Role Management in Qualitia Automation Studio

🎛️🎯 Unleashing the Power of RBAC and Custom Role Creation in Software Testing Automation!

Qualitia Automation Studio is not just a software automation testing application; it's a comprehensive ecosystem designed to streamline your software testing process. One of the standout features of Qualitia Automation Studio  is its robust Role-Based Access Control (RBAC) and custom role creation. With five default roles and the option to create custom roles, Qualitia Automation Studio  is the powerhouse of user management and role assignment. Our Role Management system is a game-changer. It enables you to define roles as per your organizational structure or project requirements. Whether you have a small team or a large one, you can easily allocate roles and permissions. This way, you can ensure that team members have access to the tools and information they need while keeping sensitive data protected. Role-based access control is flexible and customizable to the granular level, enabling you to manage permissions based on the individual's role in the testing process.

🌐🔐 Default Roles: A World of Possibilities

Qualitia Automation Studio comes with five pre-configured roles:

1. Admin

1. Custom Action Developer

1. Project Manager

1. Test Lead

1. Tester

These roles embody the core responsibilities within a software testing team and provide clear-cut access and privileges. This means you can ensure the right people have the right access, bolstering security and productivity.

🔄🔧 Mastering Flexibility with Qualitia: Customizing Roles and Privileges to Fit Your Unique Needs

🔧🎯 Power to Customize

In Qualitia Automation Studio, user roles are not set in stone. Whether it's a custom role you've created or one of the default roles, Qualitia Automation Studio puts you in the driver's seat. You have the power to decide if a role should have a specific privilege, more privileges, or even fewer. This means you can adapt and tweak roles as your project evolves or as your organizational needs change.

🔄⚙️Redefining Default Roles

While Qualitia Automation Studio provides default roles with pre-set privileges, we understand that your needs might be unique. That's why we offer you the ability to modify even these default roles. Feel the default roles do not fit your requirements perfectly? No problem! You can add or remove privileges to these roles as per your needs.

But Qualitia Automation Studio's flexibility doesn't stop there. Not only can you change the privileges associated with the default roles, but you can also change their names. If the default names don't resonate with your team's lingo or if you want to make them more intuitive, go ahead and rename them!

🛡️🔒 The One Constant: The Unalterable Administrator Role

In the world of Qualitia Automation Studio, almost everything is subject to change, giving you the flexibility to mold roles and privileges as per your unique needs. However, amidst this universe of flexibility, there stands one constant: the Administrator role.

The Administrator role, in its unaltered form, is the guardian of your software testing universe. It's the only role that you cannot modify, ensuring a central point of control, security, and integrity within your testing environment.

This unchangeable nature of the Administrator role is by design. It serves as a failsafe, a lighthouse in the storm of modifications and changes, preserving the core administrative functions and ensuring the smooth operation of your testing environment.

So, while you enjoy the power of customization with Qualitia Automation Studio, rest easy knowing that the backbone of your system - the Administrator role - remains steadfast, resilient, and unaltered. Because in a sea of change, sometimes, the one thing you need the most is a constant! 🌟🔐

🛠️🎯 Custom Role Creation: Your Rules, Your Way

Qualitia Automation Studio's custom role creation feature is an embodiment of flexibility. This feature allows you to create roles that precisely align with your organizational structure and project requirements. You can assign any of the privileges to these custom roles, ensuring a tailor-made solution that enhances both security and efficiency.

🔥💪 The Power of RBAC and Custom Role Creation

The RBAC and custom role creation features in Qualitia Automation Studio are not just about managing access; they're about empowering your team to work more efficiently, enhancing security, and facilitating productivity. These features provide you with granular control over user access and role assignment, thereby ensuring your software testing process is not only robust but also adaptable to your unique requirements.

🌟Why This Matters?

This high level of customization and flexibility in Qualitia Automation Studio empowers your organization with tailored solutions. It helps enhance efficiency, as roles can be defined and modified to perfectly align with your team's responsibilities. It also bolsters security, as you can control access based on precise needs, ensuring that the right people have access to the right resources.

To sum up, Qualitia Automation Studio’s customizable roles and privileges are all about empowering you to work your way. They enable you to manage your software testing process in a way that's efficient, secure, and perfectly aligned with your unique requirements. Experience the power of flexible software testing automation with Qualitia Automation Studio! 🎉

📚 About this Guide

This guide covers role management in your Qualitia Automation Studio, a crucial step for efficient project management. We will discuss how to create, update, assign roles to users, and remove roles, as well as the workflow and best practices for ensuring effective collaboration. Screenshots will be included to provide visual guidance throughout the guide.

🔑Prerequisites:

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

🔀 Workflow and Process

<Screenshot>

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.

1. By default you will land on the

Users tab where you can manage users.

1. Click

Roles to manage roles.

Creating a Custom role

<Screenshot>

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

2. Click Create Role button in the Roles section

3. A popup window will appear.

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

5. Enter a Description for the role in 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. Click the Create button to add the Custom Role.

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

<Screenshot>

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

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. 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. You will see the

Description of the Role, Assigned Privileges, and the Assigned Users

🔎Find Roles

1. Click

Find to search for roles.

1. This will open

Search Roles popup

1. Enter the name of the user and the matching

Roles will be listed[A15] .

Update Roles

<Screenshot>

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

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. 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>

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

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

3. Click Edit Roles. 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

   1. Update button to apply your changes.

Discard if you have accidentally clicked.

Method 2: Through the Role Details Section

<Screenshot>

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

2. Click the specific 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 5-7 in Method 1.

Remember, Qualitia Automation Studio allows you to modify the privileges of both custom roles you've created and the default roles. However, the Administrator role cannot be modified. Enjoy the flexibility of tailoring roles to fit your organization's needs!

Delete Roles[A16] 

<Screenshot>

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

Method 1: Through the Roles Section

<Screenshot>

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

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

3. Click on Delete Role.

1. This will open

Alert – Delete User window. Click

Delete to permanently delete the selected User

Discard if you have accidentally clicked.

1. The

Role will be Deleted from Qualitia Automation Studio.

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

Method 2: Through the Role Details Section

<Screenshot>

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

2. Click on the specific Role you want to Delete. 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 1.

💡 Golden Nuggets: Best Practices for Role Management

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

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

b.      Avoid Overloading: Don't load a single role with too many privileges. The principle of least privilege should be followed - assign only necessary rights to a role.

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

d.      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.

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

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

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

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

i.        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 a Wrench in the Works? Troubleshooting 🛠️

Can't create a role? Check your 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!