Set up Teams

Note:

• This documentation is for the Organizations created before December 20^th, 2023.

A Team is a group of users working on the same projects. A Team is created by either the Owner or Admin of an Organization.

Create a Team

Note:

• You must be the Owner or Admin of an Organization to have administrator rights to do this. If you would like to grant this privilege, see: Change user role

To create a Team, follow these steps:

1. Sign in to TestOps Admin and select your Account.
2. On the Account admin page, select your Organization.
   
3. Select the Teams section on the sidebar.
   

   The Manage Teams page appears.

   
4. Enter the Team name in the Create Team section and click Create.

Now you have named your Team. Since you are the Owner of your Team, you have full permission to transfer the Owner role to another team member. For more information about roles and permissions, refer to: Roles and permissions at the Project level

Add Users to a Team

Note:

• You have to invite users into an Organization first. Only Users of the Organization can be added to the Team.
• The billing manager cannot be added to teams or projects.

To add your current users to your team, follow these steps:

1. Sign in to TestOps Admin and select your Account.
2. On the Account admin page, select your Organization.
3. Select the Teams section on the sidebar.

   The Manage Teams page appears.

4. Mouse over the Team you want to choose, then click on the Extension icon at the end of the row.
   
5. Select Go to details.

   The Team page appears.

6. Click Users on the left bar of the Team page.

   The Manage Users page appears.

   
7. Select team members in the Add User to Team section. Click Add.

You have added a user to your Team.

Remove existing Users

Removing a user stops them from using their associated Katalon license(s) and allows you to optimize your resources for other users of your organization.

Note:

• You must be the Owner or Administrator of an Organization to do this. For more details, see: Change user role.

Warning:

• By clicking Remove, you immediately terminate the current session that the user is working on with their online licenses in Katalon Studio. Perform this step with caution.
• Removing a Licensed User working with an offline license does not revoke the license.

To remove existing Users, do as follows:

1. In the Manage Users page, click on the Trash bin icon to remove a User.
   
2. A Remove dialog pops up. Confirm your action by clicking Remove.

You have removed an existing user from your organization.

Transfer Team ownership

Note:

• The Owner can reassign Owner and lower roles to existing members.

• The Admin can reassign Admin and lower roles to existing members.

• Users can have different roles in different teams.

• To learn more about roles and permission at the team level, see: Roles and permissions at the Project level.

1. In the Manage Users page, click on the Pencil icon to edit the User's role.
   
2. The Edit Current User dialog pops up. Select the new role in the dropdown list. Then click Save.
   

You have changed the User's role.