User Role Management

TESTaide allows for user to be given a role with which they get access to system features that do not pertain to projects.

For more information about roles, please refer to Global Permissions.

Providing a role to a user

After having created a user, if you want to provide the user with a role

  1. Click the '⚙ Settings' button in the header.

  2. Select the ‘User Permission' menu on the sidebar.

  3. On the user permissions page, click the ‘Add Permission’ button on the top right.

  4. On the ‘Add Permission’ pop-up window, select the user and desired role and click the ‘Save’ button at the bottom of the window.

A user is not able to have more than one role, if you would rather change the role of a user, see the Edit Permissions section.

Modifying a role of a user

If a user already has a role, you are able to modify the role by…

  1. From the list of users, click the '✎' from the Action column on the user you want to edit the permissions for.

  2. On the ‘Edit Permission’ pop-up window, edit the permission.

    1. Note that the User field cannot be changed.

  3. Click the ‘Save’ button at the bottom to save the changes.

Delete a role from a user

You can also delete the role of a user by…

  1. From the list of users, click the '🗑' from the Action column on the user you want to remove.

  2. When the deletion confirmation pop-up window appears, click the 'OK' button to complete the deletion.

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