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Administrative Roles and Permissions

Katalon Platform has 3 (three) management levels:

  • Account
  • Organization
  • Project

The Account level is the highest level, followed by the Organization level, then the Project level.

The Account level is in charge of subscription and billing management functions. One Account is associated with one Organization.

At the Organization level, members can collaborate across several projects. One Organization can own one or multiple Projects.

The Project level facilitates the management of a project and its members.

Katalon Platform​ organizes users into 4 (four) specific roles:

  • Owner: The Owner has the highest authority that has full permissions. This is the default role for the user who creates an Account, Organization, or Project.
  • Administrator: The Administrator has the next level of permissions, they are in charge of administrative functions. This role is granted by the Owner.
  • Billing Manager: The Billing Manager is responsible for managing billing for Katalon Platform subscriptions. This role is granted by the Owner or Admins. A Billing Manager is under Account level and cannot be added to the Project.
  • Member: Members have the lowest level of permissions. This role is automatically assigned to any person accepting the invitation to join an Organization or Project. They can view and run tests, but they do not have any added administrative functions by default. They can be assigned different roles to expand their privileges.
Note:
  • For organizations created before December 20th 2023, Katalon still maintains the old structure which has 4 management levels: Account, Organization, Team, and Project. The Account level is the highest, followed by the Organization, Team, and then Project levels.

For a more specific breakdown of what each role's permissions are, refer to:

View user roles within an Organization

Note:
  • You must be the Owner or Administrator of your Organization. If you would like to grant this privilege to a member, see: Change user role.

To view the user roles in your Organization, do as follows:
  1. Sign in to Katalon TestOps and select your desired Account.
  2. You are redirected to the Account admin page as the following screenshot, select your Organization.
    Account page
  3. Once you're on the Organization admin page, click on the Users section to open the User Management page.
  4. You can see the roles of all users under the Role column.
    View user role in the User Management page

Roles and permissions at Account and Organization level

Roles and permissions at Account level

Note:
  • Members do not have access to administrative features by default. Assign them another role to expand their privileges. To learn how, see: Change user role.

PermissionsRoles
OwnerAdminBilling ManagerMember
User Management
  • Invite users

  • Revoke invitation

  • Resend invitation

  • Edit users role

  • Edit login options for users

  • Remove users from Account

  • Transfer ownership

  • Export User Management page

  • Invite users

  • Revoke invitation

  • Resend invitation

  • Edit role of Members

  • Edit login options for Members

  • Remove Members from Account

  • Export User Management page

  • No access

  • No access

Subscription Management
  • Purchase subscription

  • Upgrade subscription

  • Cancel subscription

  • Get quote

  • No access

  • Purchase subscription

  • Upgrade subscription

  • Cancel subscription

  • Get quote

  • No access

Payment Method
  • View payment method

  • Edit payment method

  • Delete payment method

  • No access

  • View payment method

  • Edit payment method

  • Delete payment method

  • No access

License Management
  • View License Management page

  • Assign licenses to users

  • Revoke licenses from users

  • View License Management page

  • Assign licenses to users

  • Revoke licenses from users

  • View Subscription Details section in License Management page

  • No access

Organization Management
  • Create Organizations

  • View Organization information

  • Update Organization information

  • View Organization information

  • Update Organization information

  • No access

  • No access

Account Settings
  • View Account information

  • Update Account information

  • Delete Account

  • View Account information

  • View Account information

  • No access

Product Utilization
  • View reports

  • Filter reports

  • Export reports

  • View reports

  • Filter reports

  • Export reports

  • View reports

  • Filter reports

  • Export reports

  • No access

Security Settings
  • Configure Idle TimeOut

  • Configure Session Timeout

  • Configure IP Address Restrictions (Ultimate Plan)

  • Configure Single Sign-On (Ultimate Plan)

  • Configure Idle TimeOut

  • Configure Session Timeout

  • Configure IP Address Restrictions (Ultimate Plan)

  • Configure Single Sign-On (Ultimate Plan)

