#How to Create Roles - Workspace & Project Roles

You can create new custom roles if you have the appropriate permissions. The process differs slightly for workspace and project roles.

#Creating Workspace Roles

#To create a workspace role:

1. On the Roles page, click the “Create Role” button in the header.

2. Select “New workspace role” from the dropdown menu.

3. A modal “Create New Workspace Role” will appear. Fill in the following sections:

   Role Information:

   • Role Name: Enter a descriptive name for the role (e.g., “QA Lead”, “Project Manager”, “Viewer”). This field is required.
   • Role Description: (Optional) Add a brief description explaining the role’s purpose and responsibilities.

   Permissions:

   • A permissions table displays all available workspace permissions
   • Permissions are organized by category (e.g., Users, Groups, Projects, Settings)
   • Each permission has four action types:
     • View (yellow): Read-only access
     • Create (green): Ability to create new items
     • Update (blue): Ability to modify existing items
     • Delete (red): Ability to remove items
   • Use the switches to enable/disable specific permissions
   • Use the “All or None” checkboxes at the top to quickly select/deselect all permissions of a specific type
   • Note: Granting Create, Update, or Delete permissions automatically grants View permission for that category

4. Click “Create Role” to create the role.

5. As a result, the new role is created and appears in the roles list.

#Creating Project Roles

#To create a project role:

1. On the Roles page, click the “Create Role” button in the header.

2. Select “New project role” from the dropdown menu.

3. A modal “Create New Project Role” will appear. Fill in the following sections:

   Role Information:

   • Role Name: Enter a descriptive name for the role (e.g., “Test Lead”, “Tester”, “Reviewer”). This field is required.
   • Role Description: (Optional) Add a brief description explaining the role’s purpose.

   Project Selection:

   • Choose the project scope:
     • All Projects: The role applies to all projects in the workspace
     • Selected Projects: The role applies only to specific projects
   • If “Selected Projects” is chosen, use the multi-select dropdown to choose which projects the role applies to
   • You can search for projects by name

   Permissions:

   • A permissions table displays all available project permissions
   • Permissions are organized by category (e.g., Test Cases, Test Runs, Defects, Requirements)
   • Each permission has four action types (View, Create, Update, Delete)
   • Use the switches to enable/disable specific permissions
   • Use the “All or None” checkboxes to quickly select/deselect all permissions of a specific type

4. Click “Create Role” to create the role.

5. As a result, the new role is created and appears in the roles list.

#Best Practices for Role Creation

1. Use Descriptive Names: Name roles based on their purpose (e.g., “QA Lead”, “Project Viewer”)
2. Add Descriptions: Include descriptions explaining the role’s purpose
3. Principle of Least Privilege: Grant only the minimum permissions necessary
4. Test Roles: Create test users with new roles to verify permissions before assigning to team members
5. Document Purpose: Use descriptions to document when and why to use each role