RBAC Quick Start

Functionize RBAC Overview

Role-Based Access Control (RBAC) is an enterprise feature that provides a Customer Administrator with additional levels of control and customization in their Functionize application. You can organize your Functionize users based on Projects or Teams and set permissions for each user using the following Role Hierarchy:

  • Site Admin
  • Team Admin
  • Project Admin
  • Tester
  • Viewer

Create a Team

  1. Click the Administration Gear icon and open the Site Admin dashboard

  2. Click Create Team

  3. Enter Team Name, select a Team Admin, and set a maximum test concurrency - Max Concurrent

  4. Click Create Team
  5. Click User Management to add and remove members from your Teams

 

Create Users

Users can be created by importing a CSV file in the following format:

firstname, lastname, email, teamid, teamrole

At this time, please contact us for the TeamID for the teams you make. 

  1. Click Import Users

  2. Select your CSV file. Click Import
    • If the user has not logged in to Functionize before, they will receive an email invitation with a link to activate their account and once activated, they will appear in the Team list
    • If the user is already active on Functionize, they will also appear in the Team list

 

Invite User to Team

  1. Click User Management 
  2. Select a Team to view the Team list and invite members

  3. Click Invite User

  4. Enter the User's First Name, Last Name, Email, select their Role and select the Team - this will default to the Team you are viewing


  5. Click Invite
    • If the user has not logged in to Functionize before, they will receive an email invitation with a link to activate their account and once activated, they will appear in the Team list
    • If the user is already active on Functionize, they will also appear in the Team list

 

Assign Users to Projects

  1. Click the Administration Gear icon and open the Project Admin dashboard

  2. Click Add User

  3. Select the User to be added and select the User's Role within the Project

  4. Click Add User