User Permissions
Manage team members, assign roles, and configure permissions for your projects.
Overview
TestKase provides a comprehensive role-based access control (RBAC) system that lets you manage who can view, create, edit, and delete testing artifacts across your organization and its projects. Whether you are running a small QA team or coordinating across dozens of stakeholders, TestKase gives you the tools to enforce the right level of access for every team member.
At its core, the permission system is built around four built-in roles that cover the vast majority of collaboration patterns in modern software testing. Each role comes with a sensible set of default permissions, and you can further customize those permissions on a per-project basis to match your team's exact workflow.
Users are managed at the organization level and then granted access to individual projects. This two-tier model means you invite someone once, and then control which projects they can see and what they can do within each project.
4 built-in roles
Owner, Project Admin, User, and Guest cover every collaboration pattern
Email invitations
Invite team members by email with a specific role pre-assigned
Granular permissions
Toggle-based control for every action on every artifact type per role
Per-project configuration
Customize role permissions independently for each project
Organization-level management
Invite once, grant access to multiple projects from a single dashboard
Ownership transfer
Safely hand off project or organization ownership when responsibilities shift
Role Types
TestKase ships with four built-in roles. Each role is designed for a specific type of participant in your testing workflow. Roles determine the default set of permissions a user receives when added to a project, though individual permissions can be further customized (see Configure Permissions below).
Owner
The Owner role represents the highest level of authority in TestKase. There is exactly one Owner per organization. The Owner has unrestricted access to every project, every setting, and every administrative function. Owner permissions cannot be limited or overridden through the permissions configuration UI.
- Full control over organization settings, billing, and subscription.
- Can create, archive, and delete projects.
- Can invite and remove any user and change any user's role.
- Can configure permissions for all other roles.
- Can transfer organization ownership to another user.
- Has access to all testing artifacts (test cases, cycles, plans, requirements, defects, reports) across every project.
Project Admin
The Project Admin role is designed for team leads, QA managers, and senior engineers who need full control within specific projects but do not require organization-level administrative access.
- Full control over all testing artifacts within assigned projects.
- Can manage project-level settings: integrations, custom fields, notification preferences.
- Can invite users to the project and change roles within the project.
- Can configure permissions for the User and Guest roles within their projects.
- Can import and export test cases, generate reports, and manage CI/CD integrations.
- Cannot modify organization-level settings, billing, or subscription.
- Cannot delete the project itself (only the Owner can do this).
User
The User role is the standard role for active QA engineers, developers, and other team members who contribute to day-to-day testing work. Users can create and modify testing artifacts but have limited administrative and destructive capabilities by default.
- Can create, edit, and clone test cases, test cycles, test plans, requirements, and defects.
- Can execute test cycles and record results.
- Can add attachments and comments to test cases.
- Can view reports and dashboards.
- Limited delete access by default (can be enabled by an admin via permission configuration).
- Cannot manage project settings, integrations, or team members.
- Cannot import or export data by default (can be enabled).
Guest
The Guest role is designed for stakeholders, clients, product managers, and other observers who need visibility into testing progress but should not modify any data.
- Read-only access to test cases, test cycles, test plans, requirements, and defects.
- Can view reports, dashboards, and execution history.
- Cannot create, edit, delete, or execute any artifacts.
- Cannot access project settings or team management.
- Ideal for external stakeholders who need audit or compliance visibility.
Role Comparison
The following table provides a high-level comparison of the four roles and their default capabilities:
| Capability | Owner | Project Admin | User | Guest |
|---|---|---|---|---|
| View testing artifacts | Yes | Yes | Yes | Yes |
| Create & edit artifacts | Yes | Yes | Yes | No |
| Delete artifacts | Yes | Yes | Limited | No |
| Execute test cycles | Yes | Yes | Yes | No |
| Import / export data | Yes | Yes | No | No |
| View reports & dashboards | Yes | Yes | Yes | Yes |
| Generate AI reports | Yes | Yes | No | No |
| Manage project settings | Yes | Yes | No | No |
| Manage team members | Yes | Yes (project) | No | No |
| Configure permissions | Yes | Yes (project) | No | No |
| Manage integrations | Yes | Yes | No | No |
| Organization settings | Yes | No | No | No |
| Billing & subscription | Yes | No | No | No |
| Delete project | Yes | No | No | No |
| Transfer ownership | Yes | No | No | No |
"Limited" means the permission is off by default but can be enabled by a Project Admin or Owner through the Configure Permissions settings.
Next Steps
- User Management -- Invite team members, manage roles, and handle user onboarding and offboarding.
- Permissions Matrix -- The complete permissions reference for all roles and how to configure them.
- Organization Management -- Manage organization-level access, project-level overrides, and ownership transfer.
- Best Practices & FAQ -- Guidelines for secure team management and answers to common questions.