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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. Add 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 one or more users from the list of Active members in your Company Account.
• Use search to quickly find the users you want to add.
• Selected users will appear in the field as chips.

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3. Assign a Project Role

Choose the project role that should be applied to all selected users:

• Project Administrator:
  • Full access to Project Settings and all project pages, including Test Cases, Requirements, Test Plan, Milestones, 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.

Note: The selected role is applied to all users added in the same action. To assign different roles, add users separately or update their roles after they are added.

4. Add Selected Members

After selecting users and choosing a role:

• Click ‘Add Member’ to add the selected users to the project.
• The modal will close after submission.
• The Members list will refresh and show newly added users.

If some users cannot be added, valid users will still be added successfully. You will see a notification with the users who were not added.

5. Invite New Users

The ‘Invite new user’ link remains available and works separately from adding existing company users to a project.

Use it when the person you need is not yet part of your Company Account.

Note: Bulk adding project members works only for existing company users. Inviting new users is handled through the existing invite flow.

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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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