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Test Manager user guide

Last updated Aug 25, 2025

Getting started

Prerequisites

Log into your Automation Suite organization as an administrator.

Licensing

To get started with Test Manager, you need at least the following license types:
  • The Test Manager platform license: This allows you to add the Test Manager service to your organization.
  • The Tester - Named User license: This allows you to open Test Manager and use it.

For more information about licenses and enabling them in your organization, visit Licensing Test Manager.

Enable Test Manager for your tenant

To use Test Manager, first you need to provision the Test Manager service to the tenant where you want to use it.

Visit Provisioning Services to check how to enable Test Manager in your tenant.

Allocate user licenses

After you enable Test Manager in your tenant, you have to allocate user licenses for users that need access to Test Manager.

To allocate Tester - Named User licenses:

  1. Navigate to the Admin, and go to Licenses.
  2. Go to the Users tab.
  3. In the View Licenses section, check how many Tester - Named User licenses are available for your organization.
  4. Depending on how you want to allocate licenses (for user or for a group of users), perform the following steps:
    • For users:
      1. Expand the License Allocations to Users section.
      2. For the desired user, select Edit license allocation.
      3. Select Tester - Named User.
      4. Select Save to confirm the license allocation.
    • For a group of users:
      1. Expand the License Allocations to Users section.
      2. For the desired group, select Edit group allocation rule.
      3. Select Tester - Named User.
      4. Select Save to confirm the license allocation.

Visit Allocating user licenses to learn how to allocate user licenses in your organization.

Important: Test Manager works with a provisioned service-level license at the organization level, while users need to have their licenses allocated. The license that you are going to allocate is going to be permanently assigned to your selected user.

Document test cases with Task Capture

UiPath® Task Capture is a process discovery tool that helps you document your test cases to avoid manually downloading the images and typing titles for each of the included actions.

Working in the background, the tool captures the performed steps, takes screenshots with every mouse click, and collects smart data about the process statistics (execution time, number of steps, text entries, etc.). You can edit and annotate each screenshot and add information for each step.

Based on the captured data, UiPath® Task Capture builds a comprehensive Process Definition Document (PDD) in a .ssp, .docx and .jpg (diagram image) format that can be easily uploaded to Test Manager.

For more information, see Task Capture Introduction.

Licensing Test Manager

For Test Manager to work, within the context of Test Suite™, you need the following license types:
  • Platform: offers Test Manager as a service within your organization.
  • Tester - Named User: allows a user to utilize Test Manager. Every individual user requires a separate license. For example, if your team has 10 users, each of them will require their own license, meaning you will need a total of 10 licenses.

Platform license

You need a Platform license to enable the Test Manager service within your organization.

To check if you have a Platform license that includes Test Manager:

  1. Navigate to the Admin tab.
  2. Select Licenses.
  3. Go to the Robots & services tab.

If you already have a Platform license, that includes Test Manager, then you can perform the following steps for enabling Test Manager in your organization and tenant:

  1. Navigate to the Admin tab.
  2. Select the tenant for which you want to enable Test Manager.
  3. Go to Services.
  4. Select Add Services and then select Test Manager.

Tester - Named User license

After you enable the Test Manager service on a tenant, you additionally need to allocate the Tester - Named User licenses to all users who should use Test Manager. The Tester - Named User license functionality can come bundled into other user licenses, such as the Automation Developer - Named User bundle, which allows you to create tests in Studio, and then manage them in Test Manager.

To allocate Tester - Named User licenses:

  1. Navigate to the Admin, and go to Licenses.
  2. Go to the Users tab.
  3. In the View Licenses section, check how many Tester - Named User licenses are available for your organization.
  4. Depending on how you want to allocate licenses (for user or for a group of users), perform the following steps:
    • For users:
      1. Expand the License Allocations to Users section.
      2. For the desired user, select Edit license allocation.
      3. Select Tester - Named User.
      4. Select Save to confirm the license allocation.
    • For a group of users:
      1. Expand the License Allocations to Users section.
      2. For the desired group, select Edit group allocation rule.
      3. Select Tester - Named User.
      4. Select Save to confirm the license allocation.

To manage your organization's licenses, visit Allocating user licenses.

  • Getting started
  • Prerequisites
  • Licensing
  • Enable Test Manager for your tenant
  • Allocate user licenses
  • Document test cases with Task Capture
  • Licensing Test Manager
  • Platform license
  • Tester - Named User license

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