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Administrative Roles and Permissions

Katalon Platform​ organizes users into several management levels: Account, Organization, Team, and Project. The Account level is the highest, followed by the Organization, Team, and Project levels.

​ ​Overall, an Account handles Katalon subscription and billing management, while Organization brings together all teams, projects, and users for collaboration.

​Account and Organization members are assigned different roles with varying permissions and privileges. Those roles are only valid within each Account and Organization.

Roles and permissions at Account level

PermissionsRoles
OwnerAdminBilling ManagerMember
User Management
  • Invite users

  • Revoke invitation

  • Assign Account user role

  • Remove Member from Account

  • Transfer ownership

  • Export User Management page

  • Invite users to Account

  • Revoke invitation

  • Assign Account user role

  • Remove Member from Account

  • View User Management page

  • Export User Management page

No access

Subscription Management
  • Purchase subscription

  • Upgrade subscription

  • Cancel subscription

  • Get quote

View subscription purchase

  • Purchase subscription

  • Upgrade subscription

  • Cancel subscription

  • Get quote

  • Contact sales

Payment Method
  • View payment method

  • Add payment method

  • Delete payment method

No access

  • View payment method

  • Add payment method

  • Delete payment method

License Management
  • Distribute licenses to Organizations

  • Transfer licenses between Organizations

  • Revoke licenses from Organizations

  • Assign licenses to Member

  • Distribute licenses to Organizations

  • Transfer licenses between Organizations

  • Revoke licenses from Organizations

View License Management page

Organization Management
  • Create Organizations

  • Update Organization information

  • Delete Organizations

No accessNo access
Account Settings
  • Update Account information

  • Delete Account

No accessNo access

Roles and permissions at Organization level

PermissionsRoles
OwnerAdminMember
User Management
  • Invite users to Organization

  • Revoke invitation

  • Assign Organization user role

  • Remove Member from Organization

  • Transfer ownership

  • Export User Management page

  • Invite users to Organization

  • Revoke invitation

  • Assign Organization user role

  • Remove Member from Organization

  • Transfer ownership

  • Export User Management page

No access

Organization Settings
  • Change Organization information

  • Delete Organization

No access

License Management
  • Assign licenses to Members

  • Transfer licenses between Members

  • Revoke licenses from Members

  • Assign licenses to Members

  • Transfer licenses between Members

  • Revoke licenses from Member

Product Utilization
  • View reports

  • Filter reports

  • Export export

  • View reports

  • Filter reports

  • Export export

Note:
  • If a Member receives a checkout link generated by someone else, they will be able to subscribe and checkout licenses on Katalon Platform. This is only applicable if there is no predefined payment method. See: Katalon License Subscription.