Manage User Roles And Permissions In Plutora Test

Permissions give users privileges, such as access to pages. Permissions are assigned to user roles. Users receive permissions when they are assigned to a user role.

When a permission is toggled off for a user role, users with that role will notice that the buttons, links and tabs associated with that permission are read-only, missing, or grayed out.

To add or edit a user role:

  1. Click Settings.
    Settings
  2. Click the User Management tab.
  3. Click Manage Roles and Permissions.

    The Roles and Permissions pop up opens.
  4. Add or edit a User Role:
    1. Add a User Role:
      1. Click + New Role.
      2. Type a New Role Name. (Mandatory field.)
      3. Type a New Role Description. (Mandatory field.)
      4. Click Create New Role.
    2. Edit a User Role:
      1. Click an edit pencil.Stryka Pencil
      2. Type a Role Name. (Mandatory field.)
      3. Type a Role Description. (Mandatory field.)
      4. Click Save Role.

Once you have created a User Role, you can edit it and start adding permissions.

Permissions are assigned to User Roles, then User Roles are assigned to Users.

To assign permissions to roles:

  1. Click Settings.
    Settings
  2. Click the User Management tab.
  3. Click Manage Roles and Permissions.
  4. Click a Role in the left-hand panel.
  5. Click to open permissions foldersYellow key permissions folder in the right-hand panel.
  6. Click to select the blue checkboxes on the left of the permissions folders to assign permissions to the User Role. Blue Stryka permission checkbox

    Click the blue checkbox next to the permission folder to assign or remove all permissions from that folder at once.

  7. Click Save.

To delete a Role:

  1. Click Settings.
    Settings
  2. Click the User Management tab.
  3. Click Manage Roles and Permissions.
  4. Click the red cross next to the Role. Red Cross Stryka

    Roles with an  are system defined and cannot be deleted.

Yellow key permissions folder Defects

Binoculars icon from Stryka Roles and Permissions Defects View: Allows users to view the DefectsDefects page. Users without the permission will see an error message.

Binoculars icon from Stryka Roles and Permissions Defects Create: Allows users to click + Add defect on the Defects page and add a new Defect.

Binoculars icon from Stryka Roles and Permissions Defects Update: Allows users to click the blue-linked Defect ID or Name on the Defects page and edit a Defect.

Binoculars icon from Stryka Roles and Permissions Defects Delete: Allows users to delete a Defect from the Defects page by selecting Delete from the right-hand menu or by clicking the blue-linked Defect ID or Name on the Defects page and then clicking the red trash bin icon. Defect Delete

Binoculars icon from Stryka Roles and Permissions Defects Duplicate: Allows users to duplicate Defects on the Defects page by selecting Duplicate from the right-hand menu.

Binoculars icon from Stryka Roles and Permissions Defects Bulk Update: Allow users to bulk update Defects on the Defects page by clicking the Bulk Update button.

Yellow key permissions folder Attachments

Binoculars icon from Stryka Roles and Permissions Attachments View / Download: Allows users to download attachments in the areas of Plutora Test that they have permission to use.

Binoculars icon from Stryka Roles and Permissions Attachments Access: Allows users to view attachments in the areas of Plutora Test that they have permission to use.

Binoculars icon from Stryka Roles and Permissions Attachments Create: Allows users to add attachments in the areas of Plutora Test that they have permission to use. For example, to add Defects attachments, users need  the Attachments Create AND the Defects View user permissions.

Binoculars icon from Stryka Roles and Permissions Attachments Delete: Allows users to delete attachments in the areas of Plutora Test that they have permission to use. For example, to delete Defects attachments, users need  the Attachments Delete AND the Defects View user permissions.

Yellow key permissions folder Comments

Binoculars icon from Stryka Roles and Permissions Comments View: Allows users to view comments in the areas of Plutora Test that they have permission to use. For example, to view Defect comments, users need the Comments View AND the Defects View user permissions.

