Search

Managing Users & Roles

Adding and managing users in Functionize ensures that the right people have the right level of access to projects, tests, and integrations. User management is available only to Administrators at the account, team, or project level, depending on your license type.

Adding New Users

Only account-level Administrators can add new users. General Functionize users cannot invite members.

Steps to Invite a New User:

  1. From the main navigation, click the Team tab.
  2. From the Team List tab, click Invite Members.
  3. In the Invite User modal, complete all required fields:
    • First Name
    • Last Name
    • Email
    • Role
  4. Click Invite User.

If the user is new to Functionize, they’ll receive an email invitation to activate their account. Once activated, they’ll appear in the Team list.
If the user already has a Functionize account, they’ll be immediately added to the Team list.

User Roles and Permissions

Functionize supports multiple permission levels depending on your license:

Professional License

  • Team Member: Can fully interact with projects and test cases.
  • Admin: Includes Team Member rights, plus:
    • Add, remove, and modify user accounts.
    • Manage alerting, notifications, integrations, and SSO.

Enterprise License (RBAC)

Enterprise accounts include Role-Based Access Control (RBAC) with layered permissions. Roles can be assigned at the site, team, or project level, with access inherited from the most privileged role.

Default roles include:

  • Viewer: Can view tests, create TDM sources, and create orchestrations.
  • Tester: Viewer rights, plus the ability to execute tests and orchestrations.
  • Team Member: Can create, edit, execute, and delete tests and orchestrations 
  • Project Admin: Tester rights, plus manage tests, TDM sources, and orchestrations.
  • Team Admin: Project Admin rights, plus manage users and projects in a team.
  • Site Admin: Highest level of control; can manage teams, SSO, integrations, roles, and users across the site.

Managing Teams

Teams provide a way to organize users and set concurrency limits.

Steps to Create a Team:

  1. Open the Site Admin dashboard via the Administration Gear icon.
  2. Click Manage Team → Add Team.
  3. Enter a Team Name, assign a Team Admin, and set maximum test concurrency.
  4. Click Create Team.

Managing Users in Teams:

  • Navigate to User Management to add or deactivate members.
  • Use Invite User (same process as above) to assign members directly to a team.

Bulk User Creation via CSV

Admins can import multiple users at once using a CSV file.

CSV format:

firstname, lastname, email, teamid, teamrole

  • Contact Functionize Support to obtain Team IDs.
  • Upload the CSV via Import Users.
  • Click Import.

New users receive an email invitation; existing users are immediately added to the team.

Assigning Users to Projects

  1. From the Project Admin dashboard, click Add User.
  2. Select the user.
  3. Assign a role within the project.
  4. Click Add User.

Managing Roles

Admins can customize role permissions as needed.

Steps to Edit Roles:

  1. Click the Administration Gear → Roles.
  2. On the Manage Roles page, click the Edit icon next to a role.
  3. Adjust permissions in the role-specific window.
  4. Click Update Role to save.

Single Sign-On (SSO)

Functionize supports SAML- and OIDC-based Identity Providers, such as Entra ID, Okta, and Ping Identity, to streamline secure authentication.

To enable SSO for your organization:

  • Contact support@functionize.com to coordinate setup with our Support Team.

Summary

  • Only Admins can add or invite users.
  • Permissions differ by license type: Professional (basic roles) vs. Enterprise (RBAC).
  • Teams and Projects can be managed separately, with roles inherited based on the highest privilege.
  • Users can be added individually, in bulk (CSV), or via SSO integration for large enterprises.