Set up TestOps Teams

A Team is a group of Users working on the same Projects. A Team is created by either the Owner or Admins of an Organization.

Only Users can view and access the Team's Projects.

Roles and permissions at the Team level

  • Owner

If you create a new Team, you become its Owner by default. As an Owner, you have full permission to transfer the Owner role to another team member.

  • Admin

This role is granted by the Owner.

The Admin has similar privileges as the Owner but cannot transfer the Team ownership to an existing team member.

  • User

This role is automatically assigned to any person accepting the invitation to join the Team.

Users can only monitor the Project's progress.

Create a Team

Follow these steps:

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

    The Manage Teams page appears.

  2. Enter the Team name and click Create.

    You are the Owner of your Team.

Add Users to a Team

  1. Go to Settings and choose Team Management.

    The Manage Teams page appears.

  2. Choose the Team (e.g., Katalon TestOps).

    The Team page appears.

  3. Click Users on the left bar of the Team page.

    The Manage Users page appears.

  4. Select team members in the section Add User to Team. Click Add.

Notes:

You have to invite users into an Organization first. Only Users of the Organization can be added to the Team.

Remove existing Users

In the Manage Users page, click on the Trash bin icon (next to the Pencil icon) to remove a User.

A popup box appears. Confirm your action by clicking Remove.

Transfer Team ownership

The Owner can reassign Owner and lower roles to existing members.

The Admin can reassign Admin and lower roles to existing members.

In the Manage Users page, click on the Pencil icon to edit the User's role.

The Edit Current User box pops up. Select the new role in the dropdown list. Click Save.

Notes:

Users can have different roles in different teams.

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