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
Update, and delete projects (Read, Edit, Delete)
Create and view projects (Read)
Assign users and groups to projects
Access to project settings
Dashboard and reports
Create, update and delete integration connections
View requirements
Create, update, and delete requirements (Create, Read, Edit, Delete)
Assign requirements to test cases
View test cases (Read)
Create, update and delete test cases (Create, Read, Edit, Delete)
Add test step to test case
Link automation from Studio to test case
Create, update and delete documents (attached files)
Create, update and delete custom fields
Create, update and delete label
Document with Task Capture
Assign test cases to test sets
View test sets (Read)
Create, update and delete test tests (Create, Read, Edit, Delete)
Execute manual tests
Execute automated tests
Link test set from Orchestrator
View test results (Read)
Update and delete test results (Create, Read, Edit, Delete)
Create defects
Re-execute test executions
Create custom user roles

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

Who can create projects

Custom user roles

Creating custom user roles

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

1. Select Manage Roles in the Test Manager header.
   The Manage roles page opens.
   
2. Configure the Role name and Description
3. 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.
   
4. Select the tasks this user role is allowed to perform:

   Task Permissions
   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.

   
5. Select Create.
   The Role created succesfully message appears.

Editing custom user roles

Edit custom user roles to reflect your authorization needs:

1. Select Manage Roles in the Test Manager header.
   The Manage roles page opens.
   
2. Select 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 user roles

1. Select Manage Roles in the Test Manager header.
   The Manage roles page opens.
2. Select one or more custom user roles, and then select Delete
   
3. In the Confirm dialog, select Delete.
   

   When you delete a custom user role, it won't be assigned to any user anymore.