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How to set up Roles & Permissions in QA Touch?

In this article

This blog guides users on how to set up roles and permissions for their team members in QA Touch.

The Importance of Setting up Roles and Permissions

Any IT firm or an organization with a technical team has a combination of Team Leads, Managers, Senior Testers & Testers. As such, the user roles & permissions for the Test Management tool depends on the hierarchy. It’s a known fact that a good test case and team management heavily relies on security, and for these reasons, the Team Leads and Managers hold complete access while the testers are given a restricted access.

Likewise, QA Touch‘s Test Management tool allows user to set up roles and permissions based on an organization’s need.

How To Set up Roles and Permissions?

For setting up Roles and Permissions, the below steps need to be followed:

Step 1: Click Administration & Go To Roles Management link. Check the snapshot shared below.

Administration_Roles_management_reference

Step 2. In the result page, Click – Add Role.

Click_Add_role_button

Step 3 : User can Add Role here. For example, add a role as Tester Role and configure the required permissions and click Save.

Step 4:  After you save the action made, the newly created role will be listed as shown below.

Newly_created_role_available

Step 5: Click “Quick” button in Projects Dashboard

Quick_access_menu_from_projects overview
Step 6:  Select Users & Roles in Quick menu.

Users_roles
Step 7:  Assign Users & Roles in the Project

Select_user_roles and permissions
Step 8: Click Save.

Step 9: Access Quick Menu & Click menu drop down.

View assignees_menu
Step 10:  Click View Assignee of the project from Quick Menu drop down and you will be able to see the assignee of the project.

View_assignees  

Hope the procedure turned out to be useful. A ton of know-how articles like this are down the pipeline and do stay subscribed to get notified about those.

Drop us a line, and we’d be happy to keep on improving QA touch with your suggestions and feedback.

Picture of Bhavani R

Bhavani R

Bhavani is the Director of Product Management at QA Touch and a seasoned leader in product management. With certifications as a Scrum Product Owner, Digital Product Manager, and Software Test Manager, Bhavani brings a wealth of expertise to her role. She also holds a Six Sigma Green Belt and has been a featured speaker at the Guild 2018 Conference. Her passion extends beyond product management to testing, blogging, reading, and cooking, making her a well-rounded leader with a keen eye for both technical and creative pursuits.

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