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) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Search |
| Export | Export | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | | |
| Print |
| 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) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Search |
| Export | Export test cases | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | | |
| Print |
| 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 | ✔️ | ✔️ | | | | | | | |
| Delete an 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 | Download a report | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Download 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.