URL: [https://customer-internal.example/](https://customer-internal.example/)
     _(your internal URL)_
    
*   AQUA\_HOME\_NEWSPAGE\_IS\_WEBPAGE: true
    

💻

aqua home page

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FwwfBie8sIPrIDSljhg4b%252Fimage.png%3Falt%3Dmedia%26token%3D0acf52e1-6c34-4969-8a31-6439bfc99bfd&width=768&dpr=4&quality=100&sign=541b4318&sv=2)

---

# App language | Documentation - aqua cloud

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[PreviousHome page](/documentation/web-client/general/home-page)
[NextUser account](/documentation/web-client/general/user-account)

Last updated 6 months ago

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When you create an account, aqua checks your browser language and automatically offers you the demo project and interface either in German (if you have German language set) or in English.

If you want to change interface lanaguge later on, you can do it from your Account profile.

Click on the user avatar first and when the sidebar appears, click on the 'Change language' button.

Then select preferred option and click the 'Save' button

Once you save it, the selected option will be applied.

Please note, that currently aqua has only German and English localisations. If you select the 'Browser language' option, and your browser language is _e.g. Chinese_, then English will be set as a default lanaguge.

💻

User profile

Change language preferences

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FTFWTDV1PeMZxezkiCJHT%252Fimage.png%3Falt%3Dmedia%26token%3D9385aad8-b627-4908-a8bb-2826bec3b1e7&width=768&dpr=4&quality=100&sign=75df0760&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FNJgFYQFZtnhJhKJQR3LH%252Fimage.png%3Falt%3Dmedia%26token%3D578e4c98-d82d-4a8a-b601-84e173a2e959&width=768&dpr=4&quality=100&sign=64bea4c3&sv=2)

---

# User administration | Documentation - aqua cloud

[Adding and managing users](/documentation/user-administration/adding-and-managing-users)
[Roles and permissions](/documentation/user-administration/roles-and-permissions)
[Comparison of Licenses](/documentation/user-administration/comparison-of-licenses)
[Assigning licenses, projects and roles](/documentation/user-administration/assigning-licenses-projects-and-roles)
[Licenses statistics](/documentation/user-administration/licenses-statistics)
[Statistics](/documentation/user-administration/statistics)

[PreviousAdministration](/documentation/administration)
[NextAdding and managing users](/documentation/user-administration/adding-and-managing-users)

Last updated 1 year ago

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---

# User account | Documentation - aqua cloud

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[PreviousApp language](/documentation/web-client/general/app-language)
[NextChange password](/documentation/web-client/general/change-password)

Last updated 6 months ago

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A user account can be managed either by a server/system administrator or a user with enough permissions.

A user account can be **added**, **deactivated** or **deleted**.

When a server/system administrator adds a new user to aqua, he needs to fill out the form.

Once the form is saved, the invited user will receive the welcome email with credentials to login to aqua.

The server/system admin needs to make sure that a license [is assigned](/documentation/user-administration/assigning-licenses-projects-and-roles)
 to an invited user, otherwise newly added user won't be able to login to aqua.

aqua team recommends to change a password as soon as a user logins for the 1st time. Here is [the article](/documentation/web-client/general/change-password)
 on how it can be done.

Any number of users can be addded to the app with the same email, but a username should be always unique.

Due to regulatory compliance, some companies might be subject to specific legal or regulatory requirements regarding data retention and deletion. By handling deletion requests through a formal process, companies who use aqua can adhere to these guidelines more effectively.

Hence, the users without enough permissions can't delete their accounts and need to request a deletion or deactivation of the account from their server/system administrator.

To enhance personalization and creates a sense of identity and makу collaboration easier and effective, we recommend to upload an avatar or a picture.

Users can upload or update their avatar either from the user administration page or from the sidebar panel from the aqua app directly.

