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About Roles

Note:
  • All roles are predefined by Katalon and are not editable nor removable.

A Role is a named template that is comprised of a combination of permissions. It determines what specific actions a User can perform within Katalon TestOps. A User can hold multiple roles.

They come in two types. In hierarchical order, they are:
  • Account Level Roles

  • Project Level Roles

About Account Level Roles

Account Level Roles are for operational administrators who need access to settings that encompass the entirety of the Account, such as those found within the Account, Organization, and System sections of Katalon TestOps.

Account Level Roles cover the Account, Organization, and System sections within TestOps Gen 3.

There are three types of Account Level Roles:

1. Account Admins hold the highest level of permissions for all features. Their main responsibilities include managing the Account and Organization sections, granting them authority over the following functions:

  • In the Account section:

    • General account information and settings

    • License management

    • License utilization

  • In the Organization section:

    • Organization management

    • Portfolio management

    • User management

2. System Admins are afforded the highest level of permissions with regards to settings concerning the System section. They can affect:

  • General system settings

  • User role and permission management

  • System configurations

  • System integrations

3. Users are not afforded any permissions and is the default role everyone is assigned to when first joining an Account. Each user is exclusively affiliated with a single Organization (unless removed), and can be added to any Project across Organizations.

About Project Level Roles

Project Level Roles are for Project admins and users who need access to settings or features that directly interact with the testing cycle or its elements. They are limited to affecting settings within the Project section, and can manage multiple Projects.

Project Level Roles cover the Project section within Katalon TestOps Gen 3.

There are four types of Project Level Roles:

1. Project Admins possess the highest level of permissions within this role type. They preside over the Project section, which allow them to manage the following settings:

  • General project settings
  • Script repository configuration

  • Project configurations

  • Project integrations

2. Test Leads are fully authorized to manage all relevant features related to the elements within a Project, such as test management, releases, or reports and analytics.

3. Testers are partially authorized to manage all relevant features related to the elements within a Project, similar to those with the Test Lead role. The difference is they only have read-only access for certain features.

4. Members are limited to read-access level permissions for all features.

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