Roles and permissions

Add or Edit Roles

To define or edit roles, navigate to User Management and select Roles on the left-hand side. You can then add, copy, change or delete roles.

To change a role, select it from the list or type its name in the search bar. You can then set or remove permissions. Some of these can be enabled as Assigned or Owned. If you select Assigned, the user is allowed to change the items they are assigned to. If you select Owned, the user is allowed to change items that they have created.

For example, if you define a Developer role for users who should only be able to edit defects that are assigned to them, you would select Assigned in Defect Management - Edit Items and Delete Items.

The option 'Permissions from Licence' allows you to define a role based on a specific licence, if required. This allows you to analyse whether a set of permissions fits a particular licence.

Permission Overview

Below is an overview of the permissions you can set and a brief description.

Section

Permission Name

Description

Requirement management

In this section you can set permissions regarding requirements

View

In this section you can set permissions regarding the view

View items

Allows the user to open requirements

View UML

Allows the user to open UMLs (in the rich client)

Generate test cases from UML

Allows the user to automatically generate test cases from an UML (in the rich client)

Use discussions

Allows the user to see the discussion area and add texts there

Export to Word

Allows the user to export requirements to a Word document (in the rich client)

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new requirements

Create UML

Allows the user to create new UMLs (in the rich client)

Create comments

Allows the user to create comments in the description of the requirement

Import from Word

Allows the user to import requirements from word (in the rich client)

Edit

In this section you can set permissions regarding editing

Edit state

Allows the user to change the status of a requirement

Edit fields

Allows the user to edit fields in the metadata

Edit description

Allows the user to edit the description of a requirement

Edit comments

Allows the user to edit existing comments

Edit UML

Allows the user to change existing UMLs (in the rich client)

Import from Word

Allows to import a description from a Word-File (in the rich client)

Batch edit items

Allows to batch change requirements

Delete

In this section you can set permissions regarding deletion

Delete items

Allows the user to delete requirements

Move

In this section you can set permissions regarding moving items

Move requirements in project

Allows the user to move requirements within one project

Move requirements between projects

Allows the user to move requirements between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

Defect Management

In this section you can set permissions regarding defects

View

In this section you can set permissions regarding requirements

View items

Allows the user to open defects

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new defects

Edit

In this section you can set permissions regarding editing defects

Edit items

Allows the user to change defects

Edit enclosures

Allows the user to add or change enclosures

Batch edit items

Allows to batch change defects

Delete

In this section you can set permissions regarding deletion of defects

Delete items

Allows the user to delete defects

Delete enclosures

Allows the user to delete enclosures of defects

Move

In this section you can set permissions regarding moving defects

Move defects in project

Allows the user to move defects within one project

Move defects between projects

Allows the user to move defects between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

Test case management

In this section you can set permissions regarding test cases

View

In this section you can set permissions regarding the view

View items

Allows the user to open test cases

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new test case

Use variable manager

Allows the user to parameterize tests using the variable manager

Nesting test cases

Allows the user to nest a test case within a test step

Test automation

Allows the user to use the automation tab to add new scripts

Edit

In this section you can set permissions regarding editing

Edit status

Allows the user to change the status of a test cases

Edit fields & description

Allows the user to edit fields in the metadata and the description

Edit test steps

Allows the user to use the step designer

Use variable manager

Allows the user to change variables in variable manager

Nesting test cases

Allows the user to change nested test cases

Test automation

Allows the user to change test scripts in test steps

Batch edit items

Allows to batch change test cases

Delete

In this section you can set permissions regarding deletion

Delete items

Allows the user to delete test cases

Move

In this section you can set permissions regarding moving test cases

Move test cases in project

Allows the user to move test cases within one project

Move test cases between projects

Allows the user to move test cases between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