💻

Add new user form

Adding avatar

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252F6CZVQPYo9JC3OdTCV5mc%252Fimage.png%3Falt%3Dmedia%26token%3D896d0207-e49f-45e5-bfd2-5322e5ffad34&width=768&dpr=4&quality=100&sign=8333f947&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252F6kvRYKvBEXpigXXg7KRE%252Fimage.png%3Falt%3Dmedia%26token%3D8d6c3f5b-2a47-49ea-bfbf-7d4aab9252a4&width=768&dpr=4&quality=100&sign=12151232&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FHVWB18AEyYmtpjbXS9JY%252FBuilt-in%2520Retina%2520Display.gif%3Falt%3Dmedia%26token%3Da9190b6e-5664-4f9a-ba4a-02707fe335da&width=768&dpr=4&quality=100&sign=886eb46e&sv=2)

---

# How to Contact Our Support | Documentation - aqua cloud

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[](#contacting-aqua-cloud-support)

Contacting aqua cloud Support


---------------------------------------------------------------------

At aqua cloud, we are dedicated to providing timely and efficient support to ensure the best experience with our platform. Below, you will find details on how to reach our support team and our service availability. 😊

### 

[](#how-to-contact-support)

How to Contact Support

If you need assistance, you can reach us through the following channels:

#### 

[](#id-1.-email-support)

1\. **Email Support**

You can contact us via email at [**support@aqua-cloud.io**](mailto:support@aqua-cloud.io)
. Sending a message to this address will automatically create a support ticket in our system. This allows our support team to track and resolve your request efficiently. 📧

#### 

[](#id-2.-phone-support)

2\. **Phone Support**

For direct assistance, you can call our support team at **+49-(0)221-68 94 30 82** during our working hours.

### 

[](#support-hours)

Support Hours

Our support team is available from **Monday to Friday, 09:00 – 17:00 (CET)**.

We strive to respond to inquiries as quickly as possible and appreciate your patience while we work on resolving your issue.

For any additional questions or information, feel free to reach out to us through the provided channels.

[PreviousShortcuts & Accessibility](/documentation/web-client/general/shortcuts-and-accessibility)
[NextAdministration](/documentation/administration)

Last updated 25 days ago

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---

# Change password | Documentation - aqua cloud

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[PreviousUser account](/documentation/web-client/general/user-account)
[NextShortcuts & Accessibility](/documentation/web-client/general/shortcuts-and-accessibility)

Last updated 6 months ago

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When a user signs up or invited to a solution, aqua generates a password that you can use to do a first login.

However, we recommend to change it as soon as you get into the application in order to secure your account.

To change your password, click on the user avatar first and when the sidebar appears, click on the 'Change password' button.

Set a new password and click the 'Change password' button.

Starting from the next login, use a new password to get access to aqua.

In case, you forgot your password and can't login to aqua, click the 'Reset password' button.

You will be navigated to the reset password page.

Users who are on a public cloud, need to provide email and a tenant name. Tenant name is a special key that is added to your username after @ when you login to aqua. e.g. kate@_tenantname_

In most cases, tenant name is incorporated from your company name or domain used in your email when you signed up.

Private cloud and on-premise customers can reset a password by providing an email only.

In aqua, server/system administrators or users with the permissions, can reset the passwords for other users.

When a server/system adminisntrator resets a password, a user receives an email with new login credentials.

In all cases when the password has been reset, we recommend to a user who logs in, to change it to a new one as it was done on the first login.

💻

Change password

Reset password form

Reset password

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FAwUPHhCZGMvc1WKrPHNk%252Fimage.png%3Falt%3Dmedia%26token%3D74831e88-ef5b-416b-af6b-e933e00cad3d&width=768&dpr=4&quality=100&sign=cf57a353&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252Ft1H4zpyjk1FiIPeam49a%252Fimage.png%3Falt%3Dmedia%26token%3De2222a84-265e-4d7e-9aee-f44d87feaef0&width=768&dpr=4&quality=100&sign=c953f55f&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252Fn9AoWNbRO2wWuc2csiNc%252Fimage.png%3Falt%3Dmedia%26token%3De33a2259-9f1c-464d-b78a-67b47b1af43c&width=768&dpr=4&quality=100&sign=7ec6370e&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FSiqxuBT8CY91nXsVvPmZ%252Fimage.png%3Falt%3Dmedia%26token%3D6ca9ac41-5e23-4c09-996d-f5ea6f86c9e7&width=768&dpr=4&quality=100&sign=4ed03b54&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FQpE2A215UqlP3ubCVO2D%252Fimage.png%3Falt%3Dmedia%26token%3Da099203c-8b05-4fcf-bb9f-14a43a6c6532&width=768&dpr=4&quality=100&sign=fd756f3c&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FcEY5FBu15tlzYO8Pdwde%252Fimage.png%3Falt%3Dmedia%26token%3D39167d15-48a3-44c5-a239-17c4e3fe3657&width=768&dpr=4&quality=100&sign=a6a3f9b3&sv=2)

