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
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- 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.
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- Entity: Project Integrations
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- 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.
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- Entity: Test Cases
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- 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.
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- Entity: Test Suites
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- 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.
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- Entity: Test reviews
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- View: this rule allows to view a list of existing reviews.
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- Entity: Milestones
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- 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.
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- Entity: Shared Steps
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- 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.
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- Entity: Test Plans
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- 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.
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- Entity: Test Runs
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- 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.
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- Entity: Defects
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- 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.
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- Entity: Webhooks
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- 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.
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- Entity: Workspace
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- 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.
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- Entity: Team Groups
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- 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.
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- Entity: Team Roles
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- 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.
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- Entity: Environments
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- Create / update: this rule allows to create or update environments.
- Remove: this rule allows to delete environments.
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- Entity: Custom Fields
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- 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.
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- Entity: Tags
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- 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
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- Entity: Attachments
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- View: this rule allows to view a list of existing attachments.
- Remove: this rule allows to delete attachments.
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- Entity: Billing
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- Manage: this rule grants all access to the billing section and allows to manage subscriptions, payment methods, and billing details.
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- Entity: Requirements
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- 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
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- Entity: Dashboards
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- 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
- View: this rule allows to view existing dashboards
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- Entity: Security
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- SSO: this rule allows to configure Single Sign-On
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