Team Management

Manage your organization's users, roles, and access permissions.

User Management

Viewing Team Members

Navigate to Platform > Team Management:

Column	Description
Name	User's full name
Email	Account email
Role	Assigned role
Status	Active/Inactive
Last Active	Recent activity

Inviting Users

1. Click Invite User
2. Enter email address
3. Select role
4. Add optional message
5. Send invitation

Invitation Status

Status	Description
Pending	Invitation sent, awaiting response
Accepted	User joined the organization
Expired	Invitation timed out
Revoked	Invitation cancelled

Managing Users

Edit User

1. Click user row
2. Select Edit
3. Modify details:
   • Name
   • Role
   • Team assignment
4. Save changes

Deactivate User

1. Click user row
2. Select Deactivate
3. Confirm action
4. User loses access (data preserved)

Remove User

1. Click user row
2. Select Remove
3. Choose data handling:
   • Transfer to another user
   • Keep unassigned
   • Delete user data
4. Confirm removal

Role Management

Default Roles

Role	Description	Access Level
Admin	Full system access	All features
Manager	Team oversight	Most features
QA Engineer	Testing operations	Core testing
Automation Engineer	Automated testing	Automation features
Viewer	Read-only access	View only

Creating Custom Roles

1. Navigate to Roles
2. Click Create Role
3. Enter role name
4. Configure permissions
5. Save role

Permission Categories

Module Access

Control access to modules:

• ☑️ TestPilot
• ☑️ CaseWriter
• ☑️ DataCrate
• ☑️ Analyzer
• ☑️ SmartRequest
• ☑️ Smart PBI
• ☑️ AutoRunner
• ☑️ SmartAPI
• ☑️ MobileHub
• ☑️ BrowserHub
• ☑️ Accessibility
• ☑️ RoboClick

Feature Permissions

Within each module:

• View - See data
• Create - Add new items
• Edit - Modify existing
• Delete - Remove items
• Admin - Full control

Platform Permissions

Administrative access:

• User management
• Role management
• Billing access
• Settings access
• Integration management

Permission Matrix

Example permission setup:

Permission	Admin	Manager	Engineer
View Tests	✅	✅	✅
Create Tests	✅	✅	✅
Delete Tests	✅	✅	❌
Manage Users	✅	❌	❌
View Billing	✅	✅	❌

Editing Roles

1. Click role name
2. Modify permissions
3. Save changes
4. Changes apply immediately

uyarı

Modifying roles affects all users with that role.

Team Organization

Team Structure

Organize users into teams:

Organization
├── QA Core Team
│   ├── Team Lead (Manager)
│   └── QA Engineers (5)
├── Automation Team
│   ├── Team Lead (Manager)
│   └── Automation Engineers (3)
└── Mobile QA Team
    ├── Team Lead (Manager)
    └── QA Engineers (4)

Creating Teams

1. Navigate to Teams
2. Click Create Team
3. Enter team name
4. Assign team lead
5. Add members

Team Settings

Configure per team:

• Default module access
• Notification rules
• Report distribution

Access Audit

Activity Log

Track user actions:

• Login/logout events
• Permission changes
• Data access
• Configuration changes

Audit Reports

Generate compliance reports:

1. Select date range
2. Choose users/roles
3. Select action types
4. Export report

Security Alerts

Automatic alerts for:

• Failed login attempts
• Permission escalation
• Unusual access patterns
• Data export events

Best Practices

Role Design

• Keep roles simple and clear
• Use least-privilege principle
• Review roles quarterly
• Document role purposes

User Onboarding

1. Create account
2. Assign appropriate role
3. Add to relevant team
4. Send welcome documentation
5. Schedule training

User Offboarding

1. Deactivate account immediately
2. Transfer owned items
3. Review access logs
4. Remove from teams
5. Document in audit log

Regular Maintenance

• Monthly: Review inactive users
• Quarterly: Audit role permissions
• Annually: Full access review