Test scenario management

In this section you can set permissions regarding test scenarios

View

In this section you can set permissions regarding the view

View items

Allows the user to open test scenarios

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new test scenarios

Edit

In this section you can set permissions regarding editing

Edit items

Allows the user to change test scenarios

Batch edit items

Allows to batch change test scenarios

Delete items

Allows the user to delete test scenarios

Move

In this section you can set permissions regarding moving test scenarios

Move test scenarios in project

Allows the user to move test scenarios within one project

Move test scenarios between projects

Allows the user to move test scenarios between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

Test execution

In this section you can set permissions regarding test execution

Test Case

In this section you can set permissions regarding test case executions

Execute tests manually

Allows the user to manually execute test cases

Execute automated tests

Allows the user to execute test cases which contain an automation

Test Scenario

In this section you can set permissions regarding test scenario executions

Execute test scenarios manually

Allows the user to manually execute test scenarios

Execute automated test scenarios

Allows the user to execute test scenarios which contain an automation

Schedule executions

Allows the user to set up schedules for regularly executed test scenarios

Execution status

In this section you can set permissions for the execution status

Finalize test executions

Allows the user to finalize an execution

Set relevance of test executions

Allows the user to mark and unmark executions as (ir)relevant

Automation script management

In this section you can set permissions regarding test automation scripts (in the rich client)

View

In this section you can set permissions regarding the view

View items

Allows the user to open scripts

Create

In this section you can set permissions regarding creation

Create items

Allows the user to create new scripts

Edit

In this section you can set permissions regarding editing scripts

Edit items

Allows the user to edit scripts

Batch edit items

Allows to batch change scripts

Delete items

Allows the user to delete scripts

Move

In this section you can set permissions regarding moving scripts

Move scripts in project

Allows the user to move scripts within one project

Move scripts between projects

Allows the user to move scripts between different projects

Dependencies

In this section you can set permissions regarding dependencies

Create dependencies

Allows to create new dependencies

Delete dependencies

Allows to delete existing dependencies

General

In this section you can set permissions regarding various topics

Views

In this section you can set permissions regarding filtered views

Publish views in project gallery

Allows the user to publish views (including filter, sorting etc.) in the project gallery

Edit public views in project gallery

Allows the user to edit public views (including filter, sorting etc.) in the project gallery

Project configuration

In this section you can set permissions regarding the project configuration

Edit project tree

Allows the user to add, delete and edit folders and sub folders of a project

Configure project

Allows the user to add new projects and change the project configuration

Configure user assignments

Allows the user to assign users to his projects and see, edit and delete all users in his own projects and assign licenses

Configure sub template

Allows the user to configure the sub template of a project (in the rich client)

View all users

Allows the user to see all other users and create, edit or delete users and assign projects and licenses

Notifications

In this section you can set permissions regarding notifications

Configure & receive notifications

Allows the user to configure notifications and receive them

Mind Map

In this section you can set permissions regarding Mind Maps (in the rich client)

View Mind Map

Allows the user to see Mind Maps

Use Mind Map

Allows the user to edit and create Mind Maps

Attachments

In this section you can set permissions regarding attachments

View & open attachments

Allows the user to see attached files

Add attachments

Allows the user to add files

Delete attachments

Allows the user to delete attachments

Export and import

In this section you can set permissions regarding import & export of items

Export items

Allows to export items

Import items

Allows to import items

Project Planner

In this section you can set permissions regarding the project planner (in the rich client)

View items

Allows the user to see project plans

Report work

Allows the user to report work on items in the project plan

Create / edit / delete items

Allows the user to create / edit / delete items in the project plan

Show earned value analysis

Allows the user to see the earned value analysis of a project plan

Dashboard

In this section you can set permissions regarding the dashboard

View dashboard

Allows the user to see the dashboard

Edit dashboard

Allows the user to add new charts or change visible charts

Publish charts

Allows the user to save charts in the chart gallery

Edit public charts

Allows the user to change saved charts

Agile

In this section you can set permissions regarding Agile planning (in the rich client)