---

# Shortcuts & Accessibility | Documentation - aqua cloud

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[PreviousChange password](/documentation/web-client/general/change-password)
[NextHow to Contact Our Support](/documentation/web-client/how-to-contact-our-support)

Last updated 6 months ago

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### 

[](#keyboard_shortcuts)

**Keyboard Shortcuts**

For several important functions, you can simply use keyboard shortcuts, such as 'Ctrl+S' to save or ESC to close a dialogue without using the mouse. Which shortcuts are available can be displayed at any time simply by pressing the **F1** key.

### 

[](#command_line)

**Command Line**

With the F10 key, you can open aqua's intelligent command line, which makes all available buttons in the context accessible through simple text input. This allows you to list all available commands and actions for a quick overview without having to search or navigate to them in the interface.

You can select them directly using the up/down arrow keys, or simply type their names. An auto-complete feature makes this easy. You can also type the ID of an item, such as TC001234, and then press Enter to open that item directly.

### 

[](#accessibility_according_to_bitv_2_0)

**Accessibility according to BITV 2.0**

It is our objective to make aqua as accessible as possible for all users. An important guideline for this is the Barrierefreie-Informationstechnik-Verordnung (in english Barrier-Free Information Technology Regulation), or BITV for short. aqua is being developed and refined in accordance with the BITV 2.0 criteria, i.e. attention is paid to the clarity of the masks, colours and contrasts are optimised for better recognition and many other details have already been implemented for a better accessibility.

One very important accessibility criterion is the ability to use an application with a keyboard. For this purpose, the tab and arrow keys can be used to navigate through the aqua interface. To make this as efficient as possible for people who are completely keyboard dependent, additional areas have been defined that can be accessed directly without having to navigate through them. You can quickly switch between these different areas using the `F4 key`, and then use the `Tab key` to move to different positions within that area. There are also a few more keyboard shortcuts, as described above, as well as a command line for quick navigation and editing using the keyboard.

💻

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252Ftkcq1LRSe4P5eQhZmNbZ%252Fimage.png%3Falt%3Dmedia%26token%3Da7da5628-b582-4470-957c-f4076532a9ed&width=768&dpr=4&quality=100&sign=6b4e3e2&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=http%3A%2F%2Faquawiki.andagon.com%2Fpictures%2Fdrex_shortcuts___accessibility_custom.png&width=768&dpr=4&quality=100&sign=507eaa83&sv=2)

---

# Administration | Documentation - aqua cloud

[PreviousHow to Contact Our Support](/documentation/web-client/how-to-contact-our-support)
[NextUser administration](/documentation/user-administration)

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---

# Adding and managing users | Documentation - aqua cloud

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[PreviousUser administration](/documentation/user-administration)
[NextRoles and permissions](/documentation/user-administration/roles-and-permissions)

Last updated 1 year ago

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In this chapter, we will explore the process of adding and managing users within aqua.

First to navigate in the user administration area please select under hamburger menu the appropriate section called 'User administration'.

[](#adding-users)

Adding users


-----------------------------------

To add a new user, simply click the "Add User" button located in the top-right corner of the window.

A user dialogue will appear, enabling you to input the necessary user details. Once a new user has been successfully created, they will promptly receive an email containing a link to aqua and their login credentials, which include their username and password.

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

Please be sure that you have fulfiled the email and the user name fields before saving the form.

[](#edit-user-account)

Edit user account


---------------------------------------------

To edit a user, select the user from the list of users on the left and change the fields as required. In addition to the username, first name, last name, and email address, you can enter a job title and phone number, and add a picture.

