Inviting Users
- Navigate to Account Users in the sidebar.
- Click Add.
- 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
- Select one or more Roles to assign to the user.
- Click Add User.
- 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
- Navigate to Roles in the sidebar (under Account Users or Settings).
- Click Add.
- Enter a role name (e.g., “Developer”, “QA Lead”, “Project Manager”).
- Add an optional description.
- 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
- Each permission category supports four actions: View, Create, Update, and Delete.
- 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.