Binoculars icon from Stryka Roles and Permissions Comments Create: Allows users to add comments in the areas of Plutora Test that they have permission to use. For example, to add Defect comments, users need the Comments Create AND the Defects View user permissions.

Binoculars icon from Stryka Roles and Permissions Comments Update: Allows users to update comments in the areas of Plutora Test that they have permission to use. For example, to edit Defect comments, users need the Comments Update AND the Defects View user permissions.

Yellow key permissions folder Email Templates

Binoculars icon from Stryka Roles and Permissions Email Templates View: Allows users to view Email Templates Customization page:
Settings > Customization tab > Email Notifications > Email Templates
Users without the permission will see an error message.

Binoculars icon from Stryka Roles and Permissions Email Templates Create: Allows users to add an email template in Email Templates Customization:
Settings > Customization tab > Email Notifications > Email Templates

Binoculars icon from Stryka Roles and Permissions Email Templates Update: Allows users to edit an email template in Email Templates Customization:
Settings > Customization tab > Email Notifications > Email Templates

Binoculars icon from Stryka Roles and Permissions Email Templates Delete: Allows users to delete an email template in Email Templates Customization:
Settings > Customization tab > Email Notifications > Email Templates

Yellow key permissions folder Releases

Binoculars icon from Stryka Roles and Permissions Releases View: Allows users to view Projects Settings page:
Settings > Projects/Release tab
Users without the permission will see an error message.

Binoculars icon from Stryka Roles and Permissions Releases Create: Allows users to add a Release in Projects Settings:
Settings > Projects/Release tab

Binoculars icon from Stryka Roles and Permissions Releases Update: Allows users to edit a Release in Projects Settings:
Settings > Projects/Release tab

Binoculars icon from Stryka Roles and Permissions Releases Delete: Allows users to delete a Release in Projects Settings:
Settings > Projects/Release tab  

Yellow key permissions folder Organization

Binoculars icon from Stryka Roles and Permissions Organization Create: Allows users to add an Organization in Organization Structure:
Settings > Organization Structure tab

Binoculars icon from Stryka Roles and Permissions Organization Update: Allows users to edit an Organization in Organization Structure:
Settings > Organization Structure tab

Binoculars icon from Stryka Roles and Permissions Organization View: Allows users to view the Organization Structure page:
Settings > Organization Structure tab
Users without the permission will see an error message.

Binoculars icon from Stryka Roles and Permissions Organization Delete: Allows users to delete an Organization in Organization Structure:
Settings > Organization Structure tab

Yellow key permissions folder Leaderboards

Binoculars icon from Stryka Roles and Permissions Leaderboards View: Allows users to view the Leaderboards Quality Leaderboard page. Users without the permission will see an error message.

This feature is currently hidden.

Yellow key permissions folder Requirement

Binoculars icon from Stryka Roles and Permissions Requirement Create: Allows users to click + New Requirement on the Requirements Requirements  page and add a new Requirement.

Binoculars icon from Stryka Roles and Permissions Requirement Update: Allows users click the blue-linked Requirement Name on the Requirements Requirements  page and edit a Requirement.

Binoculars icon from Stryka Roles and Permissions Requirement View: Allows users to view the Requirements Requirements page. Users without the permission will see an error message.

Binoculars icon from Stryka Roles and Permissions Requirement Delete: Allows users to delete a Requirement from the Requirements Requirements page by selecting Delete from the right-hand Action menu or by clicking the blue-linked Requirement Name and clicking the red trash bin icon. Defect Delete

Binoculars icon from Stryka Roles and Permissions Requirement Create – Bulk Upload: Allows users to bulk upload Requirements on the Requirements Requirements page by clicking the Bulk Upload button.

Binoculars icon from Stryka Roles and Permissions Requirement Bulk Update: Allow users to bulk update Requirements on the Requirements page by clicking the Bulk Update button.

Yellow key permissions folder Test Case

Binoculars icon from Stryka Roles and Permissions Test Case View: Allows users to view the Test Case area of the Test Designer Test Designerpage. Users without the permission will see an error message.

