Test Manager user guide

User and group access management

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• Tenant - these roles are relevant at tenant level.
• Project - these roles are relevant at project level.

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

Assign Users and Groups​

• Assign tenant-specific roles to users and groups.
• Assign users and groups to testing projects.
• Assign project-specific roles to users and groups.

Assigning tenant roles to users and groups​

1. Open Test Manager.

2. Select Settings in the header.

3. Go to the Role Assignments tab.

4. Select Assign users/groups.

5. Enter a user or group in the form field. For example, you can assign roles to the Everyone group.

6. Select the tenant user roles that you want to assign. You can choose from:

   • Project Creator
   • Administrator

7. Select Add to confirm your action. The tenant roles are now assigned to the users and groups.

   

Assigning users and groups to projects​

1. Open Test Manager.

2. Open a project.

3. Navigate to Project Settings > Manage Access.

4. Select Assign users/groups.

5. Enter a user or group in the form field. For example, you can assign access to the Everyone group.

6. Press Enter to add the user/group. You can add multiple users and groups at once.

7. Click Add to confirm your action. The users and groups are assigned to the project.

   

Assigning project roles to users and groups​

1. Open Test Manager.
2. Open a project.
3. Navigate to Project Settings > Manage Access.
4. Select 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 the user roles that you want to assign. The roles that you can choose from are the pre-defined roles, and the custom roles that you may have created.
7. Select Add to confirm your action. The selected roles are assigned to the specified users and groups.
   Note:

   Any user or group can be assigned or unassigned the Project Owner role. Ensure that each project has at least one user or group with the Project Owner role.

Edit Individual User 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.

Behavior of unlicensed users​

• Open the project.
• Review and navigate through test objects, such as:
  • Requirements
  • Test Cases
  • Test Sets
• Go to the Execution tab and view the list of grouped executions by Test Set.
  Note:

  Users who don't have a Tester - Named User license cannot open a test execution and view its details.

Creating custom roles​

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:

6. Select Create. The Role created successfully message appears.

Editing custom roles​

1. Select Settings in the Test Manager header.
2. In the Manage roles tab, 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 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.