Team Management
Invite users, assign roles and product access, manage your team.
Manage your organization's team from Organization → Members.
Inviting Users
- Go to Organization → Members. The invite form is inline at the top of the page — there is no separate "Invite User" button.
- Enter email addresses (comma-separated for bulk invites)
- Select Organization Role: Admin or Member
- Select Product Access: any combination of Automate, Live, Test Management, Accessibility and Visual
- Click Send Invite
Admin Invitations
When you select Admin as the org role:
- All five products (Automate, Live, Test Management, Accessibility, Visual) are automatically enabled and locked
- Admins always get access to all products
Member Invitations
When you select Member:
- Choose which products they can access
- They'll only see products they have access to in the Product Sidebar
Team List
The team page shows all organization members with:
| Column | Description |
|---|---|
| Name | User's full name |
| User's email address | |
| Org Role | Owner, Admin, or Member |
| Products | Badges for the products the user can access — Automate, Live, Test Management, Accessibility, Visual |
| Status | Active, Pending, or Expired |
Filters
Filter the team list by:
- Search — Name or email
- Role — Owner, Admin, Member
- Product — Automate, Live, Test Management, Accessibility, Visual
- Status — Active, Pending, Expired
Actions
| Action | Available For | Description |
|---|---|---|
| Edit | Active members (not Owner) | Change org role and product access |
| Resend | Pending invitations | Resend the invitation email |
| Remove | Anyone except Owner | Remove from organization |
Editing User Access
Click the edit icon on a team member to modify their access. Two things can be changed:
Changing Organization Role
- Switch between Admin and Member
- When promoting to Admin, all five products are automatically enabled (Admins always have full product access)
- When demoting from Admin to Member, their explicit project memberships are preserved but implicit access is removed
Changing Product Access
- Enable or disable Automate, Live, Test Management and Accessibility Testing independently
- For Admins, all five products are always enabled and cannot be unchecked
- For Members, you can grant any combination of the five products
Both changes take effect immediately — no invitation or acceptance needed.
Removing Users
When you remove a user:
- They're removed from the organization and all projects
- Their product access is revoked
- Their pending invitations are cancelled
- If they had no other organizations, they become an independent owner with a new organization on their next login
Seat Quota
Test Management uses a seat-based quota system:
- Free plan: 3 seats total, with 2 available invites
- Premium/Enterprise: Based on your subscription
- Accessibility Testing is unlimited — no seat quota
The invitation form shows your current quota usage (e.g., "2/3 used"). When your quota is full, you must either upgrade your plan or remove existing users before inviting new ones.
What consumes a seat, and what gives one back
A seat is held by anyone who has Test Management access, whether they have accepted yet or not:
- Sending an invitation consumes the seat immediately, before the invitee does anything with it.
- Granting Test Management to an existing member consumes a seat too — see Product Access. Automate, Live, Accessibility Testing and Visual consume no seats.
A seat comes back when:
- you Remove a user, or use Remove to cancel their pending invitation;
- the user leaves the organization themselves;
- you switch Test Management off for a member;
- an invitation expires unaccepted — invitations last 7 days, and a daily sweep then marks them Expired and returns the seat. So an ignored invitation does not hold a seat forever, but it does hold one for a week.
A bulk invite is all-or-nothing. If you paste more addresses than you have seats for, none of the invitations is sent — the whole request is refused with "You only have N invites remaining, but trying to send M invitations. Please buy more seats or delete some users". Trim the list or add seats and send again.
Invitation Flow
Accepting your invitation moves the invitee out of their current organization — and if they own one, permanently deletes it.
TestKase gives each user exactly one organization. When someone accepts your invitation:
- if they own an organization, that organization is permanently deleted — its projects, test cases, cycles, results and attachments, and every member's access to it — and its subscriptions are cancelled;
- if they are a member of another organization, they are detached from it and lose access to it.
None of this can be undone. The invitation email states it before they click. If you are inviting someone who already has a TestKase organization they want to keep, ask them to transfer its ownership to a colleague first.
- Owner or Admin sends invitation → user receives email
- User clicks link → signs up or logs in
- Invitation is accepted — any organization the user owned is deleted, and any organization they belonged to is detached
- User is added to your organization with the assigned role and product access
- User is redirected to their appropriate product dashboard