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User and Group Access Management - Automation Cloud latest
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Last updated Feb 27, 2024

User and Group Access Management

Access management is handled by the Test Manager Administrator that can assign tenant roles to users and groups, as well as create custom project roles, and Project Owners that can assign project roles to users and groups.

In Test Manager, there are two types of roles available:
  • Tenant - these roles are relevant at tenant level.
  • Project - these roles are relevant at project level.

Conditions

Important:

To assign users and groups to projects, first you need to provision the Test Manager service to the tenant where you want to use it. Secondly, you need to allocate licenses for your users.

For more information, see Enabling Test Manager in Automation Cloud.

  • Users that are signed in cannot be removed until they sign out.

Tenant roles

Tenant roles define the actions that a user or group can perform in the target tenant, regardless of the project roles they have assigned. These roles involve the ability of creating projects, creating custom roles, and assigning roles to users or groups.

The table below shows the available tenant roles and their corresponding descriptions.

Tenant roleDescription
AdministratorA Test Manager administrator can perform the following actions:
  • Assign tenant roles to users and groups.
  • Unassign tenant roles from users and groups.
  • Create projects.
  • Create custom project roles
Project CreatorA Project Creator can create testing projects.

If you want non-administrator users to create projects without granting them administrator privileges, you can assign them only the Project Creator tenant role.

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 roles

Creating custom roles

Create custom roles to reflect your authorization needs. Roles created and assigned in Test Manager are separated from the ones configured in Orchestrator.
  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:
    All Test Manager users have Read permissions for all test objects selected by default, and you can't deselect it.
    docs image
  5. Select the tasks this 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
  6. Select Create.
    The Role created succesfully message appears.


Editing custom roles

Edit custom user roles to reflect your authorization needs:
  1. Select Settings in the Test Manager header.
  2. In the Manage roles tab, 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 roles

  1. Select Settings in the Test Manager header.
  2. In the Manage roles tab, select one or more custom user roles, and then select Delete.
  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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