#How to Assign Roles - Users & Groups Guide

Roles can be assigned to:

• Users: Individual users can be assigned roles directly
• Groups: Groups can be assigned roles, and all members inherit those permissions

#Assigning Roles to Users

#To assign a role to a user:

1. Navigate to the Users page.

2. Click on a user to open their details.

3. Click “Edit” to enter edit mode.

4. Change the user’s workspace role or project roles as needed.

5. Click “Save” to apply the changes.

#Assigning Roles to Groups

#To assign a role to a group:

1. Navigate to the Users page.

2. Click on a group to open its details.

3. Click “Edit” to enter edit mode.

4. Assign projects and roles to the group.

5. Click “Save” to apply the changes.

#Best Practices

When managing roles:

1. Principle of Least Privilege: Grant only the minimum permissions necessary for users to perform their tasks
2. Use Groups: Assign roles to groups rather than individual users for easier management
3. Clear Naming: Use descriptive role names that indicate their purpose (e.g., “QA Lead”, “Project Viewer”)
4. Document Roles: Add descriptions to roles explaining their purpose and when to use them
5. Regular Audits: Periodically review role permissions and assignments
6. Test Roles: Create test users with new roles to verify permissions before assigning to team members
7. Project-Specific Roles: Use project roles for project-specific permissions rather than workspace roles

#Use Cases

Creating a QA Lead Role:

• Create a workspace role with permissions to manage test cases, test runs, and defects
• Assign it to QA team leads
• Allows them to oversee testing activities without full administrative access

Creating a Viewer Role:

• Create a workspace role with only View permissions
• Assign it to stakeholders who need to see progress but not make changes
• Provides read-only access to all workspace resources

Creating a Project-Specific Tester Role:

• Create a project role with permissions to create and update test cases and test runs
• Assign it to specific projects only
• Allows testers to work on assigned projects without access to others

Restricting Project Access:

• Create project roles with “Selected Projects” scope
• Assign different roles to different projects
• Ensures users only have access to projects they’re working on

#Next Steps

• Learn about Users and Groups to assign roles to team members
• Explore Project Management to understand project-level permissions
• Read about Workspace Settings for advanced configuration options