Binoculars icon from Stryka Roles and Permissions Test Case Update: Allows users to edit a Test Case in the Test Designer Test Designerpage by clicking the pencil icon. pencil icon

Binoculars icon from Stryka Roles and Permissions Test Case Delete: Allows users to delete a Test case in the Test Designer Test Designerpage by clicking the black X.

Binoculars icon from Stryka Roles and Permissions Test Case Create: Allows users to add a Test case in the Test Designer Test Designerpage by clicking + Add New.

Binoculars icon from Stryka Roles and Permissions Test Case Execution View: Allow users to view the Test Execution Test Execution page. Users without the permission will see an error message.

Binoculars icon from Stryka Roles and Permissions Test Case Execution Execute: Allows users to execute Test Cases on the Test Execution Test Execution page by clicking the Run new Test button.

Binoculars icon from Stryka Roles and Permissions Test Case Execution Create – Bulk Upload: Allows users to bulk upload Test Cases on the Test Designer Test Designer page by clicking the Bulk Upload button.

Binoculars icon from Stryka Roles and Permissions Test Case – Bulk Update: Allow users to bulk update Test Cases on the Test Designer Test Designer page by clicking the Bulk Update button.

Yellow key permissions folder Test Design

Binoculars icon from Stryka Roles and Permissions Test Design View: Allows users to view the Test Designer Test Designerpage. Users without the permission will see an error message.

Yellow key permissions folder Test Plan

Binoculars icon from Stryka Roles and Permissions Test Plan Create: Allows users to add a Test Plan in the Test PlanTest Planpage by clicking the + New Test Plan button.

Binoculars icon from Stryka Roles and Permissions Test Plan Update: Allows users to edit a Test Plan in the Test PlanTest Planpage by clicking the blue-linked ID or Name.

Binoculars icon from Stryka Roles and Permissions Test Plan View: Allows users to view the Test PlanTest Plan page. Users without the permission will see an error message.

Binoculars icon from Stryka Roles and Permissions Test Plan Delete: Allows users to delete a Test Plan in the Test PlanTest Planpage.

Yellow key permissions folder Reports Analytics Manager

Binoculars icon from Stryka Roles and Permissions Analytics Viewer: Allows users to only view and export the Plutora-created reports in Plutora Analytics that they have permission to view. Users cannot create projects or edit reports.

Binoculars icon from Stryka Roles and Permissions Analytics Analyst: Allows users to create workbooks in the folders that have been created for them by the Analytics Admin.

Binoculars icon from Stryka Roles and Permissions Analytics Admin: Gives users the same priviledges as Analytics Analyst, plus the ability to create folders under the Shared Workbooks Project, and access to add, edit, and delete those folders and their contents. They cannot delete or rename Plutora-created projects (folders).

Yellow key permissions folder Users

Binoculars icon from Stryka Roles and Permissions Users View: Allows users to view the User Management tab in Settings:
Settings > User Management tab 

Binoculars icon from Stryka Roles and Permissions Users Create: Allows users to add a new user in User Management:
Settings > User Management tab > Add New User button

Binoculars icon from Stryka Roles and Permissions Users Update: Allows users to edit a user in User Management:
Settings > User Management tab > Click a user’s name

Binoculars icon from Stryka Roles and Permissions Users Delete: Allows users to delete a user in User Management:
Settings > User Management tab > Click a user’s name > Click Delete This Account

Binoculars icon from Stryka Roles and Permissions User Update Roles: Allow users to update the User Roles belonging to a user:
Settings > User Management tab > Click a user’s name > Select a User Role

Yellow key permissions folder User Groups

Binoculars icon from Stryka Roles and Permissions User Groups View: Allows users to view User Groups in User Management:
Settings > User Management tab > Click Manage Groups

Binoculars icon from Stryka Roles and Permissions User Groups Create: Allows users to create User Groups in User Management:
Settings > User Management tab > Click Manage Groups > Click Add new Group

Binoculars icon from Stryka Roles and Permissions User Groups Update: Allows users to update User Groups in User Management:
Settings > User Management tab > Click Manage Groups > Click the pencil icon next to a group

Binoculars icon from Stryka Roles and Permissions User Groups Delete: Allows users to delete User Groups in User Management:
Settings > User Management tab > Click Manage Groups > Click the red X.

