Creating custom roles

Create a custom role in Test Manager with specific permissions and task-level access to reflect your authorization needs.

Create custom roles to reflect your authorization needs. Roles created and assigned in Test Manager are separated from the ones configured in Orchestrator.

Context

The following task permissions are available for a custom role:

Task Permissions	Description
Manual execution	Allow user to perform manual execution for test cases and test sets.
Automated execution	Allow user to perform automated execution for test cases and test sets.
Create and unlink defects	Allow user to create and unlink defects.
Change test case executions assignments	Allow user to assign and unassign manual test case executions
View live stream of automated executions	Allow user to view the live stream video of an automated test execution.
Remotely control live stream of automated executions	Allow user to remotely control the live stream of an automated test execution.

Prerequisites

• You are a Project owner. Only Project owners can create custom Test Manager roles.

Steps

1. Select Settings in the Test Manager header.

2. In the Manage roles tab, select Create role.

3. Give a name and a description for the custom role.

4. Select the desired permissions for each test object:

   

   Note:

   All Test Manager users have Read permissions for all test objects selected by default, and you can't deselect it. (For Cloud Commercial only) The only exception to this rule is Autopilot prompt. Select Read permissions for it, if needed.

5. Select the tasks this role is allowed to perform, from the task permissions listed in the Context.

6. Select Create.

Result

Test Manager creates the custom role with the permissions and task-level access you selected, and a confirmation message appears.