Permissions Matrix
The complete permissions reference for all roles and how to configure them.
Permissions Matrix
The permissions matrix provides a complete, action-level view of what each role can do. This is the authoritative reference for understanding default permissions. Permissions marked as configurable can be toggled on or off per role per project (see Configure Permissions).
Test Cases
| Action | Owner | Project Admin | User | Guest |
|---|---|---|---|---|
| View test cases | Yes | Yes | Yes | Yes |
| Create test cases | Yes | Yes | Yes | -- |
| Edit test cases | Yes | Yes | Yes | -- |
| Delete test cases | Yes | Yes | -- | -- |
| Clone test cases | Yes | Yes | Yes | -- |
| Import test cases (CSV) | Yes | Yes | -- | -- |
| Export test cases (CSV) | Yes | Yes | -- | -- |
| Manage folders | Yes | Yes | Yes | -- |
| Add/remove attachments | Yes | Yes | Yes | -- |
Test Cycles
| Action | Owner | Project Admin | User | Guest |
|---|---|---|---|---|
| View test cycles | Yes | Yes | Yes | Yes |
| Create test cycles | Yes | Yes | Yes | -- |
| Edit test cycles | Yes | Yes | Yes | -- |
| Delete test cycles | Yes | Yes | -- | -- |
| Execute test cycles | Yes | Yes | Yes | -- |
| Assign test cases to cycles | Yes | Yes | Yes | -- |
| Remove test cases from cycles | Yes | Yes | -- | -- |
Test Plans
| Action | Owner | Project Admin | User | Guest |
|---|---|---|---|---|
| View test plans | Yes | Yes | Yes | Yes |
| Create test plans | Yes | Yes | Yes | -- |
| Edit test plans | Yes | Yes | Yes | -- |
| Delete test plans | Yes | Yes | -- | -- |
| Link/unlink cycles to plans | Yes | Yes | Yes | -- |
Requirements
| Action | Owner | Project Admin | User | Guest |
|---|---|---|---|---|
| View requirements | Yes | Yes | Yes | Yes |
| Create requirements | Yes | Yes | Yes | -- |
| Edit requirements | Yes | Yes | Yes | -- |
| Delete requirements | Yes | Yes | -- | -- |
| Link requirements to test cases | Yes | Yes | Yes | -- |
Defects
| Action | Owner | Project Admin | User | Guest |
|---|---|---|---|---|
| View defects | Yes | Yes | Yes | Yes |
| Create defects | Yes | Yes | Yes | -- |
| Edit defects | Yes | Yes | Yes | -- |
| Delete defects | Yes | Yes | -- | -- |
| Link defects to test cases | Yes | Yes | Yes | -- |
Reports & AI
| Action | Owner | Project Admin | User | Guest |
|---|---|---|---|---|
| View reports & dashboards | Yes | Yes | Yes | Yes |
| Generate AI reports | Yes | Yes | -- | -- |
| Use AI test case generation | Yes | Yes | -- | -- |
| Use AI test step suggestions | Yes | Yes | Yes | -- |
Settings & Administration
| Action | Owner | Project Admin | User | Guest |
|---|---|---|---|---|
| Manage project settings | Yes | Yes | -- | -- |
| Manage custom fields | Yes | Yes | -- | -- |
| Manage integrations (Jira, CI/CD, webhooks) | Yes | Yes | -- | -- |
| Manage notification preferences | Yes | Yes | -- | -- |
| Invite / remove team members | Yes | Yes | -- | -- |
| Configure role permissions | Yes | Yes | -- | -- |
| Manage API keys | Yes | Yes | -- | -- |
| Organization settings & billing | Yes | -- | -- | -- |
| Create / delete projects | Yes | -- | -- | -- |
| Transfer ownership | Yes | -- | -- | -- |
The tables above show default permissions. Permissions for the User and Guest roles can be customized per project. Owner permissions are fixed and always grant full access.
Configure Permissions
TestKase allows you to customize the permissions for the Project Admin, User, and Guest roles on a per-project basis. This means you can have a stricter permission set in a production testing project while being more permissive in a sandbox or training project.
How to Configure Permissions
- Navigate to Settings -> Team & Permissions within the project you want to configure.
- Select the role you want to customize (Project Admin, User, or Guest).
- You will see a list of all available permissions grouped by category (Test Cases, Test Cycles, Test Plans, Requirements, Defects, Reports, Settings).
- Toggle individual permissions on or off for each action. Each permission has a clear label describing what it controls.
- Changes are saved automatically. There is no separate save button -- each toggle takes effect immediately.
What Is Configurable vs. Fixed
Not all permissions can be toggled. The following rules apply:
- Owner permissions are fixed -- The Owner role always has full access to everything. You cannot restrict any Owner permission.
- View permissions are fixed -- All roles (including Guest) can always view artifacts they have been granted access to. You cannot revoke view access for a role that has project access.
- Create, edit, delete, execute, import, and export permissions are configurable -- These can be toggled on or off for the Project Admin, User, and Guest roles.
- Administrative permissions (managing settings, integrations, team members) are only available to Owner and Project Admin by default. They can be selectively enabled for the User role if needed.
When you change permissions for a role, the change applies to all users with that role in that project. There is no per-user permission override -- permissions are always role-based.
The Settings Page
The permission configuration interface is organized as a matrix of toggles. Rows represent individual actions (e.g., "Create test cases", "Delete defects"), and columns represent roles. Each cell contains a toggle switch. Enabled toggles are shown in blue, and disabled toggles are shown in grey.
Above the matrix, you will see a summary of how many permissions each role currently has enabled. This makes it easy to compare roles at a glance and verify that your permission configuration follows the principle of least privilege.