🔐Role Based Access Control

🔑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

Access User Management from left navigation of your Qualitia Automation Studio Client.
Clicking User Management will take you to the User & Role Management page.
By default you will land on the Users tab where you can manage users.
Click Roles to manage roles.

Creating a Custom role

Navigate to the Roles section in your Qualitia Automation Studio.
Click Create Role button in the Roles section
A popup window will appear.
Enter a name for the role in Role field.
Enter a Description for the role in Description field.
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!
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

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.
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, Assigned Privileges, and the Assigned Users.

🔎Find Roles

Click Find to search for roles.
This will open Search Roles popup.
Enter the name of the user and the matching.
Roles will be listed.

Update Roles

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.
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

Navigate to the Roles section in your Qualitia Automation Studio.
Hover your mouse over a Role in Roles section, an Edit Roles option will appear.
Click Edit Roles. A popup window will appear.
In the popup window, under the field Role, you can edit the name of the role.
Below that, you'll find a field labelled Description. Here, you can edit the description of the role.
Under Assigned Privileges, you'll see a list of privileges. You can check or uncheck these to assign or remove privileges from the role.
Once you're done making changes, click
1. Update button to apply your changes.
2. Discard if you have accidentally clicked.

Method 2: Through the Role Details Section

Navigate to the Roles section in your Qualitia Automation Studio.
Click the specific Role you want to edit. This will open the Role Details section.
In the Role Details section, click on Edit Roles. This will open a popup window.
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

Navigate to the Roles section in your Qualitia Automation Studio.

Method 1: Through the Roles Section

Navigate to the Roles section in your Qualitia Automation Studio.
Hover your mouse over a Role in Roles section, an Delete Role option will appear.
Click on Delete Role.
This will open Alert – Delete User window. Click
1. Delete to permanently delete the selected User
2. Discard if you have accidentally clicked.
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

Navigate to the Roles section in your Qualitia Automation Studio.
Click on the specific Role you want to Delete. This will open the Role Details section.
In the Role Details section, click on Delete Role.
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:

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

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.

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 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!