If you are a server administrator, you can use the Server Administrator checkbox to give the user more rights. With the Server Administrator permission, the user has access to all projects and can assign himself and other users to all projects. They can also configure, add or delete roles and have access to the global system log.

[](#password-reset)

Password reset


---------------------------------------

Reset Password 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-or-delete-user)

Deactivate or delete user


-------------------------------------------------------------

Deactivate User allows you to deactivate the selected user so that he/she cannot log in to aqua. The user will then be highlighted with a blocking sign on the User List. You can reactivate the user at any time.

When the licence assigned to the user expires, the user is automatically deactivated and the licence is crossed out. When the licences are renewed and the user logs in again, one of the current licences is automatically assigned to the user and the user is reactivated (if there are enough licences of that type). Otherwise, you can manually assign a licence to the user.

Delete User completely deletes the selected user and cannot be restored. 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

Adding user button

Add new user dialogue

Editing information about the user

Reset Password option

Deactivating a user

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FhSYOr2uYLLpBLLgdrrYa%252FFrame%25203%2520%281%29.png%3Falt%3Dmedia%26token%3Db8638bbc-d465-4f1f-9428-4051559828eb&width=768&dpr=4&quality=100&sign=be778b6&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252Frq8h3dXmyhNc4jJCyLjd%252Fusers-1.png%3Falt%3Dmedia%26token%3Daf96d768-4fec-4bd4-b05d-c982292ec122&width=768&dpr=4&quality=100&sign=1ce0073e&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FY8u0UnDMSWFRTSMZfmaO%252Fimage.png%3Falt%3Dmedia%26token%3Dfac003aa-33db-4264-a54b-fa71b88e2eb0&width=768&dpr=4&quality=100&sign=5019b0ed&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FYR48RrkVfkwpsrlGORld%252Fchrome-capture-2023-9-17.gif%3Falt%3Dmedia%26token%3D74778b40-ae06-451e-aba6-1aef999897f7&width=768&dpr=4&quality=100&sign=73ade216&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FwEXP1RKh35SZc3PhdZdB%252Freset_password.png%3Falt%3Dmedia%26token%3D5b2a4c59-c843-455b-a337-0e4c67efd0d6&width=768&dpr=4&quality=100&sign=be1f28c2&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FyCepQIzt4SczloY67KWD%252Fdeactivate-user.png%3Falt%3Dmedia%26token%3D0a805157-1544-4b90-8940-f221ec405fc5&width=768&dpr=4&quality=100&sign=b2fd8c10&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=https%3A%2F%2F3920520305-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FyZbW8vbNs5hz8x57emJJ%252Fuploads%252FsnAEDM3U5PGjvM0VOUKs%252Fimage.png%3Falt%3Dmedia%26token%3D6714a59b-7823-45fc-ac94-b70797a88cf2&width=768&dpr=4&quality=100&sign=40e640f9&sv=2)

![](https://docs.aqua-cloud.io/~gitbook/image?url=http%3A%2F%2Faquawiki.andagon.com%2Fpictures%2Fdrex_users_custom_6.png&width=768&dpr=4&quality=100&sign=dfff9738&sv=2)

---

# Roles and permissions | Documentation - aqua cloud

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[PreviousAdding and managing users](/documentation/user-administration/adding-and-managing-users)
[NextComparison of Licenses](/documentation/user-administration/comparison-of-licenses)

Last updated 1 year ago

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### 

[](#add_or_edit_roles)

**Add or Edit Roles**

To define or edit roles, navigate to User Management and select Roles on the left-hand side. You can then add, copy, change or delete roles.

To change a role, select it from the list or type its name in the search bar. You can then set or remove permissions. Some of these can be enabled as _**Assigned**_ or _**Owned**_. If you select Assigned, the user is allowed to change the items they are assigned to. If you select Owned, the user is allowed to change items that they have created.

For example, if you define a Developer role for users who should only be able to edit defects that are assigned to them, you would select Assigned in Defect Management - Edit Items and Delete Items.

The option _**'Permissions from Licence'**_ allows you to define a role based on a specific licence, if required. This allows you to analyse whether a set of permissions fits a particular licence.

