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Administrative Roles and Permissions

Katalon Platform​ organizes users into four management levels:

  • Account
  • Organization

  • Team

  • Project

The account level is the highest, followed by the organization, the team, then the project level.

Overall, the account level is in charge of subscription and billing management functions, while the organization level collates teams, projects, and users for collaboration.

Members can be assigned different roles with varying permissions and privileges. While they can be granted administrator rights, advanced administrative functions are inaccessible to them by default.

View the user roles within an organization

To view the user roles in your organization, do as follows:
  1. Sign in to Katalon TestOps and go to your project.
    The project Dashboard appears.
  2. Click Settings at the top right corner. From the dropdown menu, click User Management. TestOps User Management
  3. You can see the roles of all users under the Role column.TestOps user roles

Roles and permissions at account and organization level

Roles and permissions at Account level

PermissionsRoles
OwnerAdminBilling Manager
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

Subscription Management
  • Purchase subscription

  • Upgrade subscription

  • Cancel subscription

  • Get quote

No access

  • 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
OwnerAdmin
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

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 reports

  • View reports

  • Filter reports

  • Export reports

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