Project Permissions

Owned by APPWRK Writer
Last updated: Nov 14, 2024
5 min read

AIO Tests allows users to specify operation-level permissions with the click of a button. Whether you want to assign specific users/groups to perform different actions, like creating cases, editing sets, etc., on AIO Tests or want to restrict their access, the test management tool lets you do it effortlessly. 

  • The permissions can be applied to active Jira users as well as Jira Groups.

  • The permissions set for one project do not have any impact on AIO Tests operations for other projects. 

  • The Group-based access (Apps → Manage Apps → AIO Tests → Access) is the first governing access for groups. Permissions set at the project level for Jira Groups do not override the access specified for those groups at the global level. 

In this documentation, you’ll understand:

Steps to Setup Permissions for Users/Groups

Step 1: To setup permissions for users/groups, simply click on the Gear icon and select the Project Settings option from the drop-down menu. 

Group 1-20240416-050307.png

Step 2: Click on the Permissions option in the sidebar menu. 

Only Jira & Project Admin & designated AIO Admins have access to setup permissions for a project.

Group 1 (1)-20240416-053840.png

Step 3: On the Project Permissions page, you can specify permissions for active Jira users as well as groups created in Jira. Click on the desired entity for which you want to edit the permissions - Cases, Sets, Cycles, Cycle Cases, Predefined Parameters, and Others.

 

Entity

Permission

Description

Entity

Permission

Description

Cases

Create/Edit

Ability to create and edit cases from different screens of AIO Tests 

 

Delete/Archive

Ability to delete and archive cases from AIO Tests 

 

Folder Create/Rename/Move

Ability to create, rename and move folders of cases from AIO Tests

 

Folder Delete

Ability to delete folder cases from AIO Tests 

Sets

Create/Edit

Ability to create and edit sets in AIO Tests 

 

Delete

Ability to delete sets from AIO Tests 

 

Folder Create/Rename/Move

Ability to create, rename and move folders of sets from AIO Tests

 

Folder Delete

Ability to delete folder sets from AIO Tests 

Cycles

Create/Edit

Ability to create cycle and edit cycle details in AIO Tests

 

Delete/Close/Archive

Ability to delete, close and archive cycles from AIO Tests (Adhoc Cycle cannot be deleted since it is a system-defined cycle)

 

Folder Create/Rename/Move

Ability to create, rename and move folders of cycles from AIO Tests

 

Folder Delete

Ability to delete folder cycles from AIO Tests 

Cycle Cases

Add

Ability to add cases in a cycle for execution

 

Remove

Ability to remove/delete cases from a cycle

 

Execute Cases

Ability to execute cases (status, timer, defects, attachments, etc.) and add runs to a case in a cycle

 

Lock Cycle

Ability to lock cycle so that no further changes can happen in the cycle

Predefined Parameters

Create/Edit

Ability to create and edit predefined parameters from AIO Tests 

 

Delete/Archive

Ability to delete and archive predefined parameters from AIO Tests

Others

Edit Project Settings

Ability to set up additional users as AIO Admins so that they can set Project Settings

 

Contact AIO Support

Ability to contact AIO Tests Support via the icon on the top

Step 4: Click on the Pencil icon for the desired entity/operation for which you want to change the access. 

Users have three options to set up permissions- All (default), Include, and Exclude.

  • All: All users having access to the project can perform the specified action.

  • Include: Only Users/Groups specified with Include access can perform the action. Everyone else is automatically excluded, which means they cannot perform the specified action.

  • Exclude: Users/Groups specified with Exclude access cannot perform the action. Everyone else can perform the specified action.

  • By default, all users having access to the Jira project can perform all operations in AIO Tests.

  • Group permissions are applied to all users belonging to that particular group. 

  • If users select the Include or Exclude option in Access, then they have to specify either Users/ Groups or both.

  • Users have the option to include/exclude, or grant access to all users within the Project Roles field for various functionalities.

  • Project admins can restrict access for other users by selecting the Exclude option from the Acess drop-down menu.

Step 5: Finally, click on the Save button. 

 

Impact of Permissions on Different Screens of AIO Tests

Permission

Impact

Permission

Impact

Exclude Create/Edit Cases

Excluded users cannot create/edit cases from:

  • Create Case button

  • Create a new case from Set

  • Create a new case from Cycle

  • Create new cases via import

  • Create new cases via automation results import (UI & API)

  • Edit case from the Cases grid and from Edit on the Case Details page

  • Edit case from cycle

Exclude Create/Edit Sets

Excluded users cannot create/edit set from:

  • Create Set button

  • Edit Set details from the Sets grid and from the Set Details page

  • Move sets in folders

Exclude Create/Edit Cycles

Excluded users cannot create/edit cycles from:

  • Create Cycle button

  • Copy cycle button

  • Create cycle via Jenkins/automation setup

  • Edit Cycle details from the Cycles grid and from the Cycle Details page

  • Move cycles in folders

Exclude Create/Edit Predefined Parameters

Excluded users cannot create/edit predefined parameters from:

  • Add parameter button

  • Edit parameter button

Exclude Delete/Archive Cases

Excluded users cannot delete/archive cases from:

  • Delete the case from the Cases grid and from Case Details page

  • Archive cases from the Cases grid and from Case Details page

Exclude Delete Sets

Excluded users cannot delete sets from:

  • Delete the set from the Sets grid and from Set Details page

Exclude Delete/Archive Cycles

Excluded users cannot delete/archive cycles from:

  • Delete cycle from the Cycles grid and from the Cycle Details page

  • Archive cycle from Cycles grid and from Cycle Details page

Exclude Delete/Archive Predefined Parameters

Excluded users cannot delete/archive predefined parameters from:

  • Delete predefined parameter from predefined parameter page

  • Archive predefined parameter from predefined parameter page

Exclude Folder Create/Rename/Move for Cases, Sets and Cycles

Excluded users cannot create/rename/move folders from:

  • Case/Set/Cycle folders structure

 

Exclude Folder Delete for Cases, Sets and Cycles

Excluded users cannot delete folders from:

  • Case/Set/Cycle folders structure

Exclude Add Cycle Cases

Excluded users cannot add new cases to a cycle:

  • While creating a cycle

  • While editing a cycle

  • From Manage Cases → Create new cases and Add existing cases

Exclude Remove Cycle Cases

Excluded users cannot remove cases from an existing cycle:

  • While editing a cycle

  • From Manage Cases → Bulk Remove cases

    • using the remove case icon on each case row

Exclude Execute Cases

Excluded users cannot:

  • Change the status of a case in the cycle

  • Add defects to a case

  • Add comments to a case

  • Add attachments to a case

  • Add runs to a case

  • Edit case from a cycle

Exclude Lock Cycle Cases

Excluded users cannot lock a cycle (Lock option is available under the Manage Cases button on the cycle details page. Locking cycle details can be found here)

Include Edit Project Settings

Included users can access the Project Settings page in Edit mode apart from the Jira and Project Admins

Exclude Contact AIO Support

Excluded users cannot contact AIO support (won’t see the Contact Us button)

For further queries and suggestions, feel free to reach out to our customer support via help@aiotests.com.