Members

This article describes managing the global roles that affect the members' permissions in the Allure TestOps instance as a whole. For roles affecting the members' permissions within a specific project, see Project → Access.

The administration interface described here is only available to users with the “Admin” global role.

Each account registered in Allure TestOps is assigned one of three global roles:

• “Admin” can view and edit all projects and manage other accounts.
• “User” can create their own projects, as well as access public projects or the private projects they have been invited to (see Project → Access).
• “Guest” can view the projects they were invited to, but cannot create or edit anything.

Admins and Users are collectively known as members.

As an Admin, you can use the Administration → Members interface to manage both members and guests, convert members to guests and vice versa, and invite new people. The interface is divided into four tabs:

• the Members tab for managing Admins and Users,
• the Guests tab for managing Guests,
• the Invites tab for managing the users that have not yet finished their registration,
• the Deactivated tab for managing inactive accounts.

Manage members

The accounts with the “Admin” and “User” global roles are listed on the Members tab.

For each member, the list shows:

• the member's full name,
• the member's username,
• the member's email address,
• the global role assigned to the member.

Enter a text into the search box to see only the members with names or emails containing the text.

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

By default, the list is split into pages with up to 25 accounts on each page. Use the arrows at the bottom to switch between the pages. Use the Items per page selector to change the page size.

Change accounts' global roles

To convert accounts between the “Admin” and “User” global roles:

1. Go to Administration → Members.

2. Select the Members tab.

3. 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.

4. In the dialog that appears, select the new role for the accounts: “Admin” or “User”.

   Click Change role to confirm the action.

Convert members to guests

To convert accounts with the “Admin” or “User” global roles to Guests:

1. Go to Administration → Members.

2. Select the Members tab.

3. 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.

4. In the dialog that appears, click the button to confirm the action.

Edit a member's profile

To edit a member's name or email:

1. Go to Administration → Members.

2. Select the Members tab.

3. Find an account in the list and click ⋯ → Edit profile next to it.

4. In the dialog that appears, edit the fields.

   • First name, Last name — the full name of the person.
   • Email — the email used for authentication and notification purposes. Must be unique within the Allure TestOps instance.

   Click Save changes.

Deactivate members

To deactivate accounts and ban them from logging into the Allure TestOps instance:

1. Go to Administration → Members.

2. Select the Members tab.

3. 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.

4. In the dialog that appears, click the button to confirm the action.

   The account will move from the Members tab to the Deactivated tab. You can activate the account later, see Activate accounts.

Manage guests

The accounts with the “Guest” global role are listed on the Guests tab.

For each guest, the list shows:

• the guest's full name,
• the guest's username,
• the guest's email address.

Enter a text into the search box to see only the accounts with names or emails containing the text.

By default, the list is split into pages with up to 25 accounts on each page. Use the arrows at the bottom to switch between the pages. Use the Items per page selector to change the page size.

Convert guests to members

To convert accounts with the “Guest” global role to Admins or Users:

1. Go to Administration → Members.

2. Select the Guests tab.

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

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

Edit a guest's profile

To edit a guest's name or email:

1. Go to Administration → Members.

2. Select the Guests tab.

3. Find an account in the list and click ⋯ → Edit profile next to it.

4. In the dialog that appears, edit the fields.

   • First name, Last name — the full name of the person.
   • Email — the email used for authentication and notification purposes. Must be unique within the Allure TestOps instance.

   Click Save changes.

Deactivate guests

To deactivate guest accounts and ban them from logging into the Allure TestOps instance:

1. Go to Administration → Members.

2. Select the Guests tab.

3. 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.

4. In the dialog that appears, click the button to confirm the action.

   The account will move from the Guests tab to the Deactivated tab. You can activate the account later, see Activate accounts.

Manage invites

Adding new members to an Allure TestOps instance is initiated via sending them an invitation email. Such an email contains a link to a registration form where the member fills in their details themselves and confirms the registration. The invites waiting for confirmation are listed on the Invites tab.

For each invite, the list shows:

• the email address to which the invite is sent,
• the username of the admin that sent the invite,
• the date and time when the invitation was sent,
• the global role that will be assigned to the account after registration,
• the “Expired token” if the registration hasn't been completed for more than 24 hours.

Enter a text into the search box to see only the invites with emails containing the text.

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

By default, the list is split into pages with up to 25 invites on each page. Use the arrows at the bottom to switch between the pages. Use the Items per page selector to change the page size.

Invite new members or guests

To invite one or more people to the Allure TestOps instance:

1. Go to Administration → Members.

2. Click Invite people.

3. In the dialog that appears, fill in the fields:

   • Invite by email — list of emails to send invites to.

     You can type any number of emails manually, using spaces as separators between them. Alternatively, copy and paste emails from another source (e.g., a text file or a spreadsheet), separated by spaces or line breaks.

     If the list contains an existing account's email or an invalid email, it will be highlighted red. The invites cannot be sent if the list contains such entries.

     Click on an email to edit it. Click on the Delete icon near an email to delete it from the list.

   • Invite as — the global role to assign to each of the invited accounts: “Admin”, “User” or “Guest”.

     The number of members with the “Admin” or “User” roles affects the pricing.
     See Allure TestOps Cloud Pricing or Allure TestOps Server Pricing for details.

4. Click Send invite.

   Allure TestOps will send the invitation emails within a few minutes. The link in an invitation email is valid for 24 hours, but you can resend the invite if necessary.

   Once the user follows the link and completes the registration, the invite will be removed from the Invites tab, and the new account will appear on the Members or Guests tab.

Change an invite's role

To change which global role will be assigned to an account after the confirmation:

1. Go to Administration → Members.

2. Select the Invites tab.

3. Find an account in the list and click ⋯ → Edit invite next to it.

4. In the dialog that appears, select the new role for the accounts: “Admin”, “User” or “Guest”.

   Click Save changes to confirm the action.

Resend invites

To send an invitation email with a newly generated link:

1. Go to Administration → Members.

2. Select the Invites tab.

3. Find an account in the list and click ⋯ → Resend invite next to it.

   Alternatively, select multiple invites with checkboxes and click Resend invites above the list.

   This will invalidate the previously sent links for this email address.

Cancel invites

To cancel an invitation, thus invalidating the link sent to a user:

1. Go to Administration → Members.

2. Select the Invites tab.

3. Find an account in the list and click ⋯ → Cancel invite next to it.

   Alternatively, select multiple invites with checkboxes and click Cancel invites above the list.

Manage deactivated accounts

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

For each deactivated account, the list shows:

• the account's full name,
• the account's username,
• the account's email address,
• the global role that was assigned to the account before deactivation.

Enter a text into the search box to see only the accounts with names or emails containing the text.

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

By default, the list is split into pages with up to 25 accounts on each page. Use the arrows at the bottom to switch between the pages. Use the Items per page selector to change the page size.

Activate accounts

To activate a previously deactivated account:

1. Go to Administration → Members.

2. Select the Invites tab.

3. 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 invites with checkboxes and click Activate accounts above the list. Note, however, that in this case the dialog will be skipped, and the account will get the same role it had before deactivation.