Administrative Roles and Permissions

​Katalon Platform​ organizes users into four management levels:

• Owner: The owner of a team or project has the highest level of permissions. They can manage the team or project, including adding and removing members, and changing member roles. They can also create and delete tests, test suites, and projects.
• Administrator: The administrator has the next level of permissions. They can create and manage organizations, teams, and projects. They can also add and remove users, and change user roles.
• Billing Manager: The billing manager is responsible for managing billing for Katalon Platform subscriptions. They can view and download invoices, and change subscription plans.
• Member: Members have the lowest level of permissions in Katalon Platform. They can view and run tests, but they cannot make changes to the team or project.

For a more specific breakdown of what each role's permissions are, refer to:

• Roles and permissions at the team level

• Roles and permissions at account and organization level

View the user roles within an organization

Note:

• You must be the owner, a billing manager, or have administrator rights to do this. If you would like to grant this privilege to a member, see: Change user role.

To view the user roles in your organization, do as follows:

1. Sign in to Katalon TestOps and go to your project.
   The project Dashboard appears.
2. Click Settings at the top right corner. From the dropdown menu, click User Management.
3. You can see the roles of all users under the Role column.

Roles and permissions at the team level

A Team is a group of Users working on the same Projects. Only Users can view and access the Team's Projects.

A Team is created by either the Owner or Admins of an Organization. To learn how to create and manage a Team, see: Create and manage a Team

Roles	Owner	Admin	User
Description	If you create a new Team, you become its Owner by default.	Granted by the Owner	This role is automatically assigned to any person accepting the invitation to join the Team.
Permission	You have full permission to transfer the Owner role to another team member.	The Admin has similar privileges as the Owner but cannot transfer the Team ownership to an existing team member.	Users can only monitor the Project's progress.

Roles and permissions at account and organization level

Roles and permissions at account level

Note:

• Members do not have access to administrative features by default. Assign them another role to expand their privileges. To learn how, see: Change user role.

• The billing manager cannot be added to teams nor projects.

Permissions	Roles
	Owner	Admin	Billing Manager	Member
User Management	Invite users Revoke invitation Assign Account user role Remove Member from Account Transfer ownership Export User Management page	Invite users Revoke invitation Assign Account user role Remove Member from Account	View User Management page Export User Management page	No access
Subscription Management	Purchase subscription Upgrade subscription Cancel subscription Get quote	No access	Purchase subscription Upgrade subscription Cancel subscription Get quote Contact sales	No access
Payment Method	View payment method Add payment method Delete payment method	No access	View payment method Add payment method Delete payment method	No access
License Management	Distribute licenses to Organizations Transfer licenses between Organizations Revoke licenses from Organizations Assign licenses to Member	Distribute licenses to Organizations Transfer licenses between Organizations Revoke licenses from Organizations	View License Management page	No access
Organization Management	Create Organizations Update Organization information Delete Organizations	No access	No access	No access
Account Settings	Update Account information Delete Account	No access	No access	No access

Roles and permissions at organization level

Note:

• Members do not have access to administrative features by default. Assign them another role to expand their privileges. To learn how, see: Change user role.

Permissions	Roles
	Owner	Admin	Member
User Management	Invite users to Organization Revoke invitation Assign Organization user role Remove Member from Organization Transfer ownership Export User Management page	Invite users to Organization Revoke invitation Assign Organization user role Remove Member from Organization Transfer ownership Export User Management page	No access
Organization Settings	Change Organization information Delete Organization	No access	No access
License Management	Assign licenses to Members Transfer licenses between Members Revoke licenses from Members	Assign licenses to Members Transfer licenses between Members Revoke licenses from Member	No access
Product Utilization	View reports Filter reports Export reports	View reports Filter reports Export reports	No access

Note:

• If a member receives a checkout link generated by someone else, they can subscribe to and checkout licenses on Katalon Platform. This is only applicable if there is no predefined payment method. See: Katalon License Subscription.