Overview

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

Conditions

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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.

• 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

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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.

Enable access management

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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

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Note

If you have a legacy project, you might 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 in Automation Cloud.
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

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Who can create projects