Workspace

How to Create a Workspace and Manage Users with Roles

Setting up a new workspace and managing user access is essential for building a collaborative, secure environment. Follow these steps to quickly create a workspace, invite users, and set up roles that match your team’s responsibilities.

Create a New Workspace

From the dashboard, navigate to the Workspace Manager.

In Workspace Manager, click New Workspace.

Enter a name for the workspace, like Harsh Verdun's Workspace.

(Optional) Add a description to clarify the workspace's purpose.

Set the Workspace Type (e.g., Web Application).

Select users you want to include in this workspace.

Click Create Workspace to finish setup.

Your new workspace is ready! Next, start inviting users or assigning managers.

Manage Users and Invite New Members

Go to Admin Settings and choose User Management.

Review the existing users, including their name, email status, and assigned roles.

Click Invite User to send a join request via email.

Or click Create User to manually add a user by entering their name, email, phone number, and password.

Assign a role to each user. Defining clear roles is especially helpful when onboarding new QA engineers, developers, or QA project managers.

Set Up Roles and Permissions

Roles regulate access and actions inside each workspace, ensuring users only see and change what’s relevant to their job.

In Admin Settings, select Roles and Permissions.

Click Create Role.

Enter a role name, such as Test Designer, Execution Only, or Workspace Admin. Add a description to clarify the responsibilities.

Assign permissions for each category:

User Access: Create, edit, or delete users
Workspace Access: Enter, edit, or delete workspaces
Test Operations: Create, update, or run tests
Role Management: Manage other roles
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Setting specific permissions keeps your platform secure. For example, junior testers can’t delete others’ test cases, and developers only handle API integrations.

Once roles are created, assign them when adding or editing users in User Management.

Conclusion

Creating a workspace, inviting users, and setting up roles help streamline teamwork while protecting sensitive operations. Use roles and permissions strategically to match your team’s needs and maintain a focused, secure environment.

Video Tutorial

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hashtagHow to Create a Workspace and Manage Users with Roles

hashtagCreate a New Workspace

hashtagFrom the dashboard, navigate to the Workspace Manager.

hashtagIn Workspace Manager, click New Workspace.

hashtagEnter a name for the workspace, like Harsh Verdun's Workspace.

hashtag(Optional) Add a description to clarify the workspace's purpose.

hashtagSet the Workspace Type (e.g., Web Application).

hashtagSelect users you want to include in this workspace.

hashtagClick Create Workspace to finish setup.

hashtagManage Users and Invite New Members

hashtagGo to Admin Settings and choose User Management.

hashtagReview the existing users, including their name, email status, and assigned roles.

hashtagClick Invite User to send a join request via email.

hashtagAssign a role to each user. Defining clear roles is especially helpful when onboarding new QA engineers, developers, or QA project managers.

hashtagSet Up Roles and Permissions

hashtagIn Admin Settings, select Roles and Permissions.

hashtagClick Create Role.

hashtagEnter a role name, such as Test Designer, Execution Only, or Workspace Admin. Add a description to clarify the responsibilities.

hashtagAssign permissions for each category:

hashtagOnce roles are created, assign them when adding or editing users in User Management.

hashtagConclusion