User Profiles

A User Profile grants users specific permissions in a given project, such as the permissions to create a test case or to execute a Test Run.

You can add and modify profiles to suit your needs. Additionally, qTest Manager provides the following editable User Profiles out-of-the-box:

Business Analyst: Gives a user the ability to assign requirements, and work with all functions except project settings, test execution and test case assignments, and automation schedules. This profile is meant for your business analysts who set overarching goals.
Developer: Gives a user access to all functions, except project settings, any object assignments, editing test logs executed by others, and automation schedules. This profile is meant for the developers creating your software.
Project Admin: Gives a user all abilities in your qTest instance. This profile can manage Project Settings within a given project, as well as the ability to invite other users to the project and grant them permissions. You can assign more than one Project Admin to a project.
Project Manager: Gives a user access to all project settings, without the ability to change Recycle Bin settings or modify test logs for tests run by other users.
Quality Assurance: Gives a user access to all functions in Manager, Launch, and Sessions, without the ability to adjust the settings for a project.
Sessions Project Admin: Gives a user access to all Sessions functions, as well as the ability to manage project settings, except for the Recycle Bin.
Sessions User: Gives a user access to view and work in Sessions, with the ability to create, update, view, or delete sessions.

Available permissions

View the dropdowns in this section to see the associated permissions. Check the box next to the applicable setting to grant the user profile that permission.

Test Execution

This section allows you to grant user permissions to work with test runs.

The following user permissions are turned on after you select the checkbox next to it:

Edit Test Execution Assignment: The ability to edit who a test run is assigned to.
Create Test Cycles: The ability to create a new test cycle.
Edit Test Cycles: The ability to edit an existing test cycle.
Delete Test Cycles: The ability to delete an existing test cycle.
View Test Cycles: The ability to view test cycles.
Create Test Suites: The ability to create new test suites.
Edit Test Suites: The ability to edit existing test suites.
Delete Test Suites: The ability to delete an existing test suite.
View Test Suites: The ability to view test suites.
Create Test Runs: The ability to create new test runs.
Edit Test Runs: The ability to edit existing test runs.
Delete Test Runs: The ability to delete existing test runs.
Execute Test Runs: The ability to execute a test run.
Execute Test Runs with Quick Run: The ability to use Quick Run to execute a test run.
Modify Test Logs (executed by self): The ability to edit the logs of tests you ran.
Modify Test Logs (executed by others): The ability to edit the logs of tests run by other users.
View Test Runs: The ability to view test runs.
Export Test Runs: The ability to export test execution reports.

Create and Modify User Profiles

qTest Manager provides several user profiles out of the box. You can continue to use those as-in or modify them to suit your needs. You can also create a new User Profile by following these steps.

Hover your cursor over your username, and select Administration from the drop-down menu. The Site Administration page displays.
Select the User Profiles tab.
In the navigation panel, select the Add New User Profile icon.
The User Profile page displays. Enter the User Profile name in the top field.
Select all the check boxes in the Project field, allowing the user to create releases, edit Releases and Builds, delete Releases, create Builds, and delete Builds.
Select Save.

Assign Default User Profile to User

You can put your User Profiles to use by assigning users a default User Profile or assigning users an Admin Profile in Licenses - Users.

You can assign a user a default User Profile so that they are automatically assigned certain project permissions when they're added to a project. To do so, follow these steps:

In Site Administration, select the Licenses tab.
In the Licenses table, locate the user you wish to act upon. Select the Action icon for that user.
In the Action drop-down menu, select Edit Projects and Profiles. A dialog displays.
In the Edit Project and Profiles dialog, select the projects in which you would like to assign or change your users' User Profiles. To do so, select the check boxes next to the projects and then select the right-arrow icon.

From here, you can either select one User Profile for all projects or choose individual User Profiles for individual Projects.

Select One User Profile for Multiple Projects

To select one User Profile for multiple Projects, follow these steps:

Select the check boxes next to the Projects.
Search for and select your chosen User Profiles in the Select User Profile drop-down menu.
Select Save.

Select Individual User Profiles for Individual Projects

Perhaps you want a user to have different User Profiles within different Projects. To set this up, follow these steps:

Select the Select User Profile drop-down menu associated with the Project you wish to act upon.
Choose the User Profile that you want that user to have in that specific Project.
Repeat steps 1-2 for all other Projects you wish to act upon.
Select Save.

Delete User Profile

To remove a User Profile, perform the following steps:

In Site Administration, select the User Profiles tab.
In the navigation panel, select the User Profile you want to remove.
Select the Delete selected profile icon.

Notes

You cannot remove the “Administrators” Admin profile and the “Project Admin” User Profile, as qTest Manager business rules depend on these two default profiles.
You cannot remove a profile that is currently assigned to a user. To remove this profile, you must first remove the profile from any users.

Bulk Assign User Profiles

If you would like to both add a user (or more than one user) to multiple projects and assign User Profiles for those projects at once, you can do so from within the Licenses tab. To do so, follow these steps:

Select the check boxes next to the users you want to batch assign Projects and Profiles.
Select the Batch Action icon, and choose Assign to Projects from the drop-down menu.
In the Add Users to Projects dialog, select the projects that you wish to add your users to by selecting the check boxes next to the projects.
Select the right-arrow icon.
From here, you can either select one User Profile for all projects or choose individual User Profiles for individual Projects.

Select One User Profile for Your Selected Users Across Multiple Selected Projects

If you want to make sure that all of your selected users have the same User Profile in all of your selected Projects, follow these steps:

In the Add Users to Projects dialog, select the check boxes next to the projects you have already selected.
Next to the Apply for All Selected Projects icon, select the User Profile that you want to assign from the Select User Profile drop-down menu.
Select Save.

Choose Individual User Profiles for Individual Projects for All Selected Users

If you want to select certain User Profiles for Certain Projects across your all of your selected users, follow these steps:

For each Project, select the Select User Profile drop-down menu.
Select the User Profile that you want all of your selected users to have in each individual Project.
Select Save.