Set up TestOps Teams

A Team is a group of Users working on the same Projects. A Team is created by either the Owner or Admin of an Organization to organize and manage the members involved in the same Projects.

Create a Team

Note:

• You must be the Owner or Admin of an Organization to have administrator rights to do this. If you would like to grant this privilege, see: Change user role

To create a Team, follow these steps:

1. Click on the Settings icon at the top right corner of the the the TestOps homepage and choose Team Management.

   The Manage Teams page appears.

   
2. Enter the Team name in the Create Team section and click Create.

Now you have named your Team. Since you are the Owner of your Team, you have full permission to transfer the Owner role to another team member. For more information about roles and permissions, refer to: Roles and permissions at the team level

Add Users to a Team

Note:

• You have to invite users into an Organization first. Only Users of the Organization can be added to the Team. To learn how, see: Invite users to join an Organization
• The billing manager cannot be added to teams or projects.

1. Click on the Settings icon at the top right corner of the TestOps homepage and choose Team Management.

   The Manage Teams page appears.

2. Mouse over the Team you want to choose, then click on the Extension icon at the end of the row.
   
3. Select Go to details.

   The Team page appears.

4. Click Users on the left bar of the Team page.

   The Manage Users page appears.

   
5. Select team members in the Add User to Team section. Click Add.

You've added a User to your Team.

Remove existing Users

Note: You must be the Owner or Admins of an Organization to have administrator rights to do this. If you would like to grant this privilege, see: Change user role

To remove existing Users, do as follows:

1. In the Manage Users page, click on the Trash bin icon to remove a User.
   
2. A Remove dialog pops up. Confirm your action by clicking Remove.

You've removed a existing user.

Transfer Team ownership

Note:

• The Owner can reassign Owner and lower roles to existing members.

• The Admin can reassign Admin and lower roles to existing members.

• Users can have different roles in different teams.

• To learn more about roles and permission at the team level, see: Roles and permissions at the team level

1. In the Manage Users page, click on the Pencil icon to edit the User's role.
   
2. The Edit Current User dialog pops up. Select the new role in the dropdown list. Then click Save.
   

You've changed the User's role.