Introduction

Qualer Identity serves as the central access management portal for all Qualer applications. This guide will walk you through managing your organization's users, groups, access control, and identity provider configuration.


Access Structure

Access in Qualer Identity follows a hierarchical structure:

  1. Applications are linked to security groups
  2. Users are assigned to security groups

Both assignments are necessary to access installed applications.


Navigation

1. Installed Applications

Purpose: Link applications to security groups

Key Functions:

  • View all installed Qualer applications
  • Manage which security groups can access each application

How to Grant a Group access to an Application:

  1. Find the application under "Installed Applications" tab.
  2. Click the "Enter the group name" dropdown to search or select the security group.
  3. Select the appropriate security groups for access. Changes are applied immediately.

How to Remove Group access to an Installed Application:

  1. Find the application under "Installed Applications" tab.
  2. Click the red "x" to the right of the group. Changes are applied immediately.


2. Users

Purpose: Manage user accounts and group assignments

Key Functions:

  • Create new user accounts
  • Assign users to security groups
  • Manage existing user access
  • Bulk import users (via settings cog on the home (Organization/Company) screen)

Adding Users:

  1. Click "Add user"
  2. Enter user details
  3. Save changes
  4. Select appropriate groups on the list view


3. Groups

Purpose: Create and manage security groups

Key Functions:

  • Create new security groups
  • View group members

Creating Groups:

Best Practice: Create groups based on roles (e.g., "Administrators", "Technicians")

  1. At the bottom of all groups, please enter a group name and click on the"+" icon on the right to create the group.

Please note, groups created in Identity will have a unique identifier shown within Qualer Web under Administration -> Configuration -> Security Groups.

This screen will also allow you to synchronize the group manually with the "Sync" and "Sync all" buttons.
These groups can be assigned to specific sites and roles from Qualer Web Administration.


4. Identity Providers

Purpose: Manage SSO and authentication methods

Features:

  • View/install identity providers
  • Run manual user/group synchronizations
  • Monitor connection status

Note: Contact support for provider configuration changes and documentation


5. Security Settings

Purpose: Manage authentication and password policies


Available Configurations:

  • Password Expiration
  • Login Session Timeout
  • Maximum Failed Attempts
  • Minimum Password Length
  • Auto Login Settings
  • Password Complexity Requirements:
    • Less Secure - can include any combination of lower-case letters, upper-case letters, numbers and symbols
    • More Secure - must include any 2 of lower-case letters, upper-case letters, numbers and symbols 
    • Very Secure - must include any 3 of lower-case letters, upper-case letters, numbers and symbols
    • Paranoid - must include all 4 types of symbols: lower-case letters, upper-case letters, numbers and symbols

6. Sign-in Logs

Purpose: Monitor authentication activity

Features:

  • Filter by date and time
  • View login attempts
  • Monitor IP addresses
  • Track access patterns
  • Review authentication status

Common Tasks

Setting Up New Employee Access

  1. Create user account (Users tab)
  2. Assign to appropriate groups
  3. Verify application access (make sure group is assigned to application)
  4. Verify sites/roles/permissions assigned to the group in Qualer Web
  5. Test login

Modifying Access

  1. Locate user in Users tab
  2. Adjust group memberships
  3. Verify new access

Removing Access

  1. Find user account
  2. Remove from groups or lock account
  3. Verify access removal

Best Practices

  • Regularly audit user access
  • Maintain clear group naming conventions
  • Remove access promptly for departed employees
  • Review sign-in logs periodically
  • Document group structures and purposes

Security Recommendations

  • Use strong password policies
  • Enable appropriate session timeouts
  • Monitor failed login attempts
  • Regular access reviews
  • Maintain audit logs

Need Help?

Contact Support for:

  • Application installation requests
  • Identity provider configuration
  • Security setting modifications
  • Access management assistance
  • Bulk user management

Submit a support ticket for assistance.


Remember: Proper access management is crucial for organizational security. When in doubt about any configurations or changes, contact Qualer support.