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 (QAS) to manage roles and assign users to roles.
🔀 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:
Access User Management from left navigation of your QAS - Client.
Clicking User Management takes you to the User & Role Management page.
By default, you land on the Users tab.
Here you can view the existing users.
Click Roles to manage roles to view available roles.
Click Create Role. You will see popup window.
Enter the role name in the Role field.
Enter a brief role description in in the Description field.
Under Assigned Privileges section, select the checkboxes to assign the privileges.
Click the Create button to add the Custom Role.
Repeat the steps 2 through 4 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
Access User Management from left navigation of your QAS - Client.
Clicking User Management takes you to the User & Role Management page.
By default, you land on the Users tab, where you can view the existing users.
The Roles screen displays the following two sections:
Roles: You can see all the existing QAS Roles.
By default, the first Role in the Roles section is selected.
Role Details: You can view role Description, Assigned Privileges, and the Assigned Users.
🔭 Find Roles
Access User Management from left navigation of your QAS - Client.
Clicking User Management takes you to the User & Role Management page.
By default, you land on the Users tab, where you can view the existing users.
Click Find to search for roles to open Find text field popup.
Enter the name of the user and the matching Roles will be listed and the search keywords appear highlighted.
From the results, you can click and open the role you are looking for.
Update Roles
In the Roles screen, you can see two sections, the Roles and the Role Details. You have more than one way to update a role.
Option 1: Through the Roles Section
Access User Management from left navigation of your QAS - Client.
Clicking User Management takes you to the User & Role Management page.
By default, you land on the Users tab, where you can view the existing users.
Hover your mouse over a role in the Roles section to view an option to Edit Roles.
Click Edit Roles and a popup window will appear to edit the following:
Name
Description
Assigned Privileges. Select or de-select the checkboxes to add or remove privileges.
Once completed, click Update to apply your changes. Otherwise, click Discard.
Option 2: Through the Role Details Section
Go to the Roles section in your QAS.
Click a specific role you want to edit. This will open the Role Details section.
In the Role Details section, click Edit Roles. This will open a popup window.
Follow steps 4 and 5 in Method 1.
QAS allows you to modify the privileges of both custom and default roles. However, the Administrator role cannot be modified.
❌ Delete Roles
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
Go to the Roles section in your QAS.
Hover your mouse over a role in the Roles section to view an option to Delete Role.
Click Delete Role.
This will open Alert – Delete User window.
Click Delete to proceed. Otherwise, click Discard.
Repeat the steps 3 through 5 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
Go to the Roles section in your QAS.
Click the specific role you want to delete. This will open the Role Details section.
In the Role Details section, click Delete Role.
Click Delete to proceed. Otherwise, click Discard.
💡 Golden Nuggets: Best Practices for Role Management
Crafting roles is not just about user management, it is also a crucial line of defense in maintaining security. Here are some 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: 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 if you have the administrative permissions.
📞📚 Here to Help: Support and Resources 💡
If you have questions that are not addressed in the documentation, you may raise them here.