Teams, roles and permissions
Invite people, control project access and understand what each role can do.
Workspace roles
| Role | Can |
|---|---|
| Admin | Everything: billing, connectors, all projects, members, settings |
| Member | Work in the projects they belong to |
In a personal workspace, you're the admin.
Project roles
| Role | Can |
|---|---|
| Project admin | Manage the project's members and settings, and do everything a member can |
| Member | Create and edit requirements, test cases, runs, bugs and so on |
| Viewer | See everything in the project, but change nothing (edit controls are hidden) |
Workspace admins can access every project. Others see only the projects they've been added to. Someone who opens a project they can't access can request access, and project admins are notified.
Inviting people
Team → Invite member sends an email invitation to your team workspace. When you invite someone as a member, choose the projects they should get and their role there; they have that access as soon as they sign in. Admins see every project, so they don't need project access.
To change access later, use Project settings → Members: add people, change their role or remove them. Project admins can do this for their project, and approve or decline access requests.
Groups (on the Team page) give several people access at once. Give a group access to projects, each with a role (member, viewer or project admin); everyone in the group gets that access, people you add to the group later get it too, and removing someone from the group removes it. Someone in several groups gets the highest role any of them grants. Access given to a person directly isn't changed by groups. In Project settings → Members, people with access through a group are marked via a group.
Reviews and approvals
Test plans and runs can be submitted for review. Reviewers get a notification and see the request in Focus. If Require approval before test runs is turned on in Project settings, runs need approval before they start.
Notifications
The bell in the top bar shows assignments, review requests and access requests. Slack notifications are available when Slack is connected (Integrations → Slack).