Organization Management

Organization-Level Management

TestKase uses a two-tier access model: organization-level and project-level. Understanding the distinction is important for managing your team effectively.

Organization-Level User Management

At the organization level, you manage the overall roster of users who belong to your TestKase organization. This is where you:

• Invite new users to the organization and assign their initial role.
• View all members across all projects in a single list.
• Change a user's organization-wide role.
• Remove users from the organization entirely, revoking access to all projects at once.
• Manage pending invitations and resend or cancel them as needed.

Project-Level User Management

At the project level, you control which organization members have access to a specific project and can customize their permissions within that project. This is where you:

• Grant or revoke project access for specific organization members.
• Override default role permissions for the User and Guest roles within this project.
• View the list of members who have access to this specific project.

How the Two Levels Interact

A user must be a member of your organization before they can access any project. The organization-level role sets the baseline permissions, and the project-level configuration can further restrict or expand those permissions within the scope of that project.

For example, a user with the "User" role at the organization level might have delete permissions enabled in a sandbox project but disabled in a production testing project.

Transfer Ownership

There may be situations where you need to transfer ownership of your TestKase organization to another user -- for example, when a team lead changes, when someone leaves the company, or during an organizational restructuring.

How to Transfer Organization Ownership

1. Navigate to Settings -> Organization -> General.
2. Scroll down to the Transfer Ownership section.
3. Select the user you want to transfer ownership to from the dropdown. Only existing members of your organization are eligible.
4. Confirm the transfer. You may be asked to re-authenticate for security purposes.
5. Once confirmed, the selected user becomes the new Owner, and your role is changed to Project Admin.

Important Considerations

• Only the current Owner can initiate a transfer. No other role has access to this feature.
• The transfer is immediate. Once you confirm, you lose Owner privileges instantly and cannot undo the action yourself.
• Your role is downgraded to Project Admin automatically. The new Owner can subsequently change your role if needed.
• Billing responsibility transfers along with ownership. The new Owner becomes responsible for the subscription and payment method.
• All projects transfer. Ownership transfer applies to the entire organization, including all projects within it.