Roles
Introduction
The Roles module of QMetry allows Admin to create different user roles that encompass a set of assigned rights. A user role defines user’s capability to access the modules and carry out functions under the role rights.
Once you are done with creating roles, you can assign the roles to individual QMetry users when they are added to QMetry Projects. User roles are assigned from Customization > Roles. You can change a user’s role for a Project anytime later.
On login the users will be able to view only those modules permitted to their roles. Other modules will not be visible to the users of that particular role. In case of features, they appear disabled if the role assigned to users does not have any permissions for it.
Creating a User Role
1. Expand Customization and select Roles on the side bar.
2. Click on the New button on the top right corner of the screen.
3. It opens the Create Roles screen with fields to create a new role. Enter the following details.
- Role Title: Enter name of the user role.
- Role Description: Enter description of the user role.
- Make this the default role for new LDAP/SAML users: Check the check-box to make the role to be assigned by default to every new LDAP/SAML user for the Project.
Module Permissions
Permissions available if Customization App is enabled
The matrix of Modules and Rights are available on the screen. Admins can choose to provide selective rights for the different modules.
| Permissions | Implications |
|---|---|
| View | It allows users to view the module. |
| Create | It allows users to create new records for the module. |
| Modify | It allows users to update the details of the module. |
| Delete | It allows users to delete the records of the module. |
| Execute | It allows users to execute test case and test suite. |
| Import | It allows users to import entities like requirement, test case, test suite and issue. |
| Export | It allows users to export entities like requirement, test case, test suite and issue. |
| Link | It allows users to link entities like requirement, test case, test suite and issue. |
| Copy | It allows users to copy entities like requirement, test case, test suite and issue. |
| Versioning | It allows users to create and manage versions of requirement and test case. |
Admin can also choose to Apply or Clear all rights using the following buttons.
- Apply All Rights: Click on the button to assign all rights of all modules to the Role at once.
- Clear All Rights: Click the button to unselect the selected Permission check boxes in one go.
Remember : The permissions are assigned to a Role. It means all the users with that role for that project will have similar rights over the modules.
User module: The following rights are made independent of each other. The control settings for deactivating the users are kept separate so that the teams can create users without the control of deactivating any existing user.
- Create/Update
- Activate/Deactivate
Delete
Once you are done with allocating rights, click Create to create the user role with the permissions.
Permissions available if Customization App is disabled
Admin can assign "View" and "Modify" rights for the following QMetry modules:
- Requirement
- Test Case
- Test Suite
- Issue
The matrix of Modules and Rights are available on the screen. Admins can choose to provide selective rights for the different modules.
| Permissions | Implications |
|---|---|
| View | It allows users to view the module. |
| Modify | It allows users to update the details of the module. |
Admin can also choose to Apply or Clear all rights usign the following buttons.
- Apply All Rights: Click on the button to assign all rights of all modules to the Role at once.
- Clear All Rights: Click the button to unselect the selected Permission check boxes in one go.
Remember : The permissions are assigned to a Role. It means all the users with that role for that project will have similar rights over the modules.
Once you are done with allocating rights, click Create to create the user role with the permissions.
Editing User Roles
- Expand Customization and select Roles on the side bar. The screen displays list of created Roles.
- To update details of an existing role, click on the Edit button for the role you want to edit. It opens Edit screen for Role which is in editable mode.
- Make required changes and click Update.
Deleting User Roles
- Expand Customization and select Roles on the side bar. The screen displays list of created Roles.
- To delete a user role, click on the Delete button for the role you want to delete.
QMetry Report Rights
- User with "View" Report right: Users can view System reports and shared dashboard.
- Users with "View" and "Modify" Report rights: Users can view System reports, create custom dashboard and view shared dashboard.
- Users with "View" QMetry Insight right: Users can view Custom Gadgets.
- Users with "View" and "Modify" QMetry Insight rights: Users can write custom queries in QMetry and save them as gadgets. Modify right allows you to modify your created custom gadgets.