Invitation & Users

Overview

User management in TestKase starts at the organization level. You invite users to your organization by email, assign them a role, and then grant them access to specific projects. This centralized approach means you manage your team roster in one place, and project-level access is layered on top.

The Invitation & Users settings are accessible from the organization-level settings sidebar. The Organization Owner has full access, and Project Admins can invite users with the User or Guest role.

Invite Users

Step-by-Step Invitation Flow

1. Navigate to Settings → Invitation & Users from the organization settings sidebar.
2. Click the Invite User button.
3. Enter the user's email address. You can invite one user at a time.
4. Select a role for the invited user from the dropdown (Project Admin, User, or Guest).
5. Select the project(s) to grant the user access to.
6. Click Send Invitation. An email invitation is dispatched immediately.

Email Invitation Details

The invited user receives an email containing a link to join your organization. When the user clicks the link:

• Existing TestKase users are added to your organization immediately and see it on their next login.
• New users are guided through the sign-up flow first, then automatically added to your organization with the assigned role.

Pending Invitations

All outstanding invitations are displayed in the Pending section. From here you can:

• View status — See whether an invitation is still pending or has been accepted.
• Resend invitation — Re-send the email if the original was missed or expired.
• Cancel invitation — Revoke a pending invitation before it is accepted.

Users Access

The Users Access page provides a complete view of all users in your organization. From this page you can:

• View all organization users — See every member's name, email, role, status, and date joined.
• Search by email — Quickly find a specific user by typing their email address.
• Manage roles across projects — Change a user's role or project access from a single view.

Changing a User's Role

1. Find the user in the member list.
2. Click the role dropdown next to their name.
3. Select the new role. The change takes effect immediately across all projects.

Removing a User

1. Find the user in the member list.
2. Click the Remove button or the options menu → Remove User.
3. Confirm the removal.

When a user is removed:

• Access revoked — The user loses access to all projects immediately.
• Data preserved — All artifacts they created remain intact and attributed to their account.
• Re-invitation possible — You can re-invite the user at any time with a new role.

Next Steps

• User Permissions — Configure role-based access control and granular permissions per project.
• Profile & Password — Update your own account details.