This article is applicable to both TestFirst Desktop App and TestFirst Web App. |
The user must have the Create/Edit permission for Roles. Read more in this documentation section for more details. |
You can edit any custom role, including the default custom roles pre-created for your organization. Owner role is a system role and cannot be edited. |
In order to edit an existing 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 EDIT in the row of the role you want to edit. Edit 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.
- You can edit the role's Name and Description as well as edit the Permissions. In order to edit the permissions, simply check the permissions you want to grant to the users with this role and uncheck the ones you want to take away from them.
- Click SAVE. The dialog will be closed and a message informing you that the role has been updated will be displayed.
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