Keeping your user profile updated ensures a personalized and secure experience while using TestCaseLab. Follow these simple steps to manage your profile settings.
1. Access Your Profile
Click on ‘Profile’ in the sidebar and click ‘Edit’ to open your profile settings.
Edit Profile
2. Update Your Profile Details
You can edit the following:
User Name: Update your name whenever needed.
Email Address: Change your email address if required.
Profile Photo: Upload or replace your profile picture to personalize your account.
Update User Profile
3. Change Your Password
Regularly update your password to enhance the security of your account.
4. Set Your Time Zone
Adjust your time zone to match your local time for accurate scheduling and timestamps.
5. Enable Personal Two-Factor Authentication (2FA)
Strengthen your account security by enabling 2FA for your profile.
What’s Next?
Maintaining an updated profile helps ensure a seamless and secure experience in TestCaseLab. If you have any questions, our support team is here to assist you!
Managing your subscription plan ensures your team has the resources they need for smooth test case management. This guide explains everything you need to know about subscription options, payments, and upgrades.
1. Access Subscription Details
Navigate to Company Settings > Subscription Details to view and manage your plan.
Note: Only the Company Owner can manage the subscription plan for the account.
Subscription Details
2. Trial Subscription
Every new account starts with a 30-day free trial, giving you full access to TestCaseLab features.
3. Choose a Subscription Plan
Select a plan that suits your team’s needs and click ‘Subscribe.’
Note: Payments are securely processed via Stripe, which also handles your billing information and invoices.
4. Available Subscription Plans
Plans are based on the number of test cases your team can create:
Basic: Up to 500 test cases
Essential: Up to 1,000 test cases
Advanced: Up to 3,000 test cases
Ultimate: Up to 9,000 test cases
Enterprise: For more than 9,000 test cases or Single Sign-On (SSO) setup, contact our team.
Note: Test cases in all active projects are counted toward the subscription plan limit.
5. Upgrade or Downgrade Anytime
You can change your subscription plan anytime by clicking the ‘Upgrade’ button next to another Subscription plan.
Note: Billing is recalculated based on the new plan.
6. Payment Options
Choose between monthly or annual payments.
Note: Annual subscriptions include a discount compared to monthly payments.
7. Update Billing Information
To update your payment details, go to Company Settings > Subscription Details and click ‘Billing Info’.
Billing Management
8. View Payment History
Access Company Settings > Subscription Details and scroll to the bottom of the page to see Payment History where you can find the list of invoices and download them as needed.
Billing History
What’s Next?
Choosing the right subscription plan ensures your team can operate without limits. If you have questions or need assistance, our support team is always ready to help.
Inviting users to your TestCaseLab account is simple and flexible. This guide walks you through the steps to add team members and manage invitations effectively.
1. Open Company Settings
Log in to TestCaseLab and go to Company Settings via the sidebar.
Note: TestCaseLab allows you to invite an unlimited number of users to your account.
Company Settings
2. Click ‘Invite User’
In Company Settings > Users, click the ‘Invite User’ button to begin the user invitation process.
Invite User Form
3. Fill Out the Invitation Form
Enter the following details:
Email Address: The email address of the person you want to invite.
User Name: The invitee’s name.
After submitting the form, TestCaseLab will send an invitation email with a unique link.
4. Understand User Roles
Invited users are assigned the ‘Company Employee’ role by default.
Available Roles:
Company Owner:
Limited to one per account.
Has full control, including managing the subscription.
Company Administrators:
Access to all projects and act as project administrators by default.
Cannot manage the company subscription.
Company Employees:
No access to Company Settings.
Can be assigned any role in specific projects they are added to.
5. Manage Invitations
After sending an invitation, you can:
Update the email address if there’s an error.
Update Email Address of invited User
Resend the invitation if the invitee didn’t receive it or the link has expired.
Resend Invitation
6. Invite Multiple Users via CSV
To add several users at once:
Go to Company Settings > Users
Click the ‘Import Users’ button
Download the CSV template.
Fill in the required details (e.g., name, email).
Upload the completed file, and invitations will be sent automatically.
Import Users
7. Track User Status
Once a user accepts the invitation, their status changes to ‘Active.’
You can then assign them to specific projects, where they can start contributing.
Effectively managing users ensures smooth collaboration and secure access within your TestCaseLab account. Here’s a simple guide how to handle user roles, access, and assignments.
1. Change a Company Role of User
Navigate to Company Settings > Users to update a user’s role.
Change Company Role
2. Block or Unblock Users
In Company Settings > Users, you can:
Block Users: Prevent them from accessing all projects and features.
Unblock Users: Restore their access when needed.
Block/Unblock User
3. Delete Users
To permanently remove a user:
Go to Company Settings > Users.
Select the option to delete the user from your Company Account.
Note: Deleted users lose all access to the account and its projects, and this action cannot be undone.
Delete User
4. Assign Users to Projects
In Company Settings > Users, assign users to specific projects.
Set their project role based on their responsibilities.
By managing user roles and access effectively, you ensure a well-organized and secure workspace for your team. For further details, check out our related guides or contact support. We’re here to help!
Creating a company account in TestCaseLab is quick and easy. Follow these simple steps to get started and enjoy a seamless test case management experience.
On the homepage, click the ‘Try it For Free’ button to open the Sign-Up form.
