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Permission Management Tables

Hereunder are the permission management tables by workspace and by profile:

Requirement Workspace

Administrator (Role) Project leader Test referee Test designer Advanced tester Test runner Validator Guest Automated test writer
Create Create a folder ✔️ ✔️ ✔️ ✔️
Create a requirement / requirement version
View View (attachments and versions included) ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Print
Search
Export Export ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Modify Rename / Modify attributes ✔️ ✔️ ✔️ ✔️ ✔️
Bind/Unbind milestones
Delete Delete ✔️ ✔️ ✔️ ✔️
Associate Associate/Dissociate test cases ✔️ ✔️ ✔️ ✔️ ✔️
Associate/Dissociate requirements
Library Copy/Paste requirement ✔️ ✔️ ✔️ ✔️
Drag and drop requirement
Import Import requirements ✔️ ✔️
Import Req-TC associations
Attachments Add/ Delete an attachment ✔️ ✔️ ✔️ ✔️ ✔️
Add / Delete an attachment at the 'Project' level
Add / Delete an attachment at the 'Folder' level

Test Case Workspace

Administrator (Role) Project leader Test referee Test designer Advanced tester Test runner Validator Guest Automated test writer
Create Create a folder ✔️ ✔️ ✔️ ✔️
Create a test case
Create test cases from requirements
View View (test steps, parameters, overview of issues and executions, attachments of the test case and test steps) ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Print
Search
Export Export test cases ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Modify Rename / Modify attributes ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Add / Modify / Delete a test case
Organize test steps (copy-paste / drag and drop)
Add / Modify / Delete a parameter
Add / Modify / Delete a dataset
Bind/Unbind milestones
Delete Delete a test case ✔️ ✔️ ✔️ ✔️
Associate Associate / Dissociate requirements ✔️ ✔️ ✔️ ✔️ ✔️
Associate requirements to test step
Library Copy / Paste a test case ✔️ ✔️ ✔️ ✔️
Drag and drop a test case
Import Import test cases ✔️ ✔️
Import Req-TC associations
Attachments Add / Delete an attachment from test cases ✔️ ✔️ ✔️ ✔️ ✔️
Add / Delete an attachment from test steps
Add / Delete an attachment at the 'Project' level
Add / Delete an attachment at the 'Folder' level

Execution Workspace

Administrator (Role) Project leader Test referee Test designer Advanced tester Test runner Validator Guest Automated test writer
Create Create a folder ✔️ ✔️ ✔️
Create a campaign / iteration / suite / sprint
View View campaign / iteration / test suite / sprints / test plan / execution
(overview of issues and attachments included)
✔️ ✔️ ✔️ ✔️ ✔️ ✔️* ✔️ ✔️
Search
Export Export a campaign's data ✔️ ✔️ ✔️ ✔️
Modify Rename / Modify attributes ✔️ ✔️ ✔️
Bind/Unbind milestones
Delete Delete a campaign / iteration / suite / sprint without any executions ✔️ ✔️ ✔️
Delete a campaign / iteration / suite / sprint with at least one execution ✔️ ✔️
Library Copy / Paste campaign / iteration / suite / sprint ✔️ ✔️ ✔️
Drag and drop campaign / iteration / suite / sprint
Associate Associate test cases to the campaign / iteration / suite / sprint requirement and associate requirements to a sprint ✔️ ✔️ ✔️
Associate datasets to a test suite
Remove associations
Remove associations with executions ✔️ ✔️
Test plan (iteration / test suite / sprint / sprint requirement) Assign a user to a test case ✔️ ✔️ ✔️
Define and assign test suites
Modify a test case's status (from the test plan)
Mass modify the status of selected test cases (from the test plan)
Delete an execution
Reorganize the test plan (drag and drop or sort columns)
Execute Execute / Resume an execution ✔️ ✔️ ✔️ ✔️ ✔️*
Start / Restart an iteration / test suite
Report / Associate / Remove associations to issues
Attachments Add / Delete an attachment from a campaign / iteration / test suite / sprint / sprint group ✔️ ✔️ ✔️ ✔️ ✔️*
Add / Delete an attachment from an execution / execution step
Add / Delete an attachment at the 'Project' level
Add / Delete an attachment at the 'Folder' level

* Only the tests assigned to the user.

