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.

Add or Edit a User Role

To add or edit a user role:

1. Click 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.
         
      2. Type a Role Name. (Mandatory field.)
         
      3. Type a Role Description. (Mandatory field.)
      4. Click Save 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:

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

Delete a Role

To delete a Role:

1. Click Settings.
   
2. Click the User Management tab.
   
3. Click Manage Roles and Permissions.
   
4. Click the red cross next to the Role. 
   
   
   Roles with an i  are system defined and cannot be deleted.

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 Planpage by clicking the + New Test Plan button.

 Test Plan Update: Allows users to edit a Test Plan in the Test Planpage 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 Planpage.

 Reports Analytics Manager

 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