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Invite Project Members

Inviting team members to your project ensures smooth collaboration and proper access for everyone involved. Follow these steps to invite and manage members effectively.

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1. Invite Members from Company Settings

As a Company Owner or Administrator:

• Navigate to Company Settings > Users to invite users to the Company Account.
• Once users are added, you can assign them to specific projects in User Details  via '+ Add Project' button.

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2. Invite Members from Project Settings

As a Project Administrator:

• Go to the specific project and navigate to Project Settings > Members.
• On the Members page:
  • Click ‘Add Member.’
  • Select users from the list of Active members in your Company Account.

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3. Assign a Project Role

After adding a member to the project, assign them a role based on their responsibilities:

• Project Administrator:
  • Full access to Project Settings and all project pages, including Test Cases, Test Plan, and Test Run.
• Project Member:
  • Access to work on test cases and manage test plans and runs.
• Project Viewer:
  • View-only access, suitable for stakeholders who need oversight without editing permissions.

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Manage a Project Member

Managing project members helps ensure everyone has the correct level of access to contribute effectively. Here’s how you can manage project members using Company and Project Settings.

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1. Manage Project Members from Company Settings

As a Company Administrator:

• Navigate to Company Settings > Users to manage all users within the Company Account, including their project assignments.

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2. Manage Project Members from Project Settings

As a Project Administrator:

• Open the project and go to Project Settings > Members to directly manage members assigned to that specific project.

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3. Remove a Project Member

On the Members page:

• Select the member you wish to remove.
• Confirm the removal to revoke their access to the project.

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4. Change a Project Role

Update a member’s role by:

• Selecting a new role from the dropdown menu.
• Assigning roles based on their responsibilities (e.g., Administrator, Member, Viewer).

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What’s Next?

Effectively managing project members ensures proper access control and smooth collaboration. For additional help, check related guides or reach out to our support team—we’re happy to assist!

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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.

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1. Access Your User Profile

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

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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.

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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.

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4. Unlimited Company Accounts

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

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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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Keeping your user profile updated ensures a personalized and secure experience while using TestCaseLab. Follow these simple steps to manage your profile settings.

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1. Access Your Profile

Click on ‘Profile’ in the sidebar and click ‘Edit’ to open your profile settings.

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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.

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3. Change Your Password

Regularly update your password to enhance the security of your account.

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4. Set Your Time Zone

Adjust your time zone to match your local time for accurate scheduling and timestamps.

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5. Enable Personal Two-Factor Authentication (2FA)

Strengthen your account security by enabling 2FA for your profile.

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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!

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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.

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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.

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2. Click ‘Invite User’

In Company Settings > Users, click the ‘Invite User’ button to begin the user invitation process.

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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.

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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.

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5. Manage Invitations

After sending an invitation, you can:

• Update the email address if there’s an error.

• Resend the invitation if the invitee didn’t receive it or the link has expired.

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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.

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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.

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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.

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1. Change a Company Role of User

Navigate to Company Settings > Users to update a user’s role.

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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.

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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.

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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.

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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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