### 

[](#permission_overview)

**Permission Overview**

Below is an overview of the permissions you can set and a brief description.

**Section**

**Permission Name**

**Description**

**Requirement management**

In this section you can set permissions regarding requirements

View

In this section you can set permissions regarding the view

View items

Allows the user to open requirements

View UML

Allows the user to open UMLs (in the rich client)

Generate test cases from UML

Allows the user to automatically generate test cases from an UML (in the rich client)

Use discussions

Allows the user to see the discussion area and add texts there

Export to Word

Allows the user to export requirements to a Word document (in the rich client)

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new requirements

Create UML

Allows the user to create new UMLs (in the rich client)

Create comments

Allows the user to create comments in the description of the requirement

Import from Word

Allows the user to import requirements from word (in the rich client)

Edit

In this section you can set permissions regarding editing

Edit state

Allows the user to change the status of a requirement

Edit fields

Allows the user to edit fields in the metadata

Edit description

Allows the user to edit the description of a requirement

Edit comments

Allows the user to edit existing comments

Edit UML

Allows the user to change existing UMLs (in the rich client)

Import from Word

Allows to import a description from a Word-File (in the rich client)

Batch edit items

Allows to batch change requirements

Delete

In this section you can set permissions regarding deletion

Delete items

Allows the user to delete requirements

Move

In this section you can set permissions regarding moving items

Move requirements in project

Allows the user to move requirements within one project

Move requirements between projects

Allows the user to move requirements between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

**Defect Management**

In this section you can set permissions regarding defects

View

In this section you can set permissions regarding requirements

View items

Allows the user to open defects

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new defects

Edit

In this section you can set permissions regarding editing defects

Edit items

Allows the user to change defects

Edit enclosures

Allows the user to add or change enclosures

Batch edit items

Allows to batch change defects

Delete

In this section you can set permissions regarding deletion of defects

Delete items

Allows the user to delete defects

Delete enclosures

Allows the user to delete enclosures of defects

Move

In this section you can set permissions regarding moving defects

Move defects in project

Allows the user to move defects within one project

Move defects between projects

Allows the user to move defects between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

**Test case management**

In this section you can set permissions regarding test cases

View

In this section you can set permissions regarding the view

View items

Allows the user to open test cases

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new test case

Use variable manager

Allows the user to parameterize tests using the variable manager

Nesting test cases

Allows the user to nest a test case within a test step

Test automation

Allows the user to use the automation tab to add new scripts

Edit

In this section you can set permissions regarding editing

Edit status

Allows the user to change the status of a test cases

Edit fields & description

Allows the user to edit fields in the metadata and the description

Edit test steps

Allows the user to use the step designer

Use variable manager

Allows the user to change variables in variable manager

Nesting test cases

Allows the user to change nested test cases

Test automation

Allows the user to change test scripts in test steps

Batch edit items

Allows to batch change test cases

Delete

In this section you can set permissions regarding deletion

Delete items

Allows the user to delete test cases

Move

In this section you can set permissions regarding moving test cases

Move test cases in project

Allows the user to move test cases within one project

Move test cases between projects

Allows the user to move test cases between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

**Test scenario management**

In this section you can set permissions regarding test scenarios

View

In this section you can set permissions regarding the view

View items

Allows the user to open test scenarios

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new test scenarios

Edit

In this section you can set permissions regarding editing

Edit items

Allows the user to change test scenarios

Batch edit items

Allows to batch change test scenarios

Delete items

Allows the user to delete test scenarios

Move

In this section you can set permissions regarding moving test scenarios

Move test scenarios in project

Allows the user to move test scenarios within one project

Move test scenarios between projects

Allows the user to move test scenarios between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

**Test execution**

In this section you can set permissions regarding test execution

Test Case

In this section you can set permissions regarding test case executions

Execute tests manually

Allows the user to manually execute test cases

Execute automated tests

Allows the user to execute test cases which contain an automation

Test Scenario

In this section you can set permissions regarding test scenario executions

Execute test scenarios manually

Allows the user to manually execute test scenarios

Execute automated test scenarios

Allows the user to execute test scenarios which contain an automation

Schedule executions

Allows the user to set up schedules for regularly executed test scenarios

Execution status

In this section you can set permissions for the execution status

Finalize test executions

Allows the user to finalize an execution

Set relevance of test executions

Allows the user to mark and unmark executions as (ir)relevant

**Automation script management**

In this section you can set permissions regarding test automation scripts (in the rich client)

