How to set up Katalon TestOps Organization, Team and Project

This tutorial shows you how to set up an Organization properly in Katalon TestOps, and to create teams and projects. One member of the team can complete these steps to invite all the others to an Organization for working on projects.

You need a Katalon account. Register here if you don't have one.

Create an Organization

  1. Log into Katalon TestOps

  2. On the home page, click Create Organization at the bottom and confirm your action

    You have just created an Organization in which you are the Owner.

  3. In the Organization View, give a name to your Organization. Here is you can also view your Organization ID.

Invite Organization Members

In the Organization view, select Users > in the Users view, select Invitations > Invite your members one by one by entering their email addresses. Further details, please see this document. You can grant the new members organization roles.

Create a Team

In the Organization view, select Teams > give a name to your team and click Create. You're the team Owner by default.

Create Projects

Select the newly created team which is displayed in the Team table. In the Team view, you can add members to your team and create projects for them to work on.

Add users to Team

Select the Users tab > add your members to the team one by one by selecting the person in the drop-down list. Please be noted only the users you have invited to the Organization above can be added to this team.

Create Projects

Select Projects > give a name to your project and click Create.

You have had your organization, team, and project. You can start working with Katalon TestOps now.

See also: