- Getting started
- Project management
- Project operations and utilities
- Test Manager settings
- Users and Groups
- Custom Fields
- Application Settings
- Telemetry
- ALM tool integration
- API integration
Test Manager user guide
As an Organization Administrator, you can manage user and group access to Test Manager projects. This role is independent of any role assignment.
- Organization Administrator is set by default as Project owner on all projects.
- Access to Test Manager privileges is granted only by the Organization Administrator 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 Organization Administrator or a Project owner.
- Users that are signed in cannot be removed until they sign out.
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.
- 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
To manage the actions that a user or group can perform at a tenant level in terms of testing projects, you can assign tenant-specific roles to a user or group.
- Open Test Manager.
- Select Settings in the header.
- Go to the Role Assignments tab.
- Select Assign users/groups.
- Enter a user or group in the form field. For example, you can assign roles to the Everyone group.
- Select the tenant user roles that you want to assign. You can choose
from:
- Project Creator
- Administrator
- Select Add to confirm your
action.
The tenant roles are now assigned to the users and groups.
Assigning users and groups to projects
To grant users and groups read-only access to a project, you can assign them to a project, without assigning other project-specific roles to users and groups.
- Open Test Manager.
- Open a project.
- Navigate to Project Settings > Manage Access.
- Select Assign users/groups.
- Enter a user or group in the form field. For example, you can assign access to the Everyone group.
- Press Enter to add the user/group. You can add multiple users and groups at once.
- Click Add to confirm your
action. The users and groups are assigned to the project.
Assigning project roles to users and groups
To manage the actions that a user or group can perform inside a testing project, you can assign project-specific roles to users and groups. Visit Users and Groups to see the permissions for each project role.
- Open Test Manager.
- Open a project.
- Navigate to Project Settings > Manage Access.
- Select Assign users/groups.
- Enter a user or group in the form field. For example, you can assign access to the Everyone group.
- 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.
- 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.Figure 1. Pre-defined and custom roles that you can assign to users and groups at project level
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.
- Open Test Manager.
- Open a project.
- Navigate to Project Settings > Manage Access.
- Find the user to which you want to transfer project ownership and click the vertical ellipsis.
- Select Transfer ownership in the dropdown list.
- Confirm your action. Project ownership is now transferred to the new user.
- Sign in to Test Manager.
- Open a project.
- Navigate to Project Settings > Manage Access.
- Find the user or group that you want to remove and click the vertical ellipsis.
- Select Remove user or Remove group in the dropdown list.
- Confirm your action.
To perform a bulk operation, see Removing users and groups.
Troubleshooting Access Management
Users that have been disabled receive the following message:
To solve this issue, the user can request access, followed by approval by the Test Manager administrator.
- 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.
