How do I invite a user to MaestroQA?

There are a few ways to access MaestroQA, and the most basic way to invite a user to MaestroQA is through User Accounts tab that is available within the User Roles page.


Who can invite users to MaestroQA?

In your common MaestroQA workflow, only MaestroQA Admins can grant access to MaestroQA. This is because only Admins have access to the User Accounts page.

Note: If you use other log in methods such as SSO/SAML, your login is managed by your team who manages your SSO/SAML solution.


Inviting Managers, Graders, and Admins to MaestroQA

Inviting users to MaestroQA

When inviting Mangers, Graders, and Admins, there are 3 fields to fill out:

  1. Invite Role: Here you choose the Maestro Role for the user invited

  2. Assign user a group: Group refers to Agent Groups, and access to tickets in Maestro is determined by what agent groups the user has access to.

  3. Email Address: This is the user's login email they will use to gain access to MaestroQA as well as be used to receive notifications.

Note: It is not possible to change the user account email after you invite them. If you are looking to change the login email, you will need to delete the User Account.


Inviting Agents to MaestroQA

Inviting Agents to Maestro

When inviting an Agent, there are 3 fields to fill out:

  1. Invite Role: Here you choose what Maestro Role to invite

  2. Link user to agent: Agents can only see tickets from the agent profile they are linked to. Here you select an individual agent profile to link the user to.

  3. Enter Email Address: This is the user's login email they will use to gain access to MaestroQA as well as be used to receive notifications.

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