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.
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.
The in-app Permission Guide still references shorthand such as
C,R,U, andDfor Create, Read, Update, and Delete (and occasionallyAfor 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 - 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 |