test-suite
2023.4
false
Test Suite User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Aug 13, 2024

User and Group Access Management

Manage access to Test Manager by assigning users and groups to your projects.

Conditions

  • The Administrator is set by default as Project owner on all projects. This role is independent of any role assignment.
  • Access to Test Manager privileges is granted only by the Administrators or the Project owner, by assigning users and roles to the project.
  • You can transfer project ownership to another user only if you are an Administrator or a Project owner.
  • Users that are signed in cannot be removed until they sign out.

User roles and privileges

Test Manager supports multiple roles: Project owner, Test Manager,Manual Tester,Test Designer,Test Executor,Read Only. The following table lists the privileges of each role.

Privileges

Admin/Project owner

Test Manager

Test Designer

Test Executor

Manual Tester

Read Only

available

not available

not available

not available

not available

not available

Create and view projects (Read)

available

available

available

available

available

available

available

not available

not available

not available

not available

not available

Access to project settings

available

not available

not available

not available

not available

not available

available

available

available

available

available

available

available

not available

not available

not available

not available

not available

available

available

available

available

available

available

available

available

available

not available

not available

not available

Assign requirements to test cases

available

available

available

not available

not available

not available

available

available

available

available

available

available

available

available

available

not available

not available

not available

available

available

available

not available

not available

not available

available

available

available

not available

not available

not available

available

available

available

not available

not available

not available

available

not available

not available

not available

not available

not available

Create, update and delete label

available

available

available

not available

not available

not available

available

available

available

not available

not available

not available

available

available

available

not available

not available

not available

available

available

available

available

available

available

available

available

available

not available

not available

not available

available

available

not available

not available

available

not available

available

available

not available

available

not available

not available

available

available

available

not available

not available

not available

available

available

available

available

available

available

available

available

not available

not available

not available

not available

available

available

available

available

available

not available

Re-execute test executionsnot availableavailablenot availableavailableavailablenot available
Create custom user rolesavailablenot availablenot availablenot availablenot availablenot available

Enable access management

Note: Required for legacy projects only. New projects have access management enabled by default.

To manage users and groups, you need to enable access management in your Test Manager project. Open Test Manager and navigate to Project Settings > Manage access, open a project, click Enable now, and then confirm your action. Now you can start assigning users and groups to your organization's projects.



Manage user and group access

Note: If you have a legacy project, you might need to enable access management, to start assigning users and groups to your project.

Assign Users and Groups

  1. Open Test Manager.
  2. Open a project.
  3. Navigate to Project Settings > Manage Access.
  4. Click Assign users/groups.
  5. Enter a user or group in the form field. For example, you can assign access to the Everyone group.
  6. Select User roles.
  7. Press Enter to add the user/group. You can add multiple users and groups at once.
  8. Click Add to confirm your action. The users and groups are now assigned to the project.


Transfer Project Ownership

As Project owner, you can transfer this role to another user. The new user can grant Test Manager access to users and groups, and perform administrative tasks.

  1. Open Test Manager.
  2. Open a project.
  3. Navigate to Project Settings > Manage Access.
  4. Find the user to which you want to transfer project ownership and click the vertical ellipsis.
  5. Select Transfer ownership in the dropdown list.
  6. Confirm your action. Project ownership is now transferred to the new user.

Edit Individual User and Groups

You can edit roles or remove users and groups.

  1. Open Test Manager.
  2. Open a project.
  3. Navigate to Project Settings > Manage Access.
  4. Find the user or group that you want to edit and click the vertical ellipsis.

    4.1 Select Edit roles to change the roles.

    4.2 Select Remove user or Remove group to remove users or groups.

  5. Confirm your action.

To perform a bulk operation, see Removing users and groups.

Related articles

Custom user roles

Creating custom user roles

Create custom user roles to reflect your authorization needs. User roles created and assigned in Test Manager are separated from the ones configured in Orchestrator.
  1. Select Manage Roles in the Test Manager header.
    The Manage roles page opens.
    docs image
  2. Configure the Role name and Description
  3. Select the desired permissions for each test object:
    All Test Manager users have Read permissions for all test objects selected by default, and you can't deselect it.
    docs image
  4. Select the tasks this user role is allowed to perform:
    Task Permissions
    Manual executionAllow user to perform manual execution for test cases and test sets.
    Automated executionAllow user to perform automated execution for test cases and test sets.
    Create and unlink defectsAllow user to create and unlink defects.
    docs image
  5. Select Create.
    The Role created succesfully message appears.

Editing custom user roles

Edit custom user roles to reflect your authorization needs:
  1. Select Manage Roles in the Test Manager header.
    The Manage roles page opens.
    docs image
  2. Select docs image for the user role that you want to edit, and then select one of the following actions:
    • Edit role - This opens the Edit role panel and you can edit the name, description and permissions.
    • Clone - This opens the Clone role panel and you can edit the clone of the role that you're creating.
  3. Select Save to record your changes.

Deleting custom user roles

  1. Select Manage Roles in the Test Manager header.
    The Manage roles page opens.
  2. Select one or more custom user roles, and then select Delete
    docs image
  3. In the Confirm dialog, select Delete.
    docs image

    When you delete a custom user role, it won't be assigned to any user anymore.

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