How it works
- QA Lead
- QA Engineer
- Product Owner
- Read-only Viewer
- Test Manager
User types
Separately from roles, every user has a user type that sets their top-level access tier:
User type is set when inviting a user. Roles then layer on top to fine-tune permissions within that tier.
Creating a role
- From the left sidebar, click Roles & Permissions
- Click Create Role
- Enter a Role Name (minimum 2 characters)
- Click Save
Assigning permissions to a role
After creating a role (or clicking Permissions from the roles list), you’ll see all available permissions grouped by module.Permission modules
Permissions are organised across these functional areas:Actions per module
Each module offers a subset of these actions:To assign permissions
- On the Permissions screen, check the boxes for each action you want this role to have
- Use the module headers to quickly identify areas
- Click Save Permissions
Managing roles
From the Roles list you can:Assigning a role to a user
Roles are assigned during user creation or can be updated when editing an existing user. See Inviting Users for the full workflow.What’s next?
Inviting Users
Add team members and assign roles
Creating a Project
Set up projects and assign your team