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Qualitia Automation Studio (QAS) - Role Management supports pre-defined and custom role creation to streamline the roles and responsibilities. They ensure your software testing process is not only robust but also adaptable to your unique requirements.

In this guide, we will cover how to create, update, assign roles to users, and remove roles, as well as the workflow and best practices for ensuring effective collaboration.

 📚Prerequisites

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.

Qualitia implements role-based security for users. Roles are based on functionality of users like Testers, Automation Test Engineers, and so on. Appropriate privileges are assigned to the roles.

QAS contains the following five pre-defined roles .

🔀 Workflow and Process

<Screenshot>assigned with specific Qualitia privileges as described below. 

1. Admin: Admin will have all the privileges.

2. Project Manager: Project Manager will have all the privileges except Create Project.

3. Custom Action Developer: Custom Action Developer should have the following privileges:

   1. Manage Custom Action 

   2. Manage Objects

   3. Synchronize Objects

   4. Test Development

   5. Test Execution

4. Test Lead: Team Lead should have:

   1. Manage Scenarios

   2. Synchronize Objects

   3. Test Development

   4. Test Execution

   5. Manage Suites

   6. Import Artifacts

   7. Manage Custom Actions 

   8. Manage Objects

5. Tester: Tester should have:

   1. Manage Objects

   2. Synchronize Objects

   3. Test Development

   4. Test Execution

🔀 Procedural Steps

In this section, we will cover the step-by-step guide to create and manage roles.

Create Custom Role

To create a new custom role:

1. Login to QAS - Client.

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

   1. Clicking User Management

   will take

   1. takes you to the User & Role Management

   page

   1. screen.

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

   1. Here you can

   manage

   1. view the existing users.

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

Creating a Custom role

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2. Navigate to the Roles section in your Qualitia Automation Studio.

3. Click Create Role button in the Roles section

4. A popup window will appear.

5. Enter a name for the role in 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

   Description for the Click the Create button to add the Custom Role

   1. brief role description in the Description field.

6. You'll see a bunch of checkboxes listed under Assigned Privileges. Just check the ones you want this role to have. You're in control here!

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

   2. Click Save to continue; otherwise, click Discard.

8. Repeat the steps 2 through 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: 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

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<Screenshot>

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Once you are in the Roles screen, you can see two sections, the

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Roles section and the Role Details 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.

   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

   will be selected and you will be seeing the role details in the Role Details section.You will see the Description of the Role

   1. 1. 1. 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 screen.

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

...

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

2. Click Find to search for from the list of roles. This A Find here popup will open Search Roles popup.

3. Enter the role name of the user and the matching. Roles will be listedsearched keyword will be highlighted.

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

Update Roles

<Screenshot>

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

...

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.

...

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

Method 1: Through the Roles Section

<Screenshot>

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. You have more than one way to update a role.

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 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 to see a Role in Roles section, an Edit Roles option will appearpencil icon (Edit Role).

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

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

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

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

10. Once you're done making changes, click

    Update button

    to edit the following:

    1. Name

    2. Description

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

11. Once completed, click Save to apply your changes.

    Discard if you have accidentally clicked

    Otherwise, click Discard.

Method 2: Through the Role Details Section

<Screenshot>

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 Rolesthe pencil icon (Edit Role) at the top-left corner of the screen. This will open a popup window.

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

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Delete Roles 

<Screenshot>

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❌ Delete Roles 

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

...

<Screenshot>

...

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 Roles section, an Delete Role option will appear.

6. Click on Delete Role.

7. This will open Alert – Delete User window. Click

   1. Delete to permanently delete the selected User

   2. Discard if you have accidentally clicked.

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

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1. role to see the Bin icon (Delete Role).

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

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

4. Repeat the steps 5 through 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

<Screenshot>

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.Follow steps 4 and 5 in Method 1the 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

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

...

trouble? Let’s Fix🛠️

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!

If you have questions that are not addressed in the documentation, you may raise them here.