test-suite
2022.10
false
Test Suite User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Jul 15, 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

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

To assign users and groups, you can perform the following actions:
  • Assign tenant-specific roles to users and groups.
  • Assign users and groups to testing projects.
  • Assign project-specific roles to users and groups.

Assigning tenant roles to users and groups

To manage the actions that a user or group can perform at a tenant level in terms of testing projects, you can assign tenant-specific roles to a user or group.

  1. Open Test Manager.
  2. Select Settings in the header.
  3. Go to the Role Assignments tab.
  4. Select Assign users/groups.
  5. Enter a user or group in the form field. For example, you can assign roles to the Everyone group.
  6. Select the tenant user roles that you want to assign. You can choose from:
    • Project Creator
    • Administrator
  7. Select Add to confirm your action.

    The tenant roles are now assigned to the users and groups.

    docs image

Assigning users and groups to projects

To grant users and groups read-only access to a project, you can assign them to a project, without assigning other project-specific roles to users and groups.

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

Assigning project roles to users and groups

To manage the actions that a user or group can perform inside a testing project, you can assign project-specific roles to users and groups. Visit User and Group Access Management to see the permissions for each project role.

  1. Open Test Manager.
  2. Open a project.
  3. Navigate to Project Settings > Manage Access.
  4. Select 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 the user roles that you want to assign.
  7. Select Add to confirm your action.

    The selected roles are assigned to the specified users and groups.

    docs image

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.

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