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This article is applicable to both TestFirst Desktop App and TestFirst Web App. |
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The user must have the Create/Edit permission for Roles. Read more in this documentation section for more details. |
In order to create a custom role:
- Click the Administration item in the left menu panel. The menu will expand and display Roles and Permissions item.
- Click Roles and Permissions. Roles page will be displayed.
- Click CREATE ROLE button at the top of the page. Create Role dialog will be displayed. The dialog contains a table with the list of the permissions currently available in the system. The columns of the table are as follows:
- PERMISSION
- MANDATORY DEPENDENCIES - the permissions required for this permission to work. Represented by the number of dependencies in the format of
x of y
where x is the number of dependencies satisfied, and y is the total number of mandatory dependencies.
It is highlighted green when all the mandatory dependencies are satisfied.
This is followed by two links: Show (opens a dialog with the list of required permissions) and Check All (automatically checks all the required permissions in the list).
- RECOMMENDED DEPENDENCIES - the permissions recommended to ensure a seamless user experience. The column layout is similar to the MANDATORY DEPENDENCIES column.
- Enter the role's Name and Description and check the Permissions you want to grant to the users with this role. Make sure to check the corresponding permissions listed in MANDATORY DEPENDENCIES.
- Click SAVE. The dialog will be closed and the newly created role will appear in the Roles page.
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