Administrative Roles and Permissions

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

Note:

• 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	Roles
	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

Note:

• 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	Roles
	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

Note:

• If a member receives a checkout link generated by someone else, they can subscribe to and checkout licenses on Katalon TestOps. This is only applicable if there is no predefined payment method. See: Katalon License Subscription.

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