Workspace Management: Roles

Roles are an important tool that allows you to define what your teammates can and cannot do in the Qase account. When defining a role, you can specify restrictions down to a very granular level, ensuring that those who need more control have it. In contrast, anybody who should have a limited scope and visibility is properly restricted.

By default, your Qase account comes preconfigured with three Roles already set up:

• Owner: an owner of the account, a person that registered the account initially, has full control of the account's features and can manage all aspects of the application.
• Admin: and administrative role in the account that is similar to the Owner.
• Member: a common role that grants access to all the basic Qase features; it is set as the Default role in your new account, which means that any new member that is being invited gets Member role restrictions assigned to them - but you can set a different User Role (except for Owner user role) to be a Default one at any time.

Create a new User Role

You are not limited to the pre-configured User Role. To create a new User Role, go to "Roles" in Workspace Management, and click "Create a new role":

In the creation menu, fill in the Role Settings:

• Role Title
• Role Description
• Set as default role - check the box to apply this User Role's settings to any new member joining the account.

The next block is dedicated to the Role access rights - this is where you will define which entities and which kinds of actions will be available to users granted with a User Role. Each entity can be fully restricted or fully allowed, as well as each action with an entity can be made available or unavailable.

• Entity: Projects
  • • Create / update: this rule allows to create new projects and update their settings.
    • Remove: this rule allows to delete projects.
    • Access Control: this rule allows to manage access to the project, adding or removing members.
    • Import: this rule allows to import test cases from various sources.
    • Export: this rule allows to export test cases.
• Entity: Project Integrations
  • • View: this rule allows to view a list of installed and available integrations.
    • Add / update: this rule allows to add new integrations to project or update their settings.
    • Remove: this rule allows to remove installed integrations.
• Entity: Test Cases
  • • Repository: this rule allows to view test cases in test case repository
    • Create/ update: this rule allows to create or update test cases in the test case repository.
    • Remove: this rule allows to delete test cases.
    • Change sort order: this rule allows to drag-n-drop test cases on the repository page.
    • Approve / decline: this rule allows to approve or decline test case changes during the review process.
    • Rollback: this rule allows to undo changes done to test cases.
• Entity: Test Suites
  • • Create / update: this rule allows to create or update test suites.
    • Remove: this rule allows to delete the test suite and move its content to another suite
    • Change suite position: this rule allows to drag-n-drop test suites on the repository page.
• Entity: Test reviews
  • • View: this rule allows to view a list of existing reviews.
• Entity: Milestones
  • • View: this rule allows to view a list of existing milestones.
    • Create / update: this rule allows to create or update milestones.
    • Remove: this rule allows to delete milestones.
• Entity: Shared Steps
  • • View: this rule allows to view a list of existing shared steps.
    • Create / update: this rule allows to create or update shared steps.
    • Remove: this rule allows to delete shared steps.
• Entity: Test Plans
  • • View: this rule allows to view a list of existing test plans.
    • Create / update: this rule allows to create or update test plans.
    • Remove: this rule allows to delete test plans.
• Entity: Test Runs
  • • View: this rule allows to view a list of existing test runs.
    • Create / update: this rule allows to create or update test runs.
    • Submit results: this rule allows to submit results in a run.
    • Assign: this rule allows to set assignees.
    • Remove: this rule allows to delete test runs.
    • Synchronize: this rule allows to sync test case in a run with the test case in the repository.
    • Manage configurations: this rule allows to create, update or delete configurations.
• Entity: Defects
  • • View: this rule allows to view a list of existing defects.
    • Create/update: this rule allows to create or update defects.
    • Resolve: this rule allows to resolve open defects.
    • Remove: this rule allows to delete defects.
• Entity: Webhooks
  • • View: this rule allows to view a list of existing webhooks.
    • Create / update: this rule allows to create or update webhooks.
    • Remove: this rule allows to delete webhooks.
• Entity: Workspace
  • • Update settings: this rule allows to update team settings.
    • Invite: this rule allows to invite new members to the team.
    • Activate/deactivate: this rule allows to activate or deactivate team members.
    • Workspace user update: this rule allows to change team member details and roles.
• Entity: Team Groups
  • • View: this rule allows to view a list of existing groups.
    • Create / update: this rule allows to create or update team groups. It also allows to add or remove team members from groups.
    • Remove: this rule allows to delete team groups.
• Entity: Team Roles
  • • View: this rule allows to view a list of existing roles.
    • Create / update: this rule allows to create or update team roles.
    • Remove: this rule allows to delete team roles.
• Entity: Environments
  • • Create / update: this rule allows to create or update environments.
    • Remove: this rule allows to delete environments.
• Entity: Custom Fields
  • • View: this rule allows to view a list of existing fields.
    • Create / update: this rule allows to create or update custom fields.
    • Remove: this rule allows to delete custom fields.
• Entity: Tags
  • • Create: this rule allows to create tags on the fly
    • View: this rule allows to view a list of existing tags in the workspace
    • Delete: this rule allows to delete tags from the workspace
• Entity: Attachments
  • • View: this rule allows to view a list of existing attachments.
    • Remove: this rule allows to delete attachments.
• Entity: Billing
  • • Manage: this rule grants all access to the billing section and allows to manage subscriptions, payment methods, and billing details.
• Entity: Requirements
  • • View: this rule allows to view existing requirements
    • Create/update: this rule allows to create or update requirements
    • Remove: this rule allows to delete requirements
• Entity: Dashboards
  • • View: this rule allows to view existing dashboards
      
    • Create: this rule allows to create dashboards
    • Update: this rule allows to update any dashboards
    • Remove: this rule allows to delete any dashboards
• Entity: Security
  • • SSO: this rule allows to configure Single Sign-On