Page Comparison

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You must have administrative access to your Qualitia Automation Studio[A14] . That will grant you permission (QAS) to manage roles and assign users to roles.

🔀 Workflow and Process

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1. Access User Management from left navigation of your Qualitia Automation Studio - Client.

   1. Clicking User Management will take you to the User & Role Management page.

2. By default, you will land on the Users tab from where you can manage users.

3. Click Roles to manage roles. 

➕ Creating a Custom

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Role

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1. Navigate Go to the Roles section screen in your Qualitia Automation Studio.

2. Click Create Rolebutton in the Roles sectionA . You will see popup window will appear.

3. Enter a name for the role name in the Role field.

4. Enter a Description for the brief role description in in the Description field.

5. You 'll will see a bunch of checkboxes listed under Assigned Privileges. Just check

6. Check the ones you want relevant for this role to have. You're in control here!

7. Click the Create button to add the Custom Role.

8. Repeat the steps 2 through 7 for each additional role you want to add.

Here are some of the privileges you can assign:

• Define Suites: Define the structure of your test suites.

• Delete and Create Projects: Manage your projects effectively.

• Import Feature: Import test cases or other project elements.

• Manage Custom Action Code: Oversee the custom action scripts in your projects.

• Manage Objects: Control the objects within your testing environment.

• Manage Projects: Oversee all aspects of your projects.

• Manage Roles: Assign and modify user roles.

• Manage Scenarios: Control the scenarios within your test suites.

• Manage Users: Oversee user access and privileges.

• Project Management: Direct and manage project activities.

• Synchronize Objects: Keep your test objects synchronized.

• Test Development: Create and update test cases.

• Test Execution: Run and manage test cases. 

🔎 View Roles

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1. Once you are in In the Roles screen, you can see the following two sections, the :

   1. Roles

   section and the Role Details section.You will see the list of all the Roles added to Qualitia Automation Studio in the Roles section

   1. : You can see all the existing QAS Roles.

      1. By default, the first Role in the Roles section

   will be selected and you will be seeing the role details in the Role Details section

   1. 1. is selected.

   2. Role Details: You can see the details of the role.

2. You will can see the role Description of the Role, Assigned Privileges, and the Assigned Users.

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1. Click Find to search for roles.

   1. This will open Search Roles popup.

2. Enter the name of the user and the matching . Roles will be listed and the keywords highlighted.

Update Roles

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In the Roles screen, you can see two sections, the Roles

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and the Role Details

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You will see the list of all the Roles added to Qualitia Automation Studio in the Roles section.

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By default the first Role in the Roles section will be selected and you will be seeing the role details in the Role Details section

You have more than one ways to update a role.

Method 1: Through the Roles Section

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1. Navigate Go to the Roles section in your Qualitia Automation StudioQAS.

2. Hover your mouse over a Role role in the Roles section , to view an option to Edit Roles option will appear.

3. Click Edit Roles. A and a popup window will appear.

4. In the popup window , under the field Role, you can edit the name of the role.

5. Below that, you'll find a field labelled Description. Here, you can edit the description of the role.

6. Under Assigned Privileges, you'll see a list of privileges. You can check or uncheck these to assign or remove privileges from the role.

7. Once you're done making changes, click

   Update button

   following details for a role:

   1. Name

   2. Description

   3. Assigned Privileges. Using the checkbox, you add or remove privileges.

8. Once completed, click Update to apply your changes.

   Discard if you have accidentally clicked

   Otherwise, click Discard.

Method 2: Through the Role Details Section

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1. Navigate Go to the Roles section in your Qualitia Automation Studio QAS.

2. Click the a specific Role role you want to edit. This will open the Role Details section.

3. In the Role Details section, click on Edit Roles. This will open a popup window.

4. Follow steps 4 and 5 -7 in Method 1.

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❌ Delete Roles 

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In the Roles screen, you can see two sections, the Roles and the Role Details. You have more than one way to delete a role.

Method 1: Through the Roles Section

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1. Navigate Go to the Roles section in your Qualitia Automation Studio QAS.

2. Hover your mouse over a Role role in the Roles section , to view an option to Delete Role option will appear.

3. Click on Delete Role.

4. This will open Alert – Delete User window.

5. Click Delete to

   permanently delete the selected User

6. Discard if you have accidentally clicked.

7. The Role will be Deleted from Qualitia Automation Studio.

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1. proceed. Otherwise, click Discard.

2. Repeat the steps 3 through 5 for each additional role you want to delete.

Method 2: Through the Role Details Section

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1. Navigate Go to the Roles section in your Qualitia Automation Studio. QAS

2. Click on the specific Role role you want to Deletedelete. This will open the Role Details section.

3. In the Role Details section, click on Delete Role.

4. Follow steps 4 and 5 in Method 1Click Delete to proceed. Otherwise, click Discard.

💡 Golden Nuggets: Best Practices for Role Management

Crafting roles is not just about user management, it 's is also a crucial line of defense in maintaining security. Here are some role creation best practices to keep in mind:

• Unique Roles: Each role should be distinct and specific to a set of responsibilities. This prevents overlap and confusion.

• Avoid Overloading:

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• Avoid loading a role with too many privileges. The principle of least privilege should be followed - assign only necessary rights to a role.

• Memorable Yet Secure: Role names should be intuitive and easy to remember, but not too predictable to avoid potential security risks.

• Ideal Length: A role name that is too short may lack clarity, while a long one may be hard to remember. Aim for a sweet spot between 6 to 14 characters.

• Special Characters? Think Twice: Avoid special characters in the role name instead use your creativity to provide a better name.

• Consistent Naming Convention: Managing multiple roles? Having a consistent naming structure can simplify management and identification.

• No Offensive Language: Ensure the role names are professional and respectful.

• Regular Audits: Review roles and their privileges regularly to maintain security and prevent unauthorized access.

• Delete: Need to temporarily suspend a role? Remove users from the role instead of deleting it. If the role is no longer needed, then consider deletion. 

🔧 Got

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trouble? Let’s Troubleshooting 🛠️

Can't create a role? Check your if you have the administrative permissions - you'll need sufficient rights to do this.[A17] 

📞📚 Here to Help: Support and Resources 💡

Need a helping hand? Don't hesitate to reach out to your Qualitia Relationship Manager. For more resources, our official Qualitia documentation and community website are just a click away!