Team Permissions


Important: You must be an Organization Admin to view, create, and manage Team Permissions within GenRocket. Note that the rules in Team Permissions do not apply to Organization Administrators; users assigned to the Organization Admin role will have access to all GenRocket Projects, Domains and Scenarios and will also be able to modify Resources and Organization Variables.


The Team Permissions feature ensures users are only able to access the appropriate Projects and manage permitted information such as a Domains or Scenarios for those Projects. 


Setting up Team Permissions with specified Projects, Groups, and Members prevents unwanted changes such as a deleted Projects, Domains, or Scenarios. 


The following applies to all Team Permissions set up within GenRocket:

  • A Team can have multiple Projects.
  • A Project can only be assigned to one Team.
  • Each Project contains five Groups used to manage access to the Project. 
  • Each Project Group can have one or more Members.

Multiple Teams can be created for your Organization within the GenRocket web platform. Each Team can have one or more Projects and each Project will contain the following five Groups: 

  • Project
  • Domain
  • Scenario
  • Test Data Cases
  • Test Data Rules

Each Group defines what actions can be performed within a Project by users who have been added as Members. Only Members of a Group for the selected Project will have those permissions.


Note: Users added as Members are able to see what Team Permissions they are part of within the Project Dashboard when logged into the GenRocket web platform. 


Project Groups


For each Project added to a Team,  you have the option to configure five Groups, which determine what Members are able to do when working with a Project within the GenRocket web platform. This information may be configured when the Team is created or at a later time by editing the Team's information.


Example: Members added to the Domain Group for a Project are only able to manage Domains and their Attributes in the Dashboard for that Project. If the member requires different access to another Project, they will need to be added to the Domain Group for the other Project as well. 


Team GroupDescription
ProjectTeam Members added to this Group will be able to create, edit, and delete the selected Project as well as create Presets for the Project. They cannot modify Project Resources or Organizational Variables.

Users who are not part of the Team, will have read-only access to the Project (unless hidden) and will not be able to make any changes to it within the Project Dashboard.

If a Project does not belong to a Team, then the Project is accessible by everyone within the Organization.

Note: Projects may be set to hidden for a Team. When enabled, only Members of the Team will be able to see added Projects.
DomainTeam Members added to this Group will only be able to create, edit, and remove Domains and their Attributes for the selected Project. 

Attributes can only be managed through the Domain Dashboard, which is accessed by clicking on the Domain Name in the Project Dashboard.
ScenarioTeam Members added to this Group will only be able to create, edit, and remove the following for the selected Project:
  • Scenarios
  • Scenario Chains
  • Scenario Chain Sets
PermutationsTeam Members added to this Group will only be able to create, edit, and remove Test Data Permutations for the selected Project.
RulesTeam Members added to this Group will only be able to create, edit, and remove Test Data Rules for the selected Project.


An Example


Team Beta has 8 Members who need access to 3 separate Projects (A, B, C) within the GenRocket web platform.

  • Each Member does not need to have full access when working with these Projects. 

  • Some Members will need to access and manage the entire Project while others may only need to manage certain aspects of the Project.

  • For this example, some Members need to access and manage the Project while others only need to manage Domains or Scenarios.

Basic Team Permissions Setup


To ensure members are not able to make changes that could negatively impact a Project, the following steps can be taken: 

  • Create a Team titled: Team Beta.

  • Add the appropriate Projects to the Team.

  • Add the appropriate Users to each Group for the Project.


User Configuration


By adding Projects to the Team and Members to each Project Group, you can manage what actions users are able to perform when working with Projects associated with a Team. Please see the basic example below: 

  • Team Manager or Lead - Placed within the Project Group for managing Projects.

  • Database Analysts - Placed within the Domain Group for managing Domains and Attributes only.

  • Testers - Placed within the Scenario Group for managing Scenarios, Scenario Chains, and Scenario Chain Sets only.


Note: In this example, users who are not part of the Team should not see the Projects. The Hidden checkbox will need to be checked to ensure that only Members are able to access and view these Projects.


