TestOps User Management

Requirements:

You need a Katalon account. Sign up to Katalon.

Invite Users to join an Organization

Notes:

Only the Owner or Admins of an Organization can do this.

Follow these steps:

  1. Click on the Settings icon at the top right corner of the TestOps homepage and choose User Management.

    kt settings

    The User Management page appears as below.

    new ui user mgt page
  2. Click Invite Users at the top right corner.

    A new window pops up asking you to enter the email and assign the product license to the new User.

  3. Fill in the required information, then click Invite.

    You can enter multiple email addresses to invite members. Multiple email addresses should be separated by a Comma, Space, Tab, Alt, Out Focus, or Enter.

Your team members will receive an invitation email containing a link. Once they click on the link and accept the invitation, they become Members in your Organization.

Alternatively, you can copy the activation link in the Pending Invitation section and send it to them.

Notes:

The default role for team members is Member, you can change this role later anytime.

Manage Users

Notes:

Only the Owner or Admins of an Organization can do this.

View the members list

Go to the User Management page and click on the Active Users tab.

You then can view the list of all existing members.

Once your team members have accepted the invitations to join your organization, you will see their full names, emails, their roles, the dates they have joined your organization, their license access and their most recent access to the organization in the Active Users section.

Notes:

You can update their permissions by changing their roles.

View pending invitations

Go to the User Management page and click on the Pending Invitation tab.

pending invitation tab

You can check all pending invitations here.

View the removed users list

Go to the User Management page and click on the Removed Users tab.

Notes:

By default, the list is sorted by JOIN DATE.

removed users tab

You can view a full list of users you have removed from your organization.

Search Users

In the Active Users section, use the search bar if you want to find a specific user.

In the Pending Invitations section, use the search bar if you want to find the invitation to a specific user.

In the Removed Users section, use the search bar if you want to find the user you have removed.

Revoke invitations

  1. Go to the User Management page and click on the Pending Invitation tab.

  2. Check the box next to the name to select and enable the Revoke button.

    You can revoke multiple invitations by selecting multiple checkboxes.

  3. Click Revoke.

    The Revoke Invitation box pops up.

    revoke invitation popup
  4. Double check the email addresses, then click Revoke.

You have revoked the invitations. The invitation links your team members have received now become invalid.

Remove existing Users

  1. Go to the User Management page, and click on the Active Users tab.

  2. Check the box next to the User's name to select the User and enable the Remove Users button.

    You can remove multiple users by selecting multiple checkboxes.

  3. Click Remove.

    The Remove Users box pops up.

    remove users popup
  4. Click Remove to confirm your action.

You have removed the users.

Notes:

  • The users cannot log in to your organization after being removed.
  • You still keep the data the users have performed in your organization and you can invite them back to your organization anytime.

Change Users' roles

In an organization, different roles have different permissions. See: Roles and permissions.

As an Owner or Admin, you can change the role of an existing member by following these steps:

  1. Go to the User Management page.

  2. Check the box next to the User's name to select the User and enable the Change Role button.

    You can check multiple boxes if you want to update the same role for multiple users.

  3. Click Change Role.

    The Change User Role box pops up.

    change user role popup
  4. Select a new role in the dropdown list, then click Change Role.

    Notes:

    • Organization members can have different roles in different teams.
    • The Billing Manager cannot be added to Teams or Projects.

Export Users list

  1. Go to the User Management page.

  2. Click Export User at the top right corner.

    The Users list is exported in .csv format.

Notes:

The exported file contains Active Users list and Removed Users list.

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