User Management

Estimated reading time: 3 minutes

Each role has permission at the organization or team level exclusively.

Invite a user to the organization

  • Only the organization Owner or Admin can invite a user to the organization.
  • From Katalon TestOps dashboard, select an organization.
  • From Users tab, select Invitations tab.
  • Enter an email address and click Invite.
  • Copy the activation link and send it to that person.

The invited person accepts the invitation by clicking the activation link directing to Katalon TestOps and then clicking the name of the organization. Before that person accepts the invitation, their email address will be listed in PENDING INVITATIONS. Once the person joins the organization, their name and email address will be shown below the Users tab with the default User role.

The new user can only access projects when added by the team Owner or Admin to a team.

Notes: The Owner/Admin can withdraw the invitation by removing it from PENDING INVITATIONS.

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.

  • Select a team, from Users tab in a team, select that person's email in the drop-down list and then click Add to add a user to a team.
  • The default role for the invited person is User.

Remove existing user from organization or team

Select your organization/team > from Users tab, click the remove icon in the last column and confirm your action in the pop-up.

  • The User that is removed from the organization can be re-invited by the Organization Owner or Admin. Refer to Invite a user to the organization.
  • The User that is removed from the team can be re-added to work on projects. Refer to Invite a user to the team.

Assign Admin or User role to the existing team member

The Admin and Owner can reassign the existing Admin and User to a new role. Select your organization/team > from Users Tab, click the pencil icon in the last column and then select Admin or User role in the drop-down list. A user can have different roles in different teams.

Assign Billing Manager role to the existing team member

Billing Manager role is only available at the organization level and granted by the organization Owner or Admin. Select your organization > from Users Tab, click the pencil icon in the last column and then select Billing Manager role in the drop-down list.

Transfer organization ownership to the existing team member

The Owner and Admin of an organization can transfer the ownership of an Owner to another existing team member.

  • Select an organization > select Users tab > search for the target user to assign the Owner role.

  • Click the pencil icon in the last column and then select Owner in the drop-down list.

  • Click Save.

Note: Transferring Organization ownership does NOT affect Team ownership. The previous Owner still has full permission as a Team Owner to those teams having been created by them before.

Transfer team ownership to the existing team member

The Owner of a team can transfer the ownership to another existing team member.

  • Select a team > under Users tab, search for the target user to assign the Owner role.

  • Click the pencil icon in the last column and then select Owner in the drop-down list.

  • Click Save.

User Contributed Notes