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

• When a user is added to an Account, they are assigned the User role by default.
• When a user is added to a Project, they are assigned the Tester role by default.
• A user can have multiple roles across projects or scopes. Their effective permissions will be the union of all assigned roles.

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.

The in-app Permission Guide still references shorthand such as C, R, U, and D for Create, Read, Update, and Delete (and occasionally A for Archive). The action lists below spell out the same capabilities in plain language.

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 • 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