Manage members

Member management covers lifecycle changes for existing Admin and User accounts. It does not cover first-time invitations or project-level collaborator changes.

Access to the Administration area is available only to users with the global Administrator role.

For an overview of global roles and what each one can do, see Project access model.

Active members

The accounts with the Admin and User global roles are listed on the Members tab in Administration → Members.

For each member, the list shows:

• full name;
• username;
• email;
• global role.

Enter text into the search box to filter members by name or email.

Select a global role in the upper-right corner to see only the members with the given role. Click Clear all to reset this filter.

By default, the lists in Administration → Members are paginated. Use the pager controls and Items per page selector to work through larger user sets.

Change global role

To change an account role from Admin to User and back:

1. Go to Administration → Members → Members tab.

2. Find an account in the list and click ⋯ → Change role next to it.

   Alternatively, select multiple accounts with checkboxes and click Change role above the list.

3. In the dialog that appears, select the new role: Admin or User.

4. Click Change role to confirm.

Convert member to guest

To change an account role from Admin or User to Guest:

1. Go to Administration → Members → Members tab.

2. Find an account in the list and click ⋯ → Convert to a guest next to it.

   Alternatively, select multiple accounts with checkboxes and click Convert to guests above the list.

3. In the dialog that appears, click Convert to a guest to confirm.

Change email

1. Go to Administration → Members → Members tab.

2. Find an account in the list and click ⋯ → Change email next to it.

3. In the dialog that appears, enter the member's new email.

   The email must be unique within the Allure TestOps instance.

4. Click Send verification link.

   The link expires in 24 hours.

Until the member clicks the link and confirms the new email:

• Allure TestOps will continue to use the current email.
• the email confirmation status is displayed in the member's account line:
  • the confirmation link was sent, less than 24 hours passed, but the new email was not confirmed;
  • the confirmation link was sent, but more than 24 hours passed, and the new email was not confirmed.

If the member did not receive a confirmation email or the link expired, click the confirmation status and select Resend link. To cancel the change before it is confirmed, click Cancel change.

Change name

1. Go to Administration → Members → Members tab.
2. Find an account in the list and click ⋯ → Edit name next to it.
3. In the dialog that appears, update the First name and Last name fields.
4. Click Save to confirm.

Deactivate member

1. Go to Administration → Members → Members tab.

2. Find an account in the list and click ⋯ → Deactivate account next to it.

   Alternatively, select multiple accounts with checkboxes and click Deactivate accounts above the list.

3. In the dialog that appears, click Deactivate account to confirm.

   The account moves to the Deactivated tab. You can reactivate it at any time — see Activate account.

Manage deactivated accounts

When you deactivate members or guests, the accounts are not deleted from the system but are moved to the Deactivated tab in Administration → Members. You can activate an account again at any time.

For each deactivated account, the list shows:

• full name;
• username;
• email;
• global role that was assigned before deactivation.

Enter text into the search box to filter accounts by name or email.

Select a global role in the upper-right corner to see only the accounts that had the given role before deactivation. Click Clear all to reset this filter.

Activate account

1. Go to Administration → Members → Deactivated tab.

2. Find an account in the list and click ⋯ → Activate account next to it.

   In the dialog that appears, choose the role to assign to the account and click Save changes.

   Alternatively, select multiple accounts with checkboxes and click Activate accounts above the list. In this case the dialog is skipped and the account gets the same role it had before deactivation.

Related pages

• Invite users to the instance for first-time account creation.
• Manage guests for guest-specific lifecycle tasks.
• Project access and visibility for project-level collaborator access.