Test Manager - Tenant roles and Project roles

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Test Manager user guide

Tenant roles and Project roles

Tenant roles and project roles that define what users and groups can do in Test Manager, and the permissions each role grants.

Tenant roles apply across the tenant, regardless of project roles, while project roles apply inside a testing project.

For details, see:

Tenant roles

Tenant roles define the actions that a user or group can perform in the target tenant, regardless of the project roles they have assigned. These roles involve the ability of creating projects, creating custom roles, and assigning roles to users or groups.

The following sections describe the available tenant roles.

Test Manager Administrator

A Test Manager administrator is responsible for the following actions:

Assigning tenant roles to users and groups.
Unassigning tenant roles from users and groups.
Creating projects.
Creating custom project roles.
Using, creating, updating, or deleting prompts from the project's prompt library.

Project Creator

A Project Creator can create testing projects.

If you want non-administrator users to create projects without granting them administrator privileges, you can assign them only the Project Creator tenant role.

Project roles

Project roles define the actions that a user or a group can perform inside a testing project, such as create manual test cases, or execute tests.

The following table shows the available project roles and their permissions.

Privileges	Project owner	Test Manager	Test Designer
Update, and delete projects (Read, Edit, Delete)	✅	❌	❌
Create projects	❌	❌	❌
View projects (Read)	✅	✅	✅
Assign users and groups to projects	✅	❌	❌
Access to project settings	✅	❌(For Cloud Dedicated only) ✅(For Cloud Commercial and Cloud Public Sector only - Can only view and access the Prompt library tab)	❌
Dashboard and reports	✅	✅	✅
Create, update and delete integration connections	✅	❌	❌
View requirements	✅	✅	✅
Create, update, and delete requirements (Create, Read, Edit, Delete)	✅	✅	✅
Assign requirements to test cases	✅	✅	✅
View test cases (Read)	✅	✅	✅
Create, update and delete test cases (Create, Read, Edit, Delete)	✅	✅	✅
Add test step to test case	✅	✅	✅
Link automation from Studio to test case	✅	✅	✅
Create, update and delete documents (attached files)	✅	✅	✅
Create, update and delete custom fields	✅	❌	❌
Create, update and delete label	✅	✅	✅
Document with Task Capture (for Cloud Commercial and Cloud Dedicated only)	✅	✅	✅
Assign test cases to test sets	✅	✅	✅
View test sets (Read)	✅	✅	✅
Create, update and delete test tests (Create, Read, Edit, Delete)	✅	✅	✅
Execute manual tests	✅	✅	❌
Execute automated tests	✅	✅	❌
Link test set from Orchestrator	✅	✅	✅
View test results (Read)	✅	✅	✅
Update and delete test results (Create, Read, Edit, Delete)	✅	✅	❌
Create defects	✅	✅	✅
Re-execute test executions	❌	✅	❌
Create custom user roles	✅	❌	❌
Use, create, update, and delete prompts from the project's prompt library	✅	✅	✅
Searching with Autopilot	✅	✅	✅
Assign and unassign manual test case executions to users.	❌	✅	❌
Setting a default execution folder for a project	✅	✅	❌
Access live streams of test executions (for Cloud Commercial and Cloud Public Sector only)
Import Orchestrator test sets	✅	✅	❌
View performance scenarios - Overview list	✅	✅	✅
View performance scenarios (existing and running)	✅	✅	✅
View performance results	✅	✅	✅
Create performance scenarios	❌	❌	❌
Start, stop, edit, delete performance scenarios	❌	❌	❌
Test process governance	✅	❌	❌

Privileges	Test Executor	Manual Tester	Performance Tester	Viewer
Update, and delete projects (Read, Edit, Delete)	❌	❌	❌	❌
Create projects	❌	❌	❌	❌
View projects (Read)	✅	✅	✅	✅
Assign users and groups to projects	❌	❌	❌	❌
Access to project settings	❌	❌	❌	❌
Dashboard and reports	✅	✅	✅	✅
Create, update and delete integration connections	❌	❌	❌	❌
View requirements	✅	✅	✅	✅
Create, update, and delete requirements (Create, Read, Edit, Delete)	❌	❌	❌	❌
Assign requirements to test cases	❌	❌	❌	❌
View test cases (Read)	✅	✅	✅	✅
Create, update and delete test cases (Create, Read, Edit, Delete)	❌	❌	❌	❌
Add test step to test case	❌	❌	❌	❌
Link automation from Studio to test case	❌	❌	❌	❌
Create, update and delete documents (attached files)	❌	❌	❌	❌
Create, update and delete custom fields	❌	❌	❌	❌
Create, update and delete label	❌	❌	❌	❌
Document with Task Capture (for Cloud Commercial and Cloud Dedicated only)	❌	❌	❌	❌
Assign test cases to test sets	❌	❌	❌	❌
View test sets (Read)	✅	✅	✅	✅
Create, update and delete test tests (Create, Read, Edit, Delete)	❌	❌	❌	❌
Execute manual tests	❌	✅	❌	❌
Execute automated tests	✅	❌	❌	❌
Link test set from Orchestrator	❌	❌	❌	❌
View test results (Read)	✅	✅	✅	✅
Update and delete test results (Create, Read, Edit, Delete)	❌	❌	❌	❌
Create defects	✅	✅	❌	❌
Re-execute test executions	✅	✅	❌	❌
Create custom user roles	❌	❌	❌	❌
Use, create, update, and delete prompts from the project's prompt library	❌	❌	❌	❌
Searching with Autopilot	✅	✅	✅	✅
Assign and unassign manual test case executions to users.	❌	❌	❌	❌
Setting a default execution folder for a project	❌	❌	❌	❌
Access live streams of test executions (for Cloud Commercial and Cloud Public Sector only)
Import Orchestrator test sets	❌	❌	❌	❌
View performance scenarios - Overview list	✅	✅	✅	✅
View performance scenarios (existing and running)	✅	✅	✅	✅
View performance results	✅	✅	✅	✅
Create performance scenarios	❌	❌	✅	❌
Start, stop, edit, delete performance scenarios	❌	❌	✅	❌
Test process governance	❌	❌	❌	❌

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Tenant roles
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