Page Comparison

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To create a new custom role:

1. Login to QAS - Client.

2. Access User Management from left navigation of your QAS - Client.

   1. Clicking User Management takes you to the User & Role Management pagescreen.

3. By default, you land on the Users tab.

   1. Here you can view the existing users.

4. Click Roles to manage roles to and view available roles. 

5. Click +Create Role from the top-right corner of the Roles screen. You will see a popup window.

   1. Enter the role name in the Role field.

   2. Enter a brief role description in in the Description field.

   3. Under Assigned Privileges section, select the checkboxes to assign the privileges.

   4. Click the Create button to add the Custom RoleSave to continue; otherwise, click Discard.

6. Repeat the steps 2 through 4 5 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 Activate Deactivate Projects: Activate or deactivate a project.

• Create Project: Create a project.

• Import Artifacts: Import test artifacts or other project elements.

• Manage Custom Action Code: Oversee the custom action scripts in your projectsActions: Develop, add, edit, or delete a custom action.

• 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 Suite: Add, edit, or remove suites.

• Manage Users: Oversee user access and privileges.

• Project Management: Direct and manage project activities.

• Synchronize Objects: Keep your test objects synchronizedImport and export objects from TSR (Desktop projects only).

• Test Development: Create, update, and update record test cases and tasks.

• Test Execution: Run and manage Edit & publish suits. Publish test cases. 

🔎 View Roles

1. Login to QAS - Client.

2. Access User Management from left navigation of your QAS - Client.

   1. Clicking User Management takes you to the User & Role Management pagescreen.

3. By default, you land on the Users tab, where you can view the existing users.

4. Click Roles to open the Roles screen.

   1. The Roles screen displays the following two sections:

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

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

      2. Role Details: You can view role Description, Assigned Privileges, and the Assigned Users.

🔭 Find Roles

1. Login to QAS - Client.

2. Access User Management from left navigation of your QAS - Client.

   1. Clicking User Management takes you to the User & Role Management pagescreen.

3. By default, you land on the Users tab, where you can view the existing users.

4. Click Roles to open the Roles screen, you will see the list of existing roles.

5. Click Find to search for roles to open Find text field popupfrom the list of roles. A Find here popup will open.

6. Enter the role name of the user and the matching Roles searched keyword will be listed and the search keywords appear highlighted.

7. From the results, you can click and open the role you are looking for.

Update Roles

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

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Method 1: Through the Roles Section

1. Login to QAS - Client.

2. Access User Management from left navigation of your QAS - Client.

   1. Clicking User Management takes you to the User & Role Management pagescreen.

3. By default, you land on the Users tab, where you can view the existing users.

4. Click Roles to open the Roles screen, you will see the list of existing roles.

5. Hover your mouse over a role in the Roles section to view an option to Edit Rolesto see a pencil icon (Edit Role).

6. Click Edit Roles and a popup window will appear to edit the following:

   1. Name

   2. Description

   3. Assigned Privileges. Select or de-select the checkboxes to add or remove privileges.

7. Once completed, click Update Save to apply your changes. Otherwise, click Discard.

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Method 2: Through the Role Details Section

1. Go to the Roles section in your QAS.

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

3. In the Role Details section, click Edit Rolesthe pencil icon (Edit Role) at the top-left corner of the screen. This will open a popup window.

4. Follow steps 4 6 and 5 7 in Method 1.

❌ Delete Roles 

In On 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. Login to QAS - Client.

2. Access User Management from left navigation of your QAS - Client.

   1. Clicking User Management takes you to the User & Role Management screen.

3. By default, you land on the Users tab, where you can view the existing users.

4. Click Roles to open the Roles screen, you will see the list of existing roles.

5. Hover your mouse over a role in the Roles section to view an option to to see the Bin icon (Delete Role).

6. Click Clicking the Bin icon (Delete Role.This ) will open Alert – Delete User windowa window Role Deletion.

7. Click Delete to proceed. Otherwise, click Discard.

8. Repeat the steps 3 5 through 5 7 for each additional role you want to delete.

You cannot delete a role if it is assigned to a user.

Method 2: Through the Role Details Section

1. Go to the Roles section in your QAS.

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

3. In the Role Details section, click the Bin icon (Delete Role) at the top-left corner of the screen. This will open a popup window.

4. Clicking the Bin icon (Delete Role) will open a window Role Deletion.

5. Click Delete to proceed. Otherwise, click Discard.

💡 Golden Nuggets: Best Practices for Role Management

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