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 Manage Team
   
   
3. Click Add team
   
4. Enter Team Name, select a Team Admin, and set a maximum test concurrency - Max Concurrent
   
   
5. Click Create Team
6. 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
   

Manage Roles in Functionize

The Manage Roles feature allows users to control permissions for different roles in the platform, such as Site Admin, Project Admin, Team Admin, and more.

Steps to Manage Roles:

1. Click the Administration Gear icon:

   • From the top navigation bar, select the Gear icon to access the administration options.
     

2. Open the Roles Dashboard:

   • Navigate to the Roles option from the dropdown menu.
     

3. Edit Roles:

   • On the Manage Roles page, click the Edit icon (pencil) next to a role to modify its permissions.
     

4. Adjust Permissions:

   • A role-specific window opens where you can manage what areas and functionalities a role has access to. Update the role's permissions as needed, then click Update Role to save the changes.
     

Default Permissions:

Each role comes with a set of predefined permissions:

• Site Admin: Has the most extensive permissions, including managing TDM, creating new users, modifying projects, orchestrations, integrations, and more.
• Team Admin: Can manage teams, users, orchestrations, and integrations.
• Project Admin: Focuses on project-specific actions, such as creating, modifying, and deleting tests.
• Tester and Viewer: Have more limited access, focusing on executing and viewing tests rather than modifying them.
  

This system ensures that access can be tailored to different users' responsibilities, providing flexibility and security.