3. Complete the Sign-Up Form
Fill in the following details:
Company Name: Enter your company’s name.
This name will be used as your account’s subdomain (e.g., companyname.testcaselab.com).
Don’t worry—you can update it later if needed.
User Name: Provide your full name.
Email Address: Enter your email.
This email will be linked to the Company Owner role, which grants full administrative control over the account.
Ownership can be transferred to another user if necessary.
Password: Create a strong, secure password.
Create a Company Account
4. Understand User Roles
As the Company Owner, you will:
Have complete control over company account settings.
Be able to invite and manage users (assign them as Company Administrators and Company Employees).
Note 1: Invite as many users as needed to your company account.
Note 2: You can also be invited to join other company accounts as a Company Employee or Company Administrator.
5. Confirm Your Email
After completing the form, check your email inbox for a confirmation email.
Open the email and click the verification link to activate your account.
6. Start Exploring with Your Free Trial
Once your email is verified, you’ll gain access to TestCaseLab’s full features for 30 days.
Manage a Company Account
Managing your TestCaseLab company account is straightforward and designed to help you stay organized and efficient. Follow this guide to manage settings, projects, users, and more.
1. Access Company Settings
Navigate to Company Settings via the sidebar.
Note: Only the Company Owner and Company Administrators have access to manage the account.
Company Settings
2. Create and Manage Projects
In Company Settings > Projects, you can:
Create an unlimited number of projects.
Manage your projects:
Update project details anytime.
Archive projects to save them for later.
Delete projects permanently
Note 1: Archived projects do not count toward your subscription and can be restored when needed.
Note 2: Deleted projects cannot be recovered.
Note 3: Start with a Demo Project, as this is a great way to see pre-filled data and understand how TestCaseLab works.
If required, you can permanently delete your company account.
Note: This action is irreversible.
Delete Account
What’s Next?
Efficiently managing your company account ensures seamless collaboration for your team. For further assistance, reach out to our support team—we’re here to help!
Creating test cases ensures your testing process is structured and thorough. TestCaseLab offers two methods to add test cases—quick and detailed. Follow this guide to get started.
Open the project where you want to add test cases.
Navigate to the Test Cases page from the sidebar.
Navigate to Test Cases
2. Quick Create a Test Cases
Ideal for adding basic test cases with minimal details.
Use the Quick Create option for fast, in-line test case creation:
Enter the test case Title directly into the list via ‘+ Case’ button.
Click ‘Enter’ to save the test case.
Note 1: New test cases are added to the bottom of the list within the assigned Suite.
Note 2: Test Case Details can be filled out at any time in Test Case Details via in-line edit functionality or via a comprehensive Edit Case form.
Learn more about organizing test cases with Suiteshere.
Quick Create Test Cases
3. Create a Comprehensive Test Case
For detailed test cases, click the ‘+ Case’ button in the header of the Test Cases page.
Create Test Case button
This opens the Create Case Form, where you can add:
Title:Entitle a test case.
Suite: Assign the test case to the appropriate Suite.
Priority: Set the importance (e.g., High, Medium, Low).
Precondition: Define any setup or requirements needed before execution.
Steps and Expected Result: Write detailed steps using:
Text Mode: Enter steps as plain text.
Step Table Mode: Add structured steps and expected outcomes.
Attach up to 2 files per step.
Type: Categorize the test case (customizable in Project Settings).
Tags: Add labels to organize and filter test cases.
Test Plans: Link test cases to relevant plans.
Custom Fields: Include project-specific fields (customizable in Project Settings).
Attachments: Add supporting files (up to 10 MB each).
Use the ‘Save & Create Another’ button to save the current test case and immediately open a new form, streamlining the process for multiple entries.
Create Test Case Form
Manage a Test Case
Managing your test cases in TestCaseLab helps keep your documentation organized and ensures accurate and up-to-date information. Follow this guide to edit and interact with your test cases effectively.
1. Manage Test Cases in the List
Change Priority: Update the test case priority directly in the Test Cases List.
Edit Title: Click on the test case title to edit it in-line.
Edit Test Case Title in-line
Edit Priority of Test Case
2. Change Suite or Position
Move to a Different Suite: Drag and drop the test case into a new Suite.
Reorder Position: Use drag-and-drop to reorder test cases within a Suite.
Note: Drag-and-drop of the Test Cases List grouped by Suites is available only for Project Administrators to ensure consistent list ordering for the entire team.
Click on a test case in the list to open its Details.
Edit the following fields in place:
Title: update the test case title.
Suite: Change the suite assignment.
Priority: Update the test case priority.
Precondition: Modify the setup or conditions needed before execution.
Steps and Expected Results:
Use Text Mode or Step Table Mode for editing.
Attach up to 2 files per step (applicable in Step Table Mode).
Type: Update the test case type (customizable in Project Settings).
Tags: Add or update tags for organization.
Test Plans: Associate the test case with specific test plans.
Custom Fields: Update project-specific custom fields linked to the test case (customizable in Project Settings).
Attachments: Add or replace supporting files.
Test Case Details
4. Use the Comprehensive Edit Case Form
Click ‘Edit’ to open the full Edit Case Form.
Note: This allows you to manage all test case details comprehensively in one place.
Edit Case Form
What’s Next?
Keeping your test cases organized and updated ensures efficient test management for your team. For more help, explore related guides or contact support. We’re here to assist!
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