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

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

• Access Roles & Privileges:

• Click on the Roles & Privileges tab.

• Select a Role: Click on the desired role to view and edit its privileges.

• 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).

• 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.

• Save Changes: Click on the Save button to apply the changes.

Adding a New Role

• Navigate to Project Settings: Go to Admin > Projects > [Project Name] > Project Settings. Click on the Roles & Privileges tab.

• Add New Role: Click on the '+ Role' button.

• 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.

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

• 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 in the description.