Manage Roles and Privileges

Roles and privileges are fundamental concepts used to manage user access and permissions.

• Roles: A role is a collection of privileges assigned to a group of users. It defines the set of actions that users in a particular role are authorised to perform.

• Privileges: Privileges are specific permissions granted to users, allowing them to access certain resources or perform certain actions within the system.

This document provides step-by-step instructions on how to configure privileges for different roles and assign these roles to specific users within your project.

Configuring Privileges

1. Navigate to Project Settings:

   • Go to Admin > Projects > [Project Name] > Project Settings.

1. Access Roles & Privileges:

• Click on the Roles & Privileges tab.

1. Select a Role:

• Click on the desired role to view and edit its privileges.

1. Manage Privileges:

• Action: Click on the toggle switch next to each privilege to enable or disable it.

• Permission: The status of the permission will be indicated by a green dot (enabled) or a grey dot (disabled).

1. Set as Default:

• Select the "Set as default" to make this role the default role.

• When a new user is invited to SimplifyQA or to a new project, the default role would be assigned to the user.

1. Save Changes:

• Click on the Save button to apply the changes.

Adding a New Role

1. Navigate to Project Settings:

   • Go to Admin > Projects > [Project Name] > Project Settings.

   • Click on the Roles & Privileges tab.

2. Add New Role:

   • Click on the Add New Role button.

1. Enter Role Name and Description:

• Provide a clear and concise name for the new role.

• Add a brief description to explain the purpose of the role.

1. Assign Privileges:

• Select the appropriate privileges from the list and assign them to the new role.

1. Save Changes:

• Click on the Save button to create the new role.

Best Practices

• Least Privilege Principle: Assign roles with the minimum necessary privileges to each user.

• Regular Review: Regularly review and update role assignments and privileges to maintain security and control.

• Clear Documentation: Maintain clear documentation outlining the responsibilities and privileges associated with each role.