User Management

Invite Users

Inviting new team members to your TestKase organization is a straightforward process. You can invite users by email, assign them a role upfront, and track the status of pending invitations.

Step-by-Step Invitation Flow

1. Navigate to Settings -> Team & Permissions from the left sidebar or the organization settings menu.
2. Click the Invite User button in the top-right corner of the team management page.
3. Enter the user's email address in the invitation dialog. You can invite one user at a time.
4. Select a role for the invited user from the role dropdown. Choose the role that best matches the user's responsibilities (see Role Types above for guidance).
5. Click Send Invitation. The system will dispatch an email invitation to the provided address.

Email Invitation Details

The invited user will receive an email containing a link to join your organization. The email includes the name of your organization and the role they have been assigned. When the user clicks the link:

• Existing TestKase users are added to your organization immediately. They will see the organization and its projects in their dashboard on their next login.
• New users will be guided through the TestKase sign-up flow first. Once they complete registration, they are automatically added to your organization with the assigned role.

Pending Invitations

All outstanding invitations are displayed in the Pending section of the Team & Permissions page. From here, you can:

• View status -- See whether an invitation is still pending or has been accepted.
• Resend invitation -- Re-send the invitation email if the original was missed or expired.
• Cancel invitation -- Revoke a pending invitation before it is accepted. The invitation link will become invalid.

Manage Users

Once users have joined your organization, you can manage their roles, review their access, and remove them if needed. All user management actions are performed from the Settings -> Team & Permissions page.

User List

The user list displays every active member of your organization along with their:

• Name and email -- The user's display name and the email address they signed up with.
• Role -- Their current role (Owner, Project Admin, User, or Guest).
• Status -- Active or pending invitation.
• Date joined -- When they accepted the invitation and joined the organization.

Changing a User's Role

To change a user's role:

1. Find the user in the team member list.
2. Click the role dropdown next to their name.
3. Select the new role from the available options.
4. The change takes effect immediately. The user's permissions are updated across all projects.

Removing a User

To remove a user from your organization:

1. Find the user in the team member list.
2. Click the Remove button (or the options menu -> Remove User).
3. Confirm the removal in the confirmation dialog.

What Happens When a User Is Removed

When you remove a user from your organization:

• Access revoked -- The user loses access to all projects in the organization immediately.
• Data preserved -- All artifacts they created (test cases, execution results, comments, attachments) remain intact and are attributed to their account.
• Assigned items unaffected -- Test cases or cycles assigned to them retain the assignment record for audit purposes, but the user can no longer act on them.
• Re-invitation possible -- You can re-invite the user at any time. They will rejoin with the role you assign in the new invitation, not their previous role.