User Management

Estimated reading time: 3 minutes

In Katalon Analytics, each user is identified with the same account registered for Katalon Studio. User Management is only available for the Owner and Admins in an organization.

Default Roles

In organizational level

  • Users are the Owners of their own organizations by default.
  • An Admin is granted by the Owner.
  • A User is automatically assigned when a person is first invited to collaborate in an organization.

In team level

  • Organizational admins are the Owners of those teams created by them.
  • A Team Admin is granted by the team Owner.
  • A User is automatically assigned when a person is first invited to collaborate in a team.

Roles and default permissions

Owner

  • Invite new users to your organization and to collaborate on your projects.
  • Assign Admin or User roles to new and existing team members.
  • Remove existing Admins and Users from your organization and projects.
  • Create and delete projects.
  • Upload test results.

Admin

  • Invite new users to collaborate on your projects.
  • Assign Admin or User roles to new and existing team members.
  • Remove existing Users from your projects.
  • Create and delete projects.
  • Upload test results.

Users

  • Monitor project progress.
  • Upload test results.

Invite a new user

Before joining a project, a user is required to join the organization that hosts the project. The invited person is required to have a Katalon account. If the person invited to collaborate on Katalon Analytics projects doesn't have one, an email will be sent to help that person create one.

Invite a person to your organization:

  • From Katalon Analytics home page, select the organization
  • From Users Tab, click Invitations
  • Enter an email address and click Invite
  • Copy the activation link and send to that person

User Tab

The invited person accepts the invitation by clicking the activation link directing to Katalon Analytics 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 listed below Users. The new user is only able to access the projects when added by the Owner or the Admin to a team.

Notes: The owner can withdraw the invitation by removing it from PENDING INVITATIONS.

Invite a user to your team:

Only users 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 drop-down list and then click Add to add a user to a team.

Remove existing users

From Users Tab, click the remove icon in the last column and confirm your action in the pop-up. The removed user can be re-added to the project if necessary (refer to Invite a user to a team)

Assign Admin or User roles to new and existing team members

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

Upload test results from Katalon Studio

Upload test results using Command Line

Monitor project progress

Delete projects

User Contributed Notes