Create Project and Invite Users

This section provides instructions on how to create a new project within the SimplifyQA platform.

How to create a Project?

Prerequisites:

• You must have an active SimplifyQA account with admin permissions to create projects.

Once you are ready with the pre-requisites, follow the below steps to create new project.

1. Log in to SimplifyQA:

   • Open your web browser and navigate to the SimplifyQA login page.

   • Enter your email address and password, then click the "Log In" button.

2. Navigate to Admin Panel:

   • Open "Manage Accounts" and click "Switch to Admin".

3. Navigate to the Project List:

   • On the left-hand side of the screen, you will see a navigation menu.

   • Click on the "Projects" option to view the list of existing projects.

4. Create a New Project:

   • In the top right corner of the project list, click on the "+ Project" button.

   • In the modal dialog, provide the following information:

     • Name: Enter a unique name for your project.

     • Description: Provide a brief description of the project's purpose.

   • Once you have entered the required information, click the "Create" button.

   • The new project will be created and added to the project list.

Additional Notes:

• Project names should be descriptive and easy to understand.

• Project descriptions should be concise and informative.

• You can edit or delete projects from the project list as needed.

How to invite users to a project?

Prerequisites:

• You must have an active SimplifyQA account with admin permissions to invite users to projects.

• You must know the email addresses of the users you want to invite.

Once you are ready with the pre-requisites, follow the below steps to invite users to a project.

1. Log in to SimplifyQA:

   • Open your web browser and navigate to the SimplifyQA login page.

   • Enter your email address and password, then click the "Log In" button.

2. Navigate to Admin Panel:

   • Open "Manage Accounts" and click "Switch to Admin".

3. Navigate to the Project List:

   • On the left-hand side of the screen, you will see a navigation menu.

   • Click on the "Projects" option to view the list of existing projects.

   • Select the project to which you want to invite new users.

4. Invite Users:

   • On the project details page, locate the "Invite Users" section.

   • Use the search box to find the user you want to invite to the selected project.

• The user you wish to invite won't be on the list if they aren't already a SimplifyQA user. Press 'ENTER' after entering the user's email address to invite the new user.

• You can also search for users by their name or username.

1. Assign Roles (Optional):

• Default Role as configured in 'Roles and Privileges' would be assigned to all users by default. Note that you can configure Roles and privileges and default settings in 'Manage Roles and Privileges'.
• You can optionally change the default role assigned to the invited users.

• Select the desired role from the dropdown menu next to each email address.

1. Send Invitations:

• Once you have entered the email addresses and assigned roles (if applicable), click the "Invite Users" button and click on "Save Button".

• The invited users will receive an email invitation with a link to accept the invitation and join the project.

Note: Invited users will initially be in a "Pending Verification" state. Once they accept the invitation and complete account setup, their status will change to "Active." Users who are no longer active will be marked as "Inactive."

Additional Notes:

• Invited users will need to create a SimplifyQA account if they don't have one already.

• Once invited users accept the invitation, they will be added to the project and will be able to access its resources and collaborate with other team members.

How to assign Roles to multiple users?

• Once you have entered the email addresses to invite multiple users, select the "Role" from the dropdown next to "Invite Users" search box.

• The role selected from this dropdown would be assigned to all the users selected in the "Invite Users" search box.

• Once you have entered the email addresses and assigned roles (if applicable), click the "Invite Users" button and click on "Save Button".

• The invited users will receive an email invitation with a link to accept the invitation and join the project.

Additional Notes:

• Ensure that you select the appropriate roles for each user based on their responsibilities and permissions within the project.

• If you need to modify roles for users who have already been invited, you can do so from the user management section.

How to remove users from the project?

Prerequisites:

• You must have an active SimplifyQA account with admin permissions to manage users in projects.

Once you are ready with the pre-requisites, follow the below steps to invite users to a project.

1. Log in to SimplifyQA:

   • Open your web browser and navigate to the SimplifyQA login page.

   • Enter your email address and password, then click the "Log In" button.

2. Navigate to Admin Panel:

   • Open "Manage Accounts" and click "Switch to Admin".

3. Navigate to the Project List:

   • On the left-hand side of the screen, you will see a navigation menu.

   • Click on the "Projects" option to view the list of existing projects.

   • Select the project from which you want to remove users.

4. Remove Users:

   • On the project details page, locate the "Invite Users" section.

   • Find the user(s) you want to remove from the list.

   • Select the checkboxes next to the names of the users in the user list.

   • Click on the "Remove users" button located next to the "Invite Users" button.

   • This will open a modal dialog confirming the removal.

1. Confirm Removal:

• Review the list of users to be removed.

• Click the "Confirm" button in the modal dialog to proceed with the removal.

Additional Notes:

• Removing a user will revoke their access to the project and its resources.

• Once removed, users will no longer be able to view or contribute to the project.

• You can remove multiple users at once by selecting the checkboxes next to their names.

How to delete a project?

1. Delete the Project:

   • On the project details page, select the project you want to delete by clicking on the checkbox next to project names.

   • Select the "Delete" icon in the header.

• A confirmation dialog will appear asking you to confirm the deletion.

• Click the "Confirm" button in the confirmation dialog.

Additional Notes:

• Deleting a project is irreversible. Once deleted, all data associated with the project, including test cases, test plans, and user data, will be permanently removed.

• Exercise caution when deleting projects, as it can impact ongoing testing activities and data integrity.

Resend Invitation

• On the project details page, locate the "Invite Users" section.

• Identify the users who are in the "Pending Verification" state.

• For each user, click on the "Resend Invite" button located next to their email address.

Additional Notes:

• Resending an invitation will send a new email to the user with a new invitation link.

• If a user has already accepted the invitation but hasn't completed account setup, resending the invitation will not prompt them to accept it again.

• If a user is unable to access the invitation link or has any issues with the invitation process, you may need to manually add them to the project or contact the SimplifyQA support team for further assistance.