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Accounts

The Accounts feature within the Administration module acts as a key organizational layer, enabling structured management across different departments or business units within an organization.

Key Benefits and Use Cases​

  • Divisional Structuring: Accounts can be used to represent different divisions such as QA, Business, or BI Reporting. Each account functions independently, maintaining its own standards, rules, and workflows.
  • Logical Separation: Workspaces, folders, and elements within each account are logically isolated, allowing teams to operate with autonomy and without interference from other divisions.
  • Centralized Access with Scoped Visibility: All users access iceDQ via a single unified entry point. However, based on assigned accounts, users are directed to the appropriate context, ensuring clear and scoped access.
  • Protection Against Unintended Changes: The account-level separation minimizes the risk of accidental changes or deletions by isolating each division's data and configurations from others.

The use of Accounts in iceDQ's Administration Module not only enhances organizational efficiency but also minimizes the risk of inadvertent disruptions across various divisions, promoting a structured and secure working environment.

How To: Create an Account​

  1. Navigate to the Administration module.
  2. Select the Accounts tab to create a new account.
  3. Click New Account.
  4. Configure a new account:
    1. Account Name: Enter a unique name for the account.
    2. Description (Optional): Provide a brief description of the account, if needed.
  5. Click on Save to create the account.
Important

Only an Application Admin can create or delete an account.

How To: Assign Users/Groups to an Account​

  1. Navigate to the Administration module.
  2. Select the Accounts tab.
  3. Click on the name of the account to which users or groups need to be assigned.
  4. From the Users/Groups subsection, click on Assign.
  5. In the Role Assignment window, select the Role for the user or group.
  6. From the Assign access to dropdown, select either User or Group, depending on whether access should be granted to an individual user or an entire group.
  7. From the Select User or Select Group dropdown, choose the specific user or group to whom the access should be granted.
  8. Click on Assign.

This adds the user or group to the account and grants the appropriate access privileges based on the selected role.

How To: Revoke Users/Groups from an Account​

  1. Navigate to the Account from which users or groups need to be deleted.
  2. Select the checkbox next to the users or groups in the Users/Groups side tab.
  3. Click on Delete in the Users/Groups side tab to remove the users or groups from the Account.

How To: Assign Workspaces to an Account​

  1. Navigate to the Administration module.
  2. Select the Accounts tab.
  3. Click on the name of the account to which Workspaces need to be assigned.
  4. From the Workspaces sub section, click on Assign.
  5. Enter the name of the workspace that needs to be assigned.
  6. Provide a brief description of the account, if needed. This is optional.
  7. Click on Assign.
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