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Users & Role Management

When a user is added in Testsigma, they can be assigned various roles. This document covers how to add users and assign them different roles and accesses within Testsigma.

Roles in Testsigma

Section titled “Roles in Testsigma”

Below are the six roles that can be assigned to a project member in Testsigma:

  1. Super Administrator: A user in a ‘Super Administrator’ role will have complete control over the Testsigma project but will be restricted from viewing Account or Billing-related information.

  2. Test Manager: A user in the role of ‘Test Manager’ will be able to manage multiple projects - including assigning users to the projects, adding applications, versions in each project.

  3. Test Lead: A user in the role of ‘Test Lead’ will be able to manage everything in the assigned project - including adding applications, versions in that project.

  4. Automation Engineer/Developer: A user in the role of ‘Automation Engineer/Developer’ can write, view, update test cases, and everything required to write test cases like test data profiles, Elements, custom functions, etc.

  5. Account Administrator: A user in the role of ‘Account Administrator’ has all the rights as a Super Administrator. In addition, they will also have access to billing-related information for that particular account.

  6. Read Only: A user in the role of ‘Read Only’ will be able to view the contents of your project without making any modifications.

Edit Users to Assign New Roles

Section titled “Edit Users to Assign New Roles”

  1. Navigate to Settings > Users. Settings

  2. Hover over the user and click the kebab menu. Kebab Menu

  3. Click Edit User Role. Edit User

  4. On Edit User Role / Assign Projects prompt, select roles and click Update. Edit User Roles

Assign Roles to Users from Project Settings

Section titled “Assign Roles to Users from Project Settings”

  1. Navigate to Project > Project Settings, click on Project Members. Project Members

  2. Click Invite. Invite

  3. On Invite New Member dialog, enter Email and select the Role you want to assign. Email & Role

  4. Click Invite. New User

The invited user should receive an invitation email. They will need to join via the link sent in the email. Once they have joined they should be able to work on the project according to the role assigned to them.

Delete Users From a Project

Section titled “Delete Users From a Project”

If you’re the super administrator of the project, you can delete users.

  1. Navigate to Project > Project Settings, click Project Members. Project Members

  2. Hover over the user you want to delete and click Delete. Delete

  3. On Delete Member dialog, enter DELETE and click Delete. Delete

Alternatively, you can also delete user from global settings by navigating to Settings > Users.

Invite a Read Only User

Section titled “Invite a Read Only User”

  1. From the left navigation bar, go to Settings > Users. Users

  2. On the Users details page, click Add new user in the top-right corner of the screen. Add new User

  3. In the Add New User dialog, enter the email address of the user in the Email field. Email

  4. Select the Read Only checkbox to assign Read Only access to the user. Read Only

  5. Click Send Invite. Send Invite

A confirmation message Invite sent successfully appears, and the invited user is listed under the Users page with the status Invited. The user will receive an email invitation to join the workspace with Read Only access.