Project Group Configuration


Each Project has its own Groups to ensure that added Members are only able to perform the appropriate actions for those Projects. Please see the basic examples below:

  • Project A
    • Project Group - The Team Manager or Lead will be able to access and manage Project A.
    • Domain Group - Each Data Analyst will only be able to manage Domains and Attributes for Project A.

  • Project B
    • Project Group - The Team Manager or Lead will be able to access and manage Project B.
    • Domain Group - Each Data Analyst will only be able to manage Domains and Attributes for Project B.
    • Scenario Group - Each Tester will only be able to manage Scenarios, Scenario Chains, and Scenario Chain Sets for Project B.

  • Project C
    • Project Group - The Team Manager or Lead will be able to access and manage Project C.
    • Scenario Group - Each Tester will only be able to manage Scenarios, Scenario Chains, and Scenario Chain Sets for Project C.


In this example, access for the three Projects has been defined as follows: 

  1. The Team Manager or Lead is able to access and manage all three Projects. 
  2. Each Data Analyst can only access and manage Domains for Projects A and B. 
  3. Each Tester can only access and manage Scenarios, Scenario Chains, and Scenario Chain Sets for Projects B and C. 


Setting up access in this way ensures that only permitted users are able to modify or remove Projects, Domains, and Scenarios for a defined Team. 


Note: The same applies to Test Data Permutations and Test Data Rules when Members are added to these Groups for a selected Project.


How to Access and View Team Permissions


The Team Management Menu option may be used to manage existing Teams and to create new Teams for your Organization.

  • Teams can be accessed and viewed by expanding the Management Menu in the Project Dashboard and then selecting Team Management.


  • All Teams added for your Organization within the GenRocket web platform are displayed within a table (see image below).

  • Click on a Team Name within the table to view its information, make changes, or to delete it.


Note: This table will be empty if no Teams have been created. Please refer to the next section to learn how to create a new Team.


Creating a Team


Multiple Teams may be created to match the structure and access needs of your Organization. Each Team can be assigned one or more Projects, which will automatically have the 5 Groups discussed above for adding Members.


To create a new Team, complete the following steps: 

  • Click on Create to begin setting up a new team.


  • Click on each input field to enter a Name and Description for the Team. 

  • Click Create to finish creating the Team.


    Note: An additional checkbox titled Hidden will be present on the form. This option is unchecked (disabled) by default, but may be enabled to hide all Projects from users who are not part of the Team.

  • Once a Team has been created within the GenRocket web platform, you will be able to do the following: 

    1. Add Projects to the Team
    2. Add Members to a selected Project Group 

  • This information may be configured during Team creation or modified at any time by viewing a Team's information.


Managing Projects


A Team may have one or multiple Projects consisting of 5 Groups with Members. This section shows how to do the following: 

  • Add a Project to a Team
  • Delete a Project from a Team
  • Move a Project to a different Team


Adding Projects to a Team


Once a Team has been created, you will be able to add one or more Projects to it.  A Project can only be added to one Team. 


As soon as a Project is added to a Team, that particular Project will not be displayed in any other Team's available Projects list.


To add a Project to a Team, complete the following steps: 

  • Click on Add Projects to view Projects within your Organization.


  • A pop-up window will appear for selecting one or multiple Projects to add to the Team. 

  • Scroll up or down within the Available Column to view all Projects within your Organization.

  • Select the Projects to be added to the selected Team:
    • To search for a specific Project, click on the search field located above the list of available Projects and then type in part or all of the Project's name. Results matching the typed in value will appear within the Available Column.

    • To make an individual selection, click on a Project name and then click on the right-facing arrow. The selected Project will appear in the Chosen Column.


      Note: You may also perform a shift+click action and then click on the right-facing arrow to select multiple Projects.

    • Click on the + Choose All option at the bottom of the Available Column to add all Projects within your Organization to the Team. All Projects will automatically be added to the Chosen Column when using this option.


      Note: Use the +Clear All option or the left-facing arrow to remove Projects from the Chosen Column.

  • Once all desired Projects have been selected, click Add to finish. 


  • Added Projects will appear within the table.


Deleting Projects from a Team


To delete a Project from a Team, complete the following steps: 

  • Locate the appropriate Project with the Projects Table.

