Administration Overview
This document outlines the organizational structure and user roles within Katalon TestOps, with a focus on the administrative (Admin) functions
Katalon TestOps uses a tiered administration system that groups all account management and platform settings under a single Admin section. It consists of two hierarchical levels:
- Account Level: Centralizes global settings across the organization (for Admins).
- Project Level: Manages settings within individual projects (for Testers/QA).
A typical organizational structure looks like this:
About Roles
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When a user is added to an Account, they are assigned the User role by default.
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When a user is added to a Project, they are assigned the Tester role by default.
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A user can have multiple roles across projects or scopes. Their effective permissions will be the union of all assigned roles.
For example: If you belong to Organization 1, but you are granted a KSE license for Organization B, then you can access both resources from the two organizations.
Roles determine what a user can see and do, whether at the Account level (for administrative tasks) or the Project level (for test-related work). Assigning the right roles ensures users have appropriate access based on their responsibilities.
Account-Level Roles
| Role | Description |
|---|---|
| Account Admin | Manages account-level settings, subscriptions, and permission templates. |
| System Admin | Manages system settings and third-party integrations. |
| User | Base-level access. Required for any user joining an account. |
Actions Available at the Account Level
| Account Admin | System Admin | User | |
|---|---|---|---|
| User Management | - Invite users - Revoke invitation - Resend invitation - Edit users role - Edit login options for users - Remove users from Account - Export User Management page | No access | No access |
| Subscription Management | - Purchase subscription - Upgrade subscription - Cancel subscription | No access | No access |
| Project Management | - View the Project list and details - Create a Project - Edit Project’s name - Delete a Project - Invite users to Project - Resend invitations to Project - Remove users from Project - Edit user's Project role | No access | No access |
| Payment Method | - View payment method - Edit payment method - Delete payment method | No access | No access |
| License Management | - View License Management page - Assign licenses to users - Revoke licenses from users | No access | No access |
| Organization Management | - Create Organizations - View Organization information - Update Organization information | No access | No access |
| Account Settings | - View Account information - Update Account information - Delete Account | No access | No access |
| Security Settings | - Configure Idle TimeOut - Configure Session Timeout - Configure IP Address Whitelist - Configure Single Sign-On | - Configure Idle TimeOut - Configure Session Timeout - Configure IP Address Whitelist - Configure Single Sign-On | No access |
| Integration Settings | - Create an Integration - Disconnect an Integration - Update an Integration | - Create an Integration - Disconnect an Integration - Update an Integration | No access |
| AI Settings | - Enable AI setting - Disable AI setting - Update AI setting - Add AI key - Delete AI key | Enable AI setting - Disable AI setting - Update AI setting - Add AI key - Delete AI key | No access |
| Other Configurations | - Add KRE Agents - Configure KRE Agents - Create Application under Test - View Application under Test list - Delete Application under Test | - Add KRE Agents - Configure KRE Agents - Create Application under Test - View Application under Test list - Delete Application under Test | No access |
Project-Level Roles
| Role | Description |
|---|---|
| Project Admin | Manages project settings, roles, and integrations. |
| Test Lead | Approves test cases, manages key testing artifacts. |
| Tester | Creates and updates test cases, test runs, test suites, etc. |
| Member | Read-only or limited access, based on license and permission template. |
Actions Available at the Project Level
| Project Admin | Test Lead | Tester | Member | |
|---|---|---|---|---|
| Project Management | - View Project’s General Information - Edit Project’s name - Invite users to Project - Resend invitations to Project - Remove users from Project - Edit user's Project role | No access | No access | No access |
| Project Integrations (Note: Integrations must first be set up at the Account-level) | - Configure integrations - Edit integrations - Archive/unarchive integrations - View integrations | No access | No access | No access |
| Project Configurations | - View KRE Agent Information - Connect/Disconnect KRE Agent - Link AUT (Application Under Test) - View linked AUT | No access | No access | No access |
| Home (Reports and Analytics) | - View dashboard - Add dashboard - Edit dashboard - Edit threshold for dashboard - Export/Share dashboard/test report | - View dashboard - Add dashboard - Edit dashboard - Edit threshold for dashboard - Export/Share dashboard/test report | - View dashboard - Export/Share dashboard/test report | - View dashboard - Export/Share dashboard/test report |
| Planning | - View Sprint Timelines - View Plans (Sprints & Releases) - Edit Items of a Sprint/Release | - View Sprint Timelines - View Plans (Sprints & Releases) - Edit Items of a Sprint/Release | - View Sprint Timelines - View Plans (Sprints & Releases) - Edit Items of a Sprint/Release | - View Sprint Timelines - View Plans (Sprints & Releases) |
| Tests | - Create test case/test suite - Import test case - Edit test case/test suite - Delete test case/test suite - View test case/test suite | - Create test case/test suite - Import test case - Edit test case/test suite - Delete test case/test suite - View test case/test suite | - Create test case/test suite - Import test case - Edit test case/test suite - Delete test case/test suite - View test case/test suite | View test case/test suite |
| Executions | - View Execution details and logs - Create Automated Test Run - Create Manual Test Run - Start/Run Execution - Edit/Delete Execution - View Visual Testing Info - Manage Recurring Test Run - Comment/Attach files in manual execution - Report defects | - View Execution details and logs - Create Automated Test Run - Create Manual Test Run - Start/Run Execution - Edit/Delete Execution - View Visual Testing Info - Manage Recurring Test Run - Comment/Attach files in manual execution - Report defects | - View Execution details and logs - Create Automated Test Run - Create Manual Test Run - Start/Run Execution - Edit/Delete Execution - View Visual Testing Info - Manage Recurring Test Run - Comment/Attach files in manual execution - Report defects | - View Execution details and logs - View Visual Testing Info |
| TestCloud | - Upload Applications (.apk/.ipa/.zip) - Live Testing: Mobile App, Mobile Browser, Desktop Browser - Delete Applications - View Application Info | - Upload Applications (.apk/.ipa/.zip) - Live Testing: Mobile App, Mobile Browser, Desktop Browser - Delete Applications - View Application Info | - Upload Applications (.apk/.ipa/.zip) - Live Testing: Mobile App, Mobile Browser, Desktop Browser - Delete Applications - View Application Info | View application Information |