Invite Users
Inviting users to your TestCaseLab account is simple and flexible. This guide walks you through the steps to add team members and manage invitations effectively.
1. Open Company Settings
Log in to TestCaseLab and go to Company Settingsvia the sidebar.
Note:TestCaseLab allows you to invite anunlimited number of usersto your account.
2. Click ‘Invite User’
In Company Settings > Users, click the ‘Invite User’ button to begin the user invitation process.
3. Fill Out the Invitation Form
- Enter the following details:
- Email Address: The email address of the person you want to invite.
- User Name: The invitee’s name.
- After submitting the form, TestCaseLab will send an invitation email with a unique link.
4. Understand User Roles
Invited users are assigned the ‘Company Employee’ role by default.
Available Roles:
- Company Owner:
- Limited to one per account.
- Has full control, including managing the subscription.
- Company Administrators:
- Access to all projects and act as project administrators by default.
- Cannot manage the company subscription.
- Company Employees:
- No access to Company Settings.
- Can be assigned any role in specific projects they are added to.
5. Manage Invitations
After sending an invitation, you can:
- Update the email address if there’s an error.
- Resend the invitation if the invitee didn’t receive it or the link has expired.
6. Invite Multiple Users via CSV
To add several users at once:
- Go to Company Settings > Users
- Click the ‘Import Users’button
- Download the CSV template.
- Fill in the required details (e.g., name, email).
- Upload the completed file, and invitations will be sent automatically.
7. Track User Status
- Once a user accepts the invitation, their status changes to ‘Active.’
- You can then assign them to specific projects, where they can start contributing.
Learn how to assign users to projects*here*.
Manage Users
Effectively managing users ensures smooth collaboration and secure access within your TestCaseLab account. Here’s a simple guide how to handle user roles, access, and assignments.
1. Change a Company Role of User
Navigate to Company Settings > Users to update a user’s role.
2. Block or Unblock Users
In Company Settings > Users, you can:
- Block Users: Prevent them from accessing all projects and features.
- Unblock Users: Restore their access when needed.
3. Delete Users
To permanently remove a user:
- Go to Company Settings > Users.
- Select the option to delete the user from your Company Account.
Note: Deleted users lose all access to the account and its projects, and this action cannot be undone.
4. Assign Users to Projects
- In Company Settings > Users, assign users to specific projects.
- Set their project role based on their responsibilities.
Learn more about assigning**project roles**here*.*
What’s Next?
By managing user roles and access effectively, you ensure a well-organized and secure workspace for your team. For further details, check out our related guides or contact support. We’re here to help!