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Switch Between Multiple Company Accounts - Streamline Collaboration
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December 4, 2024

If you’re part of multiple Company Accounts, switching between them is easy and seamless. Follow these steps to access different accounts and manage your roles.

1. Access Your User Profile

Click on ‘Profile’ in the Sidebar to open the Profile pop-up.

User Profile pop-up

2. Switch Company Accounts

  • In the Company section of the pop-up, select the Company Account you want to access.
  • You’ll instantly switch to the selected account.

3. Understand Company Roles

You can have different roles in each Company Account you’re part of:

  • Company Owner:
    • You can only own one Company Account.
  • Company Employee or Administrator:
    • You can join other Company Accounts when invited by their administrators.

Learn more about inviting users to Company Accounts here.

4. Unlimited Company Accounts

TestCaseLab allows you to access an unlimited number of Company Accounts with the same email address.

What’s Next?

Easily collaborate across multiple teams and organizations by switching between accounts. If you need help or have any questions, reach out to our support team—we’re happy to assist!

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Manage a Subscription Plan – Set Up, Update, or Renew with Ease
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December 4, 2024

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.

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Invite & Manage Users - Expand and Organize Your Team
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December 4, 2024

Invite Users

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.

Learn how to assign users to projects here.

Add Users to Projects

Manage Users

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.

Learn more about assigning project roles here.

Add User to specific Projects

What’s Next?

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!

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Create & Manage a Company Account - Get Started with TestCaseLab
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December 4, 2024

Create a Company Account

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.

1. Visit the TestCaseLab Website

Go to testcaselab.com.

2. Start Your Free Trial

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.

Learn how to manage Projects here.

Create a Project

3. Invite Users

Use Company Settings > Users to invite an unlimited number of users to your company account.

Learn more about inviting Users here.

Users

4. Update Company Account Details

Navigate to Company Settings > Company Profile to edit your company’s name and subdomain at any time to better reflect your organization.

Update Company Profile

5. Enable Two-Factor Authentication (2FA)

Go to Company Settings > Company Profile to ensure company account security by enabling 2FA for all users in your company account.

Enable Company-wide 2FA

6. Generate and Manage API Tokens

Go to Company Settings > Company Profile to create and manage API tokens to integrate TestCaseLab with other tools you use.

Refer to the API documentation here.

Manage API Tokens

7. Manage Your Subscription Plan

Update or change your subscription plan directly in Company Settings to suit your needs.

Note: Only the Company Owner has access to manage the subscription plan of the company account.

Learn more about subscription management here.

Subscription Details

8. Delete the Company Account (If Necessary)

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!

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