Creating a team enables you to organize team members. Assigning a team member to particular teams keeps their focus on the projects they are directly involved with and avoids cluttering their dashboard with products and testing that are irrelevant to them.

Teams are used to control access to products and each product must belong to a single team. A single team can be assigned a single product or many products.

When a new company is created, a default team called “All Users” is created.

• All active users are automatically assigned to this team with a team role that matches their global user role (see below), which cannot be changed. 
• All new products are assigned to this team by default but this assignment can be changed.

You can create further teams which can be used to control access to a single product or groups of products.

How to Create a New Team

1. Open the Teams tab from the “User Management” page.
2. Click the “New team” button under the Teams tab.
3. Fill out the required “Team name” field, the optional Description field and specify the Team Owner.
4. Click “Create New Team”.
5. Open the created team.
6. In the Assigned Products section choose the necessary products.
7. In the Team Members section choose the team members that will access the selected products as well as their role in the team.

 

Team Roles

• Team roles give users permissions for product-specific actions.
• The team roles are:
  
  • Viewer - can only view the product information and results
  • Tester - can also execute test cases and report bugs
  • Contributor - can also configure the product and apply test settings
  • Owner - can also manage the team
• Users who don’t have a role on a team and don’t have the PTM user role cannot see any information about a team or its products.
• All teams must have at least one (1) Owner.
  
  • It is possible for the “All Users” team to not have an owner in one circumstance:
    
    • When the company is created and the initial PTM hasn’t yet activated their account
• Only users with customer user roles (Primary Testing Manager, Testing Manager, QA Engineer or Testing Viewer) can be assigned Team roles.

 

Team User Assignments

• When a new user is invited, they are assigned by default to the global “All Users” team.
  
  • Their team role matches their global user role
    
    • PTM -> Owner
    • TM -> Contributor
    • Engineer -> Tester
    • Testing Viewer -> Viewer
  • The user’s role on the “All Users” team cannot be changed and always matches their global user role.
  • If a user's global role is updated, their team role on the “All Users” team is updated.
  • All active users must have a role on the “All Users” team and cannot be removed.
• A user can be assigned to multiple teams.
  
  • By default the team role they are given when added to a team matches their global user role as defined above for the “All Users” team.
  • The user’s role can be changed and they can be assigned any team role on the team regardless of their global user role. 
    
    • E.g. A user with a global role of Testing Viewer can be assigned the role Owner.
  • If a user's global role is updated, their team role on teams other than the “All Users” team is not changed.
• Users can be removed from any team except the “All Users” teams.
  
  • If the user is the only Owner of a team, they cannot be removed from the team until another Owner is assigned.
• Only users with active status can be team members.
  
  • Invited users are not “full” team members until their account is activated (i.e. they are not shown in the list of Users in a Team).
  • Archived users are removed from all teams including the “All Users” team.
• Team assignments and roles can be changed by editing the invite/user or by editing the team
  
  • When creating a new user invitation or editing an existing invite/user
  • When creating a new team (owner is added) or editing the team (other members can be added)

 

Product Assignments to a Team

• When a new product is created, it is assigned to the global “All Users” team by default.
  
  • Team assignment can be changed:
    
    • When creating or editing a Team 
    • When creating or editing a Product
• Each product must be assigned to a team.
• A product can only be added to one (1) team.
• A Team can have no products assigned.
• When a product is archived, its Team assignment is set to the “All Users” team.
  
  • If an archived product is reactivated, then the user is prompted to review the team assignment; confirm the default setting of “All Users”, select an existing team or create a new team.

 

Deleting a Team

Users with the correct permissions can delete a team using the “Delete Team” button on the Team Detail page. It should be noted that:

• The “All Users” team cannot be deleted.
• Teams can only be deleted if no Products are assigned.
  
  • The “Delete Team” button is disabled until all Products are removed from the Team.