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.
Add or Edit a User Role
To add or edit a user role:
- Click Settings.
- Click the User Management tab.
- Click Manage Roles and Permissions.
The Roles and Permissions pop up opens. - Add or edit a User Role:
Manage Role Permissions
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:
- Click Settings.
- Click the User Management tab.
- Click Manage Roles and Permissions.
- Click a Role in the left-hand panel.
- Click to open permissions folders
in the right-hand panel.
- Click to select the blue checkboxes on the left of the permissions folders to assign permissions to the User Role.
Click the blue checkbox next to the permission folder to assign or remove all permissions from that folder at once.
- Click Save.
Delete a Role
To delete a Role:
- Click Settings.
- Click the User Management tab.
- Click Manage Roles and Permissions.
- Click the red cross next to the Role.
Full List of Available Permissions
Defects
Defects View: Allows users to view the Defects
page. Users without the permission will see an error message.
Defects Create: Allows users to click + Add defect on the Defects page and add a new Defect.
Defects Update: Allows users to click the blue-linked Defect ID or Name on the Defects page and edit a Defect.
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.
Defects Duplicate: Allows users to duplicate Defects on the Defects page by selecting Duplicate from the right-hand menu.
Defects Bulk Update: Allow users to bulk update Defects on the Defects page by clicking the Bulk Update button.
Attachments
Attachments View / Download: Allows users to download attachments in the areas of Plutora Test that they have permission to use.
Attachments Access: Allows users to view attachments in the areas of Plutora Test that they have permission to use.
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.
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.
Comments
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.
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.
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.
Email Templates
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.
Email Templates Create: Allows users to add an email template in Email Templates Customization:
Settings > Customization tab > Email Notifications > Email Templates
Email Templates Update: Allows users to edit an email template in Email Templates Customization:
Settings > Customization tab > Email Notifications > Email Templates
Email Templates Delete: Allows users to delete an email template in Email Templates Customization:
Settings > Customization tab > Email Notifications > Email Templates
Releases
Releases View: Allows users to view Projects Settings page:
Settings > Projects/Release tab
Users without the permission will see an error message.
Releases Create: Allows users to add a Release in Projects Settings:
Settings > Projects/Release tab
Releases Update: Allows users to edit a Release in Projects Settings:
Settings > Projects/Release tab
Releases Delete: Allows users to delete a Release in Projects Settings:
Settings > Projects/Release tab
Organization
Organization Create: Allows users to add an Organization in Organization Structure:
Settings > Organization Structure tab
Organization Update: Allows users to edit an Organization in Organization Structure:
Settings > Organization Structure tab
Organization View: Allows users to view the Organization Structure page:
Settings > Organization Structure tab
Users without the permission will see an error message.
Organization Delete: Allows users to delete an Organization in Organization Structure:
Settings > Organization Structure tab
Leaderboards
Leaderboards View: Allows users to view the Leaderboards
page. Users without the permission will see an error message.
Requirement
Requirement Create: Allows users to click + New Requirement on the Requirements
page and add a new Requirement.
Requirement Update: Allows users click the blue-linked Requirement Name on the Requirements
page and edit a Requirement.
Requirement View: Allows users to view the Requirements
page. Users without the permission will see an error message.
Requirement Delete: Allows users to delete a Requirement from the 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.
Requirement Create – Bulk Upload: Allows users to bulk upload Requirements on the Requirements
page by clicking the Bulk Upload button.
Requirement Bulk Update: Allow users to bulk update Requirements on the Requirements page by clicking the Bulk Update button.
Test Case
Test Case View: Allows users to view the Test Case area of the Test Designer
page. Users without the permission will see an error message.
Test Case Update: Allows users to edit a Test Case in the Test Designer
page by clicking the pencil icon.
Test Case Delete: Allows users to delete a Test case in the Test Designer
page by clicking the black X.
Test Case Create: Allows users to add a Test case in the Test Designer
page by clicking + Add New.
Test Case Execution View: Allow users to view the Test Execution
page. Users without the permission will see an error message.
Test Case Execution Execute: Allows users to execute Test Cases on the Test Execution
page by clicking the Run new Test button.
Test Case Execution Create – Bulk Upload: Allows users to bulk upload Test Cases on the Test Designer
page by clicking the Bulk Upload button.
Test Case – Bulk Update: Allow users to bulk update Test Cases on the Test Designer
page by clicking the Bulk Update button.
Test Design
Test Design View: Allows users to view the Test Designer
page. Users without the permission will see an error message.
Test Plan
Test Plan Create: Allows users to add a Test Plan in the Test Plan
page by clicking the + New Test Plan button.
Test Plan Update: Allows users to edit a Test Plan in the Test Plan
page by clicking the blue-linked ID or Name.
Test Plan View: Allows users to view the Test Plan
page. Users without the permission will see an error message.
Test Plan Delete: Allows users to delete a Test Plan in the Test Plan
page.
Reports Analytics Manager
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.
Analytics Analyst: Allows users to create workbooks in the folders that have been created for them by the Analytics Admin.
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).
Users
Users View: Allows users to view the User Management tab in Settings:
Settings > User Management tab
Users Create: Allows users to add a new user in User Management:
Settings > User Management tab > Add New User button
Users Update: Allows users to edit a user in User Management:
Settings > User Management tab > Click a user’s name
Users Delete: Allows users to delete a user in User Management:
Settings > User Management tab > Click a user’s name > Click Delete This Account
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
User Groups
User Groups View: Allows users to view User Groups in User Management:
Settings > User Management tab > Click Manage Groups
User Groups Create: Allows users to create User Groups in User Management:
Settings > User Management tab > Click Manage Groups > Click Add new Group
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
User Groups Delete: Allows users to delete User Groups in User Management:
Settings > User Management tab > Click Manage Groups > Click the red X.
User Roles
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
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
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
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.
Custom Fields
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
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
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
Custom Fields Delete: Allows users to delete custom fields in Customization:
Settings > Customization tab > Requirements > Custom Fields > Click a blue cross
Settings > Customization tab > Test Designer > Custom Fields > Click a blue cross
Settings > Customization tab > Defects > Custom Fields > Click a blue cross
Custom Scripts
Custom Scripts Create: Allows users to create custom javascript settings at:
Settings > Customization > Custom Javascript
Custom Scripts Update: Allows users to update custom javascript settings at:
Settings > Customization > Custom Javascript
Custom Scripts View: Allows users to view custom javascript settings at:
Settings > Customization > Custom Javascript
Custom Scripts Delete: Allows users to delete custom javascript settings at:
Settings > Customization > Custom Javascript
Project Admin
Project Administration: Allows users to add and edit Projects:
Settings > Projects
Integrations
Enable/Disable APIs: Allows users to enable and disable the API and generate new keys:
Settings > Integrations > Plutora Test API
Settings
Update Plutora/Plutora Test Localization Settings: Allows users to update Plutora Test localization settings at:
Settings > Customization > Site Settings
> Localization