This document provides step-by-step instructions on adding and removing users to and from existing projects on the TESTaide application.
User management requires the correct permissions, such as Project Manager. For more information, please refer to the Global Permissions guide.
Adding a new user to the project
To add a user in the project, follow these steps:
On the TESTaide homepage, select the project you wish to add a new user to.
On the left-hand navigation menu, click the 'Project Settings' option to show further options.
From the drop-down menu that appears, click on the ‘User management’ option which will redirect you to the project user management page.
On the management page, click on the' Add User' button available on the top-right of the page.
On the ‘Add User’ pop-up window, enter the required information. For more details, check the table below!
Click the ‘Save’ button at the bottom to complete adding a user to the project.
Field | Value | Description |
|---|---|---|
Role | View Project | This role allows the user to simply view the project and do nothing else. |
TC Execute | This role allows the user to solely execute already existing test cases. | |
Create Plan/TC ... | This role allows the user to handle basic project management in addition to the above mentioned commands. Basic project management includes features such as creating test cases, test plans, and test suites. | |
Project Admin | This role allows the user to manage all different features of the projects they are assigned to, including creating projects. | |
User | The user to be provided with selected role. |
For more information about roles and their features, please refer to the Global Permissions guide.
Removing a user from a project
To remove a user from a selected project, follow these steps:
On the TESTaide homepage, select the project you wish to remove a user from.
On the left-hand navigation menu, click the 'Project Settings' option to show further options.
From the drop-down menu that appears, click on the ‘User management’ option which will redirect you to the project user management page.
On the user management page, from the list of user associated to this project, click the ‘Remove’ icon besides the user that you want to be removed from the project.
When the deletion confirmation pop-up window appears, click the 'OK' button to completely remove a user from the project.