Attention

This document covers TestOps Legacy version only.

About Roles & Permissions

This document discusses the different levels of administration in Katalon TestOps.

Katalon TestOps has 3 (three) management levels:

• Account
• Organization
• Project

The Account level is the highest level, followed by the Organization level, then the Project level.

The Account level is in charge of subscription and billing management functions. One Account is associated with one Organization.

At the Organization level, members can collaborate across several projects. One Organization can own one or multiple Projects.

The Project level facilitates the management of a project and its members.

​Katalon TestOps​ organizes users into 4 (four) specific roles:

• Owner: The Owner has the highest authority that has full permissions. This is the default role for the user who creates an Account, Organization, or Project.
• Administrator: The Administrator has the next level of permissions, they are in charge of administrative functions. This role is granted by the Owner.
• Billing Manager: The Billing Manager is responsible for managing billing for Katalon Platform subscriptions. This role is granted by the Owner or Admins. A Billing Manager is under Account level and cannot be added to the Project.
• Member: Members have the lowest level of permissions. This role is automatically assigned to any person accepting the invitation to join an Organization or Project. They can view and run tests, but they do not have any added administrative functions by default. They can be assigned different roles to expand their privileges.

Note:

• For organizations created before December 20th 2023, Katalon still maintains the old structure which has 4 management levels: Account, Organization, Team, and Project. The Account level is the highest, followed by the Organization, Team, and then Project levels.

For a more specific breakdown of what each role's permissions are, refer to:

• Roles and permissions at Account and Organization level

• Roles and permissions at the Project level

• Roles and permissions at the Team level (For organizations created before December 20^th, 2023)

View user roles within an Organization

Note:

• You must be the Owner or Administrator of your Organization. If you would like to grant this privilege to a member, see: Change user role.

To view the user roles in your Organization, do as follows:

1. Sign in to Katalon TestOps and select your desired Account.
2. You are redirected to the Account admin page as the following screenshot, select your Organization.
   
3. Once you're on the Organization admin page, click on the Users section to open the User Management page.
4. You can see the roles of all users under the Role column.
   

Roles and permissions at Account and Organization level

Roles and permissions at Account level

notes

Members do not have access to administrative features by default. Assign them another role to expand their privileges. To learn how, see: Change user role.

Permission	Owner	Admin	Billing Manager	Member
User Management	- Invite users - Revoke invitation - Resend invitation - Edit users role - Edit login options for users - Remove users from Account - Transfer ownership - Export User Management page	- Invite users - Revoke invitation - Resend invitation - Edit role of Members - Edit login options for Members - Remove Members from Account - Export User Management page	No access	No access
Subscription Management	- Purchase subscription - Upgrade subscription - Cancel subscription - Get quote	No access	- Purchase subscription - Upgrade subscription - Cancel subscription - Get quote	No access
Payment Method	- View payment method - Edit payment method - Delete payment method	No access	- View payment method - Edit payment method - Delete payment method	No access
License Management	- View License Management page - Assign licenses to users - Revoke licenses from users	- View License Management page - Assign licenses to users - Revoke licenses from users	View Subscription Details section in License Management page	No access
Organization Management	- Create Organizations - View Organization information - Update Organization information	- View Organization information - Update Organization information	No access	No access
Account Settings	- View Account information - Update Account information - Delete Account	View Account information	View Account information	No access
Product Utilization	- View reports - Filter reports - Export reports	- View reports - Filter reports - Export reports	- View reports - Filter reports - Export reports	No access
Security Settings	- Configure Idle TimeOut - Configure Session Timeout - Configure IP Address Restrictions (Ultimate Plan) - Configure Single Sign-On (Ultimate Plan)	- Configure Idle TimeOut - Configure Session Timeout - Configure IP Address Restrictions (Ultimate Plan) - Configure Single Sign-On (Ultimate Plan)	No access	No access
Support Management	- Add users to support list - Remove users from support list	- Add users to support list - Remove users from support list	No access	No access
Project Management	- View the project list and detail - Create a project - Edit project name - Delete a project - Invite users - Resend invitations - Remove users - Edit user's role	- View the project list and detail - Create a project - Edit project name - Delete a project - Invite users - Resend invitations - Remove users - Edit user's role	View the project list and detail	View the project list and detail
User Group Management	- View the group list and detail - Create a user group - Edit group name - Edit group description - Delete a group - Invite users - Remove users	- View the group list and detail - Create a user group - Edit group name - Edit group description - Delete a group - Invite users - Remove users	View the group list and detail	View the group list and detail

Roles and permissions at Organization level

notes

Members do not have access to administrative features by default. Assign them another role to expand their privileges. To learn how, see: Change user role.

Permissions	Owner	Admin	Member
User Management	- Invite users - Revoke invitation - Resend invitation - Edit users role - Edit login options for users - Remove users from Account - Transfer ownership - Export User Management page	- Invite users - Revoke invitation - Resend invitation - Edit role of Members - Edit login options for Members - Remove Members from Account - Export User Management page	- No access
Organization Settings	- View Organization information - Update Organization information	- View Organization information - Update Organization information	- No access
License Management	- View License Management page - Assign licenses to users - Transfer licenses between users - Revoke licenses from users	- View License Management page - Assign licenses to users - Transfer licenses between users - Revoke licenses from users	- No access
Product Utilization	- View reports - Filter reports - Export reports	- View reports - Filter reports - Export reports	- No access
Security Settings	- Configure Idle Timeout - Configure Session Timeout - Configure IP Address Restrictions (Ultimate Plan) - Configure Single Sign-On (Ultimate Plan)	- Configure Idle Timeout - Configure Session Timeout - Configure IP Address Restrictions (Ultimate Plan) - Configure Single Sign-On (Ultimate Plan)	- No access
Support Management	- Add users to support list - Remove users from support list	- Add users to support list - Remove users from support list	- No access
Project Management	- View the project list and detail - Create a project - Edit project name - Delete a project - Invite users - Resend invitations - Remove users - Edit user's role	- View the project list and detail - Create a project - Edit project name - Delete a project - Invite users - Resend invitations - Remove users - Edit user's role	- View the project list and detail
User Group Management	- View the group list and detail - Create a user group - Edit group name - Edit group description - Delete a group - Invite users - Remove users	- View the group list and detail - Create a user group - Edit group name - Edit group description - Delete a group - Invite users - Remove users	- View the group list and detail

Roles and permissions at the Project level

Note:

• Applicable to Organizations created from December 20^th, 2023 onward.

A Project consists of a group of members working on the same projects. Only members can view and access their projects.

A Project is created by either the Owner or Admins of an Organization. To learn how to create and manage a Project, see: Create and manage a Project.

Permissions	Roles
	Owner	Admin	Member
Project Management	View the project list and detail Edit project name Delete a project Invite members Resend invitations Remove members Edit all member's role Transfer ownership	View the project list and detail Edit project name Invite members Resend invitations Remove members Edit member's role	View the project list and detail Invite members Resend invitations

Roles and permissions at the Team level

Note:

• This documentation is only for the Organizations created before December 20^th, 2023.

A Team level consists of a group of members working on the same Projects. Only members can view and access their projects.

A Team is created by either the Owner or Admins of an Organization. To learn how to create and manage a Team, see: Create and manage a Team.

Permissions	Roles
	Owner	Admin	Member
Project Management	Create a project Edit a project name Delete a project	Create a project Edit a project name Delete a project	Access the Project Management page Create a project
Team Management	View the Team Management page Edit team name Delete a team Add members Edit all member's role Remove members Transfer ownership	View the Team Management page Edit team name Add members Edit member's role Remove members	View the team list