Overview - User Management

The Administration interface provides access to all operations for managing Polarion ALM user accounts and permissions. If you have global (repository-scope) administrator permissions you can access all user accounts in the Polarion system. If you have project-scope administrator permissions you can access user accounts for users who are assigned to the project(s) for which you are assigned a project administrator role .

The User Management topic in the Navigation panel provides access to the following user management functions:

Users and projects

When you are first beginning to use Polarion, the process of creating user accounts and projects may seem a bit like the old chicken or the egg question - which comes first?

When you create a new project, you have the possibility to specify a user as the project lead. But if you haven't created user accounts yet, you'll need to come back to the project to specify this. When you create a user account manually — that is, not automatically via LDAP or by configuring Polarion to let users self-create accounts — you have the possibility to specify what projects the user can access. If you haven't yet defined any projects, you have to return to the user account to assign projects after they have been in the system.

For a new Polarion system, you will probably create more user accounts than Projects initially, so an efficient approach is to define projects first, and then create user accounts, assigning each user to one or more projects in the process. Just remember to go back and specify a project leader for each project.