Users and Teams

Generate accounts for the Users that need access to TestMonitor and assign them to Teams in which they can collaborate.

xWhen people want to work together in TestMonitor, they will need a user account. You can easily create or invite users so they can access your TestMonitor environment. A user can be anyone that needs access to TestMonitor like a tester, a developer or an auditor. 

Users can also be assigned to one or more teams. Often, teams are used for a specific function, department, supplier, or organization to help keep track of the group a user belongs to. Using teams will help you throughout your project as you can filter data based on it. For example, you may want to see if a particular department is on track and so filter test results or issues by that team.

User Overview

You can find the user overview by clicking the Settings icon in the top right navigation and selecting Users in the left menu. The overview page contains a list of all of the users in your environment with their names, email and teams.

There are also some labels on the overview page that provide you with some quick information about the user account:

• Admin: This tag denotes a user who has full access to the environment.
• Owner: This tag denotes the person who ‘owns’ the environment for billing purposes. The user has no special permissions.
• 2FA: This tag shows that the user has two-factor authentication enabled for their account.

Create and Invite Users

TestMonitor gives you the option to manually add or to invite users to an environment. When you add a user, you will enter their profile information including a password, their assigned teams, and if they are an admin. When you invite a user, you only enter their name and email and select if they are an admin. The invited user will receive an email with a link that allows them to set their own password.

To add a user: 

1. Open the user overview page and click Add User in the top right. A popup will open with the following fields:
   1. First Name: Enter the user’s first name.
   2. Last Name: Enter the user’s surname.
   3. Email: Enter the user’s email address, this will be their login for TestMonitor.
   4. Password: Create a password for the new user that is at least 8 characters long, contains one upper and one lower case letter as well as one number and one special character. You will have to confirm the password to make sure there were no mistakes in entering it.
   5. Admin: Toggle the switch if the new user should be given administrative rights, which means they can access the settings.
   6. Teams: Select any teams you want the user to be a part of for later sorting purposes.
2. Click Add

To invite a user: 

1. Open the user overview page and click Invite User in the top right. A popup will let you enter the following fields:
   1. First Name: Enter the user’s first name.
   2. Last Name: Enter the user’s surname.
   3. Email: Enter the user’s email address, this will be their login for TestMonitor.
   4. Admin: Toggle the switch if the new user should be given administrative rights, which means they can access the settings.
2. Click Invite.
3. The user will receive an email with a link so they can complete their account by setting a password.

Update User Information

To update basic user information, click the arrow next to a user on the user overview page. This opens the user detail page.  

The First Name, Last Name, and Email fields can be edited by hovering over them and clicking the pencil icon that appears. Click to save any of the updated information.

Archive and Delete Users

If you created a user by accident, you can easily delete them: 

1. Open the user detail page. 
2. Click the three dots in the top right corner and select Delete.

If you no longer need a user account but the user was active in your environment in the past, you can archive the user with the steps below:

1. Open the user detail page. 
2. Click the three dots in the top right corner and select Archive.

Assign Users to Teams

Once you have users, you can manage them in teams. Click the Settings icon in the top right navigation and select Teams in the left menu to see the teams overview page. The teams overview page will let you view and manage teams in your environment.

To add users to a team: 

1. On the teams overview page, click the arrow for the team you want, opening the team detail page. 
2. Click Add Members in the top right. 
3. Search and add users to your team.
4. Click Add

Add and Update Teams

If you don’t see the team you want on the overview page, you may need to create a new one. To create a new team: 

1. On the teams overview page, click Add Team in the top right. 
2. Fill in the fields in the popup window: 
   1. Name: This is a required field and will be the title of the team you can later use for searching and filtering.
   2. Description: This is an optional field where you can briefly describe the team.
3. Click Add

If you need to change team information such as the name or description: 

1. On the teams overview page, click the arrow for the team you want to update, opening the team detail page. 
2. You can hover over the Name and Description field until a pencil icon appears to edit the fields.

Delete and Restore Teams

If you created a team by accident or no longer need it for your projects and reporting, you can delete the team. To delete an individual team: 

1. On the teams overview page, click the arrow for the team you want to update, opening the team detail page. 
2. Click the three dots in the top right corner and select Delete. 

Sometimes you might delete a team by accident. Deleted teams can be recovered using the Restore teams option on the teams overview page. Click on the three dots in the top right corner, select Restore teams and then click the arrow to restore a team.