Manage Roles and Privileges
Last updated
Last updated
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.
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.
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.
