Navigate through Katalon TestOps

This guide aims to help you navigate easily in Katalon TestOps.

Notes:

Depending on your role in an organization, you will have different user experiences with Katalon TestOps. See: Roles and permissions.

There are two types of homepage in Katalon TestOps: TestOps homepage and Admin homepage.

In the TestOps homepage

The TestOps homepage provides a summary of organization activities.

After signing in to Katalon TestOps, the TestOps homepage appears as below.

TestOps homepage overview

On the top left corner, you can see your current organization's name. If you click on it, you can:

TestOps Organization Dropdown

On the top right corner, if you click on the Avatar icon, you can see common Personal Settings actions.

Personal Settings Action Usage
View Profile See your account information.
Notification Settings Configure notifications and find Katalon API keys.
Feature Request Send us a feature request on GitHub.
Bug Reports Report a bug to us on GitHub.
Documentation Find tutorials and guidelines to use Katalon products.
Community Join our Katalon Community and see all community forums.
Sign Out Sign out of Katalon TestOps.
TestOps Avatar dropdown

On the top right corner, if you click on the Settings icon, you can see two distinct sections: TestOps Admin and TestOps Settings.

  • TestOps Admin is an overall administration tool allowing you to manage all Katalon products (Studio, Runtime Engine, TestOps).
  • TestOps Settings is a configuration tool specifically for the Katalon TestOps product.
TestOps Settings Dropdown

The TestOps Settings section contains the following pages:

TestOps Settings Page Usage
Team Management Manage all your TestOps teams.
Project Management Manage all your TestOps projects.
TestOps Homepage View summary of your organization activities.

The available TestOps Admin Console Pages are different depending on your role in the current organization.

As an Owner

TestOps Admin Console Page Usage
Product Utilization View your product usage. See: License Utilization Dashboard.
License Management Assign and remove your licenses. See: Manage Katalon Licenses.
User Management Invite members to your organization, edit their roles, or remove members in your organization. See: TestOps User Management.
Payment Method Update your billing information. See: Change Billing Information.
Subscription Management Create a new order and upgrade your subscriptions. See: Create TestOps subscriptions and Purchase Katalon Licenses.
Organization Management Edit organization information and manage security.

As an Admin

TestOps Admin Console Page Usage
Product Utilization View your product usage. See: License Utilization Dashboard.
License Management Assign and remove your licenses. See: Manage Katalon Licenses.
User Management Invite members to your organization, edit their roles, or remove members in your organization. See: TestOps User Management.
Organization Management Edit organization information and manage security.

As a Billing Manager

TestOps Admin Console Page Usage
License Management Assign and remove your licenses. See: Manage Katalon Licenses.
Payment Method Update your billing information. See: Change Billing Information.
Subscription Management Create a new order and upgrade your subscriptions. See: Create TestOps subscriptions and Purchase Katalon Licenses.

As a Member

Members have no access to TestOps Admin Console Pages.

In the Admin homepage

Notes:

Only Owner, Admin, and Billing Manager can access the Admin homepage.

To navigate to the Admin homepage:

  1. On the top right corner of a TestOps page, click on the Settings icon. In the displayed TestOps Admin section, navigate to one of the TestOps Admin Console pages.

    TestOps Admin Console pages
  2. From the Admin Console page, on the top left corner, click on the TestOps icon. You will be navigated to the Admin homepage.

    TestOps icon

Navigation in the Admin homepage is different depending on your role in the current organization.

As an Owner/Admin

The Admin homepage appears as below.

TestOps Admin homepage Owner/Admin overview

The Admin homepage displays several sections that contain common actions for an Admin.

Section Common Actions and Usage
User Summary Active Users View the number of users that have joined your organization.
Pending Users View the number of users with pending invitations to your organization.
Removed Users View the number of users removed from your organization.
My Products License summary View purchased license types and the number of licenses for each license type.
TestOps plan summary View the plan name, the number of purchased test executions, and the number of projects you belong to.
Featured Documentation See some featured user guides for the TestOps knowledge base.
Quick Actions View your licenses View details about your purchased licenses.
Invite user to this organization Invite users to your organization.
Subscribe to Katalon products (for Owner only) Create TestOps subscriptions.
Assign Katalon license to users Grant Katalon license to users.
Get the organization ID Get the ID of your organization.
Generate an API key Generate API keys to integrate TestOps with different platforms.
Manage your profile Edit your profile.

As a Billing Manager

The Admin homepage appears as below.

TestOps Admin homepage Billing Manager overview

The Admin homepage displays several sections that contain common actions for a Billing Manager.

Section Common Actions and Usage
My Products License summary View purchased license types and the number of licenses for each license type.
TestOps plan summary View the plan name, the number of purchased test executions, and the number of projects you belong to.
Featured Documentation See some featured user guides for the TestOps knowledge base.
Quick Actions View your licenses View details about your purchased licenses.
Subscribe to Katalon products Create TestOps subscriptions.
Generate an API key Generate API keys to integrate TestOps with different platforms.
Manage your profile Edit your profile.

As a Member

The Admin homepage appears as below.

TestOps Admin homepage Member overview

The Admin homepage displays several sections that contain common actions for a Member.

Section Common Actions and Usage
TestOps Plan Summary View the plan name, the number of purchased test executions, and the number of projects you belong to.
Featured Documentation See some featured user guides for the TestOps knowledge base.
Quick Actions View my Katalon Studio Licenses View details about your granted Katalon Studio licenses.
Generate an API key Generate API keys to integrate TestOps with different platforms.
Manage your profile Edit your profile.

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