Reporting Workspace

Administrator (Role) Project leader Test referee Test designer Advanced tester Test runner Validator Guest Automated test writer
Create Create a folder ✔️ ✔️ ✔️
Create a report
Create a chart
Create a dashboard
Create a custom export
View View a report ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
View a chart
View a dashboard
View a custom export
Export Generate a report ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Generate a custom report
Modify Rename a Reporting workspace item ✔️ ✔️ ✔️
Modify a report
Modify a chart
Modify a dashboard
Modify a custom report
Delete Delete a folder ✔️ ✔️ ✔️
Delete a report
Delete a chart
Delete a dashboard
Delete a custom export
Library Copy/Paste a Reporting workspace item ✔️ ✔️ ✔️
Drag and drop a Reporting workspace item

Automation Workspace

Administrator (Role) Project leader Test referee Test designer Advanced tester Test runner Validator Guest Automated test writer
View Access the Automation workspace (Tester View) ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Access the Automation workspace (Automated Test Writer View) ✔️ ✔️ ✔️
View a test case (Tester View) ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
View a test case (Automated Test Writer View) ✔️ ✔️ ✔️
Modify Modify an automation status (Tester View) ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Modify an automation status (Automated Test Writer View) ✔️ ✔️ ✔️
Modify a priority (Tester View) ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Modify a priority (Automated Test Writer View) Not applicable (unavailable feature)
Add / Modify / Delete an auto script ✔️ ✔️ ✔️
Modify / Delete Squash Autom fields ✔️ ✔️ ✔️

Action word Workspace

Administrator (Role) Project leader Test referee Test designer Advanced tester Test runner Validator Guest Automated test writer
Create Create an action ✔️ ✔️ ✔️ ✔️
View View an action from the Action Library workspace ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
View an action from the Test Case workspace
Modify Add / Modify / Delete an action's description ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Rename an action's parameter
Add / Modify / Delete a parameter's default value
Delete Delete an action ✔️ ✔️ ✔️ ✔️
Library Copy / Paste an action ✔️ ✔️ ✔️ ✔️
Drag and drop an action
Attachments Add / Delete an attachment at the 'Project' level ✔️ ✔️ ✔️ ✔️ ✔️
Action suggestions Action suggestions during the creation of a BDD test step ✔️ ✔️ ✔️ ✔️ ✔️ ✔️
Action suggestions during the modification of a BDD test step

Administration Workspace

Administrator (Role) Project leader Test referee Test designer Advanced tester Test runner Validator Guest Automated test writer
Users Create / View / Modify / Delete a team ✔️
Create / View / Modify / Delete a user ✔️
Give user permissions for a project ✔️ ✔️1
Projects Create / Delete a project ✔️
View / Modify a project ✔️ ✔️1
Set up a bugtracker for a project ✔️ ✔️1
Activate and set up automation for a project ✔️ ✔️1
Associate a custom field with a project ✔️ ✔️1
Associate an information list with a project ✔️ ✔️1
Activate and set up a plugin for a project ✔️ ✔️1
Import project data from an external source ✔️ ✔️1
Milestones Create a milestone ✔️ ✔️2
Delete a milestone ✔️ ✔️3
View milestone list / View milestone ✔️ ✔️
Modify a milestone / the perimeter of a restricted range milestone ✔️ ✔️3
Modify a milestone's range ✔️
Associate/Dissociate projects with/from a milestone from the milestone's consultation page ✔️4 ✔️1, 3, 4
Associate/Dissociate milestones with/from a project from the project's consultation page ✔️4 ✔️1, 4
Entities Create / View / Modify / Delete a custom field ✔️
Create / View / Modify / Delete a list
Create / View / Modify / Delete a link between requirements
Servers Create / View / Modify / Delete a bugtracker and synchronization server ✔️
Create / View / Modify / Delete an automation server
Create / View / Modify / Delete a source code management server
Create / View / Modify / Delete an artificial intelligence server
System settings Modify upload settings ✔️
Edit Squash public URL
System Set up the welcome message / login message ✔️
Add / Delete a report template ✔️
Automated suite cleaning ✔️
Download the log file ✔️
Synchronizations supervision ✔️ ✔️1

(1) Only for projects for which the user has "Project Leader" permissions.
(2) The 'Project Leader' can only create restricted range milestones.
(3) Only for milestones the user owns.
(4) For restricted range milestones, only for projects included in the milestone's perimeter.