Team Members Management

Overview

The Team Members section enables you to invite, manage, and assign users to teams or projects, ensuring seamless collaboration and secure role-based access.

Users Key Features

Invite New Users

1. Navigate to the Team Members section and click Invite User
2. Enter the user’s email address, assign their role (e.g., Admin, Manager, Editor, Tester, Reporter), and choose their team or project
3. The invitee will receive an email to join the platform and set up their profile

Manage Existing Users:

• View a complete list of team members with their roles and assigned projects
• Use search and filter options to quickly locate team members by name, role, or team
• Update user information or modify roles and permissions to reflect changes in responsibilities

Remove Users:

• Revoke a user’s access by removing them from the system or unassigning them from teams/projects. This ensures sensitive data stays protected

Teams and Projects

Assign to Teams

• Select a user and assign them to specific teams based on functional groups, roles, or workflows
• This helps structure collaboration and ensure the right users have access to the right resources

Assign to Projects

• Add users to relevant projects, granting them access to associated test cases, runs, and issue logs
• Users can belong to multiple projects for enhanced collaboration across teams