Yellow key permissions folder User Roles

Binoculars icon from Stryka Roles and Permissions User Roles Create: Allows users to create User Roles in User Management:
Settings > User Management tab > Click Manage Roles and Permissions > Click Add new Role

Binoculars icon from Stryka Roles and Permissions User Roles View: Allows users to view the User Roles pop up. Users without the permission will see an error message.
Settings > User Management tab > Click Manage Roles and Permissions

Binoculars icon from Stryka Roles and Permissions User Roles Update: Allows users to update User Roles in User Management:
Settings > User Management tab > Click Manage Roles and Permissions > Click the pencil icon next to a role

Binoculars icon from Stryka Roles and Permissions User Roles Delete: Allows users to delete User Roles in User Management:
Settings > User Management tab > Click Manage Roles and Permissions > Click the red X next to a role.

Yellow key permissions folder Custom Fields

Binoculars icon from Stryka Roles and Permissions Custom Fields Create: Allows users to create custom fields in Customization:
Settings > Customization tab > Requirements > Custom Fields > Add New Field
Settings > Customization tab > Test Designer > Custom Fields > Add New Field
Settings > Customization tab > Defects > Custom Fields > Add New Field

Binoculars icon from Stryka Roles and Permissions Custom Fields Update: Allows users to update custom fields in Customization:
Settings > Customization tab > Requirements > Custom Fields > Click a Field Name
Settings > Customization tab > Test Designer > Custom Fields > Click a Field Name
Settings > Customization tab > Defects > Custom Fields > Click a Field Name

Binoculars icon from Stryka Roles and Permissions Custom Fields View: Allows users to view the custom fields in Customizations. Users without the permission will see an error message.
Settings > Customization tab > Requirements > Custom Fields
Settings > Customization tab > Test Designer > Custom Fields
Settings > Customization tab > Defects > Custom Fields

Binoculars icon from Stryka Roles and Permissions Custom Fields Delete: Allows users to delete custom fields in Customization:
Settings > Customization tab > Requirements > Custom Fields > Click a blue cross Blue cross
Settings > Customization tab > Test Designer > Custom Fields > Click a blue cross Blue cross
Settings > Customization tab > Defects > Custom Fields > Click a blue cross Blue cross

Yellow key permissions folder Custom Scripts

Binoculars icon from Stryka Roles and Permissions Custom Scripts Create: Allows users to create custom javascript settings at:
Settings > Customization > Custom Javascript 

Binoculars icon from Stryka Roles and Permissions Custom Scripts Update: Allows users to update custom javascript settings at:
Settings > Customization > Custom Javascript

Binoculars icon from Stryka Roles and Permissions Custom Scripts View: Allows users to view custom javascript settings at:
Settings > Customization > Custom Javascript

Binoculars icon from Stryka Roles and Permissions Custom Scripts Delete: Allows users to delete custom javascript settings at:
Settings > Customization > Custom Javascript

Yellow key permissions folder Project Admin

Binoculars icon from Stryka Roles and Permissions Project Administration: Allows users to add and edit Projects:
Settings > Projects

Yellow key permissions folder Integrations

Binoculars icon from Stryka Roles and Permissions Enable/Disable APIs: Allows users to enable and disable the API and generate new keys:
Settings > Integrations > Plutora Test API

Yellow key permissions folder Settings

Binoculars icon from Stryka Roles and Permissions Update Plutora/Plutora Test Localization Settings: Allows users to update Plutora Test localization settings at:
Settings > Customization > Site Settings > Localization

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