How to set up Katalon TestOps Team and Project

Create a Team

Teams are groups of users that reflect the company's structures. A team is created by either Owner or Admin in an organization. Only members of a team can view and access the projects within that team.

In the top right corner, click Settings icon, and then click Team Management.

In the Manage Teams view, select Teams on the left side-bar > give a name to your team and click Create. You're the team Owner by default.

Add users to Team

In the top right corner, click Settings icon, and then click Team Management.

Select Users on the left sidebar. The lists of Users and Pending Invitations display. Only the user, who you have just invited to the Organization, can be added to this team. Add your members to the team one by one by selecting Invite user on the top right corner.

Manage User displays with the list of Users and Pending Invitations.

Team-level roles and permissions

  • Owner - is granted by default when creating new a team or transferred by other users, who has full permission related to the team, including users and projects of their team.
  • Admin - is granted by the Owner, who has the privileges of the Owner but cannot transfer the team ownership to an existing team member.
  • User - is automatically assigned when a person is first invited to collaborate in a team. Users can only monitor project progress.

Invite a user to the team

  • Only the team Owner or Admin can invite a user to the team.

Note: Only the user in an organization can be invited to a team in that organization.

  • In the Manage Teams view, choose a team in the list Teams.

  • The Dashboard displays. Click Users on the left sidebar. At the Add User to Team choose the users in the drop-down list. Then click Add to add users to the team.

  • In the Users of Manage Users, the users and owner display. The default role for the invited person is User.

Remove an existing user

Select your team in Manage Teams, choose Users in the left sidebar, click the icon Remove user ( ) in the last column and confirm your action in the pop-up.

Transfer team ownership

The Admin and Owner can reassign the existing Admin and User to a new role. In the Users of Manage Users, click the pencil icon in the last column and then select Admin, User or Owner role in the drop-down list and click Save. A user can have different roles in different teams.

Create Projects

A Katalon TestOps project is a handful of reports generated based on a dataset of automation test results which are imported by users. It would typically represent the development of automation testing work. A project is created only by Admins of a team with a particular name and automatically generated ID. There are many projects in a team.

  • On the top right corner, click Settings icon.
  • Click Project Management.

  • On the top right corner, click the button Create Project, select the team in Choose Team, and click the button Next.

Select Projects (on the left sidebar), 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.

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