Managing Users and Roles

Inviting Users

1. Navigate to Account Users in the sidebar.
2. Click Add.
3. Enter the user’s details:
   • Email: The user’s email address (invitation will be sent here)
   • Name: The user’s display name
   • Department: Optional department assignment
4. Select one or more Roles to assign to the user.
5. Click Add User.
6. The user receives an email invitation with a link to join your organization.

Managing Existing Users

• View all users in the Account Users list with their name, email, department, roles, and status.
• Click Edit on a user to change their roles, department, or other details.
• Click Delete to remove a user from your organization.

Creating Roles

1. Navigate to Roles in the sidebar (under Account Users or Settings).
2. Click Add.
3. Enter a role name (e.g., “Developer”, “QA Lead”, “Project Manager”).
4. Add an optional description.
5. Select permissions for the role. Permissions are organized into groups:
   • Project Management: Issues, Sprints, Releases, User Stories, Features, Boards, DoD Templates
   • Quality Assurance: Test Cases, Test Cycles, Test Executions, Test Environments, Test Folders
   • Tasks & Notes: Tasks, Recurring Tasks, Notes, Note Folders
   • Custom Objects: Object Types, Entries
   • Communication: Chat Channels, Chat Messages, Direct Messages, Contacts, Calendar Events, Calendar Sources
   • Compliance & Security: Frameworks, Controls, Requirements, Policies, Procedures, Evidence, Attestations, Incidents, Audit Logs
   • Account & Administration: Users, Roles, User Groups, Account Settings, Notifications
   • Integrations: Mailboxes, Emails, Workflows, Forms, Reports, Diagrams
6. Each permission category supports four actions: View, Create, Update, and Delete.
7. Click Save.

Editing Roles

Open a role and modify its permissions at any time. Changes take effect immediately for all users assigned to that role.

Bulk Operations

Select multiple users to bulk-update roles or bulk-delete from the Account Users list.