Every person using Test Plans has a role, which comes with specific responsibilities and access privileges.
Each user has an overall role that defines what they can do in Test Plans. In addition, users can be assigned a participant role on a specific test plan which grants them more responsibility on that specific test plan.
Permissions in Test Plans are provided to each user by assigning them a role in the Field directory. These permissions apply across all test plans in the user's organization.
There are four Test Plan roles:
The table below shows which permissions (or actions) are available for each role.
View Test Plans |
View event log |
Export Test Plans |
Create/Edit Test Plan | Delete Draft Test Plan | Activate Test Plan |
Edit Test Plan (after Activation) |
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Observer | ✓ | ✓ | ✓ | ||||
Contributor | ✓ | ✓ | ✓ | ✓ | ✓ | ||
Associate | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Administrator | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
The table below shows which Project Settings permissions (or actions) are available for each role.
Notification Settings | Create/Edit Template | Create/Edit Categories and Reviewer Actions | View Import Logs | Share Test Plans and Templates | Publish Template | |
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Observer | ✓ | |||||
Contributor | ✓ | |||||
Associate | ✓ | ✓ | ✓ | ✓ | ✓ | |
Administrator | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
You must be a Field Admin to access this screen. You can only assign a role that is equal to or below your role. By default, a newly added user is assigned the Observer role.
You must be a Field Project Admin or Inspector Admin to access this screen. In addition, you'll also need be a Test Plan Administrator or Associate to edit roles in this screen.
You can only assign a role that is equal to or below your role. By default, a newly added user is assigned the Associate role.
You can manage permissions granularly on specific test plans. To achieve this, each Test Plan has its own set of participant roles. These are configured in the template and allows users to be assigned separate permissions to work on a specific Test Plan.
For example, a user who is assigned the Test Plan Role of Observer, can be made an Approver in a specific Test Plan. This means the user can manage that specific test plan even though they are set as an Observer for Test Plans.
The four participant roles are:
The table below shows which permissions (or actions) on a specific Test Plan are available for each Participant Role.
Start Activity | Add Records | Mark Activity for Review | Review Activity | Override Hold Points | Mark Activity Complete | Reopen Activity | Submit Test Plan | Close Test Plan | Reopen Test Plan | |
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Assignee | ✓ | ✓ | ✓ | |||||||
Reviewer | ✓ | ✓ | ||||||||
Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||
Approver | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
The participant role can be assigned to an individual user, or to an organization.
If an organization is named as a participant, then the permissions each user has on that test plan is based on their Test Plan role. Note: The organization that created the test plan is granted specific permissions.
The table below shows the actions available to a user based on the Participant Role assigned to their organization and their assigned Test Plan Role.
For example, if your organization was assigned as a Reviewer in a test plan, and your Test Plan Role is Associate, that means you can Add Records and Review Activity in that Test Plan. However if your organization created the test plan, you could perform all actions except close and reopen the test plan.
My Test Plan role is Contributor | My Test Plan role is Associate | My Test Plan role is Administrator | |
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My organization is the Assignee |
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My organization is the Reviewer |
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My organization is the Manager |
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My organization is the Approver |
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My organization created the Test Plan |
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If you've been assigned a role on a Test Plan, you can assign that responsibility for that specific activity to someone else in your organization.
Depending on your role, you may be able reassign other activities in the test plan. Your Test Plan role determines if you can reassign activities to other organizations.