  • No access

  • No access

Support Management
  • Add users to support list

  • Remove users from support list

  • Add users to support list

  • Remove users from support list

  • No access

  • No access

Project Management
  • View the project list and detail

  • Create a project

  • Edit project name

  • Delete a project

  • Invite users

  • Resend invitations

  • Remove users

  • Edit user's role

  • View the project list and detail

  • Create a project

  • Edit project name

  • Delete a project

  • Invite users

  • Resend invitations

  • Remove users

  • Edit user's role

  • No access

  • No access

Roles and permissions at Organization level

Note:
  • Members do not have access to administrative features by default. Assign them another role to expand their privileges. To learn how, see: Change user role.

PermissionsRoles
OwnerAdminMember
User Management
  • Invite users

  • Revoke invitation

  • Resend invitation

  • Edit users role

  • Edit login options for users

  • Remove users from Account

  • Transfer ownership

  • Export User Management page

  • Invite users

  • Revoke invitation

  • Resend invitation

  • Edit role of Members

  • Edit login options for Members

  • Remove Members from Account

  • Export User Management page

  • No access

Organization Settings
  • View Organization information

  • Update Organization information

  • View Organization information

  • Update Organization information

  • No access

License Management
  • View License Management page

  • Assign licenses to users

  • Transfer licenses between users

  • Revoke licenses from users

  • View License Management page

  • Assign licenses to users

  • Transfer licenses between users

  • Revoke licenses from users

  • No access

Product Utilization
  • View reports

  • Filter reports

  • Export reports

  • View reports

  • Filter reports

  • Export reports

  • No access

Security Settings
  • Configure Idle TimeOut

  • Configure Session Timeout

  • Configure IP Address Restrictions (Ultimate Plan)

  • Configure Single Sign-On (Ultimate Plan)

  • Configure Idle TimeOut

  • Configure Session Timeout

  • Configure IP Address Restrictions (Ultimate Plan)

  • Configure Single Sign-On (Ultimate Plan)

  • No access

Support Management
  • Add users to support list

  • Remove users from support list

  • Add users to support list

  • Remove users from support list

  • No access

Project Management
  • View the project list and detail

  • Create a project

  • Edit project name

  • Delete a project

  • Invite users

  • Resend invitations

  • Remove users

  • Edit user's role

  • View the project list and detail

  • Create a project

  • Edit project name

  • Delete a project

  • Invite users

  • Resend invitations

  • Remove users

  • Edit user's role

  • No access

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.

Roles and permissions at the Project level

Note:
  • Applicable to Organizations created from December 20th, 2023 onward.

A Project consists of a group of members working on the same projects. Only members can view and access their projects.

A Project is created by either the Owner or Admins of an Organization. To learn how to create and manage a Project, see: Create and manage a Project.

PermissionsRoles
OwnerAdminMember
Project Management
  • View the project list and detail

  • Edit project name

  • Delete a project

  • Invite members

  • Resend invitations

  • Remove members

  • Edit all member's role

  • Transfer ownership

  • View the project list and detail

  • Edit project name

  • Invite members

  • Resend invitations

  • Remove members

  • Edit member's role

  • View the project list and detail

  • Invite members

  • Resend invitations

Roles and permissions at the Team level

Note:
  • This documentation is only for the Organizations created before December 20th, 2023.

A Team level consists of a group of members working on the same Projects. Only members can view and access their projects.

A Team is created by either the Owner or Admins of an Organization. To learn how to create and manage a Team, see: Create and manage a Team.

PermissionsRoles
OwnerAdminMember
Project Management
  • Create a project
  • Edit a project name
  • Delete a project
  • Create a project
  • Edit a project name
  • Delete a project
  • Access the Project Management page
  • Create a project
Team Management
  • View the Team Management page
  • Edit team name
  • Delete a team
  • Add members
  • Edit all member's role
  • Remove members
  • Transfer ownership
  • View the Team Management page
  • Edit team name
  • Add members
  • Edit member's role
  • Remove members
  • View the team list