  • Click on the Delete (Trash Can) Icon to remove the Project.


  • A pop-up message will appear on the screen to ensure the Project should be deleted.

  • In the confirmation window, click Yes to delete the Project.


    Note: Click No to close the confirmation window without deleting the Project from the currently viewed Team.

  • Click OK in the Success Window to return to the Team configuration.



Moving Projects to Another Team


A Project can be moved to any other Team set up for your Organization. When a Project is moved, the current Member configuration for each Project Group will remain intact after the Project has been moved.


To move a Project to another Team, complete the following steps: 

  • Locate the appropriate Project with the Projects Table.

  • Click on the Move Icon within the Action Column to move the Project to another Team. For this example, AHSampleProject1 will be moved.


  • Select a Team from the drop-down menu.


  •  Click Save to save the change. For this example, Sample Team 2 will be chosen.


  • The Project will no longer appear within the Projects Table, as shown below:


Managing Members for Project Groups


Once a Project has been added to a Team, Members may be assigned to each Project Group to ensure the appropriate access is granted for each Project within the Team. 


This section shows how to do the following: 

  • Add Members to Project Groups
  • Delete Members from Project Groups


Adding Team Members to a Project Group


For every Project within a Team, you may add users as Members to 5 distinct Groups. Each Group defines what actions Members are able to perform for a selected Project within the Team.


Example: If a Member is added to the Scenario Group for the selected Project, then they will only be able to view and make changes to Scenarios, Scenario Chains, and Scenario Chain Sets for that Project.


Note: As soon as a user is added as a specific Project Group as a Member, that specific user will not be displayed in the Available Members list for any other Project Group.


To add a Member to a Project Group, complete the following steps: 

  • Select the Team by clicking on Management > Team Management within the Project Dashboard.

  • Click on the Team Name within the table.


  • Click on a Project with the Projects Table for the Team.


  • Select a Group from the drop-down menu to add one or more Members to it. In this example, Project has been chosen.


  • Click on Add Members within the Project Group Table to view and select from available users.


  • A pop-up window will appear for selecting one or multiple Members for the Project Group. Scroll up or down within the Available Column to view users within your Organization.

  • Select the users to be added as Group Members:
    • To search for a specific user within GenRocket, click on the search field located above the list of available users and then type in part or all of the user's name. Results matching the typed in value will appear within the Available Column.

    • To make an individual selection, click on a user and then click on the right-facing arrow. The selected user will appear in the Chosen Column


      Note: You may also perform a shift+click action and then click on the right-facing arrow to select multiple users.

    • Click on the + Choose All option at the bottom of the Available Column to add all users in your Organization to the Chosen Column


      Note: Use the +Clear All option or the left-facing arrow to remove users from the Chosen Column.

  • Once all desired users have been selected, click Add to finish adding the selected users as Members.


  • Added Members will appear within the table for the selected Group.


  • Users added as Members to a Group for one or more Team Projects will be able view their Teams within the Project Dashboard. 

  • They will need to click on the Team Icon located in the Projects section to view this information.



    Note: This icon will not be present for users who have the Organization Admin role.

  • A pop-up window will appear showing each Team the user is a Member of.


Deleting Members from a Project Group


To delete a member from a Project Group, complete the following steps: 

 

  • Select the Team by clicking on Management > Team Management within the Project Dashboard.

  • Click on the Team Name within the table.


  • Select the appropriate Group from the drop-down menu.


  • Next, click on the Delete (Trash Can) Icon to remove the Member. 


  • A pop-up message will appear on the screen to ensure the Member should be deleted.

  • Click Yes to continue and the Member will be removed from the selected Project Group.


    Note: Click No to close the window without removing the Member.

  • Click OK in the Success Window to return to the Team configuration.


Deleting a Team


To delete a Team, go to Management > Team Management and complete the following steps: 

  • Select the Team from the table by clicking on its name.

  • Click on the Delete Button to remove the Team.


  • A pop-up message will appear on the screen to confirm the Team should be removed. Click Yes to continue or No to cancel.


  • Click on OK within the Success Message to close the pop-up and return to the selected Team configuration.