View

In this section you can set permissions regarding the view

View items

Allows the user to open scripts

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new scripts

Edit

In this section you can set permissions regarding editing scripts

Edit items

Allows the user to edit scripts

Batch edit items

Allows to batch change scripts

Delete items

Allows the user to delete scripts

Move

In this section you can set permissions regarding moving scripts

Move scripts in project

Allows the user to move scripts within one project

Move scripts between projects

Allows the user to move scripts between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

**General**

In this section you can set permissions regarding various topics

Views

In this section you can set permissions regarding filtered views

Publish views in project gallery

Allows the user to publish views (including filter, sorting etc.) in the project gallery

Edit public views in project gallery

Allows the user to edit public views (including filter, sorting etc.) in the project gallery

Project configuration

In this section you can set permissions regarding the project configuration

Edit project tree

Allows the user to add, delete and edit folders and sub folders of a project

Configure project

Allows the user to add new projects and change the project configuration

Configure user assignments

Allows the user to assign users to his projects and see, edit and delete all users in his own projects and assign licenses

Configure sub template

Allows the user to configure the sub template of a project (in the rich client)

View all users

Allows the user to see all other users and create, edit or delete users and assign projects and licenses

Notifications

In this section you can set permissions regarding notifications

Configure & receive notifications

Allows the user to configure notifications and receive them

Mind Map

In this section you can set permissions regarding Mind Maps (in the rich client)

View Mind Map

Allows the user to see Mind Maps

Use Mind Map

Allows the user to edit and create Mind Maps

Attachments

In this section you can set permissions regarding attachments

View & open attachments

Allows the user to see attached files

Add attachments

Allows the user to add files

Delete attachments

Allows the user to delete attachments

Export and import

In this section you can set permissions regarding import & export of items

Export items

Allows to export items

Import items

Allows to import items

**Project Planner**

In this section you can set permissions regarding the project planner (in the rich client)

View items

Allows the user to see project plans

Report work

Allows the user to report work on items in the project plan

Create / edit / delete items

Allows the user to create / edit / delete items in the project plan

Show earned value analysis

Allows the user to see the earned value analysis of a project plan

**Dashboard**

In this section you can set permissions regarding the dashboard

View dashboard

Allows the user to see the dashboard

Edit dashboard

Allows the user to add new charts or change visible charts

Publish charts

Allows the user to save charts in the chart gallery

Edit public charts

Allows the user to change saved charts

**Agile**

In this section you can set permissions regarding Agile planning (in the rich client)

View agile board

Allows the user to see the agile board

Create and edit sprints

Allows the user to create new sprints and edit existing ones

Delete sprints

Allows the user to delete sprints

Sprint planning

Allows the user to access the sprint planning

**Reporting**

In this section you can set permissions regarding reporting

Base

In this section you can set permissions regarding basic reporting

Use reporting

Allows the user to see the report section

Manage existing report templates

Allows to import/export report templates as well as to configure properties

Create new report templates and edit layouts

Allows the user to create new reports and edit existing ones

Export

In this section you can set permissions regarding export reports

Export to PDF

Allows the user to export reports to PDF format

Export to HTML

Allows the user to export reports to HTML format

Export to MHT

Allows the user to export reports to MHT format

Export to RTF

Allows the user to export reports to RTF format

Export to XLS

Allows the user to export reports to XLS format

Export to XLSX

Allows the user to export reports to XLSX format

Export to CSV

Allows the user to export reports to CSV format

Export to Text File

Allows the user to export reports to Text File

Export to Image File

Allows the user to export reports to Image File

Export to DOC

Allows the user to export reports to DOC format

Export to DOCX

Allows the user to export reports to DOCX format

Export to ODT

Allows the user to export reports to ODT format

Sign exported reports (PDF)

Allows the user to sign reports which are exported as PDF

Editing roles

Assigned vs Owned

Permissions from license

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