Role and Access Management within Virtuoso

Article Overview:

This article will cover how you can achieve the following:
This article will provide insight on Role and Access Management within Virtuoso.

Problem Statement:

We have chosen Virtuoso as our automation platform as part of our digital transformation. Our Quality Assurance team possesses various skill sets, and we need to define and maintain user access and privileges accordingly.

Solution:

Virtuoso enables us to manage this through the following roles at the organization level: 

• Members
• Teams
• Roles

Before we explore how these sections help us, let's understand the Access levels and Built-in roles available within Virtuoso. 

By default, Virtuoso offers these access levels: 

• Owner –The admin of the organization and has the highest privileges
• Member – Member is a user with limited access. These users can be further customized to a granular level.

Each Member can be assigned one of the following built-in roles:

• Manage: This role can create and execute tests, create and manage execution plans, and perform management tasks.
• Write: This role can create and execute tests, and create and manage execution plans.
• Read: This role cannot create tests or plans, nor execute tests.
  
  

Managing users in Virtuoso:

Users are added to the organization by sending an invitation.

Steps:

1. The Admin/Owner clicks on "Invite to Organization," which opens a section to add Email(s) and select access level (either Member or Owner).

2. In the same invite, the user(s) can be added to a Team and Project.

• Note: Users can be added to a single team and a single project only during the invitation.

Once the invite is sent, all user details are available under the "Member" section of the organization. Users who have not yet accepted the invitation are listed under "Pending invites".

In the Members section, 

• Each user can be managed, and below are the various available parameters

1. Name
2. Teams
3. Projects
4. Access Level
5. Last Login

• The users can be removed or promoted or Demoted

1. Promote to Owner
2. Remove member from organization.
   
   

• Also enables users to be added to Team and Projects

Managing Teams in Virtuoso:

The Teams section lists all current organization teams. Teams allow giving to a set of users access to a set of projects.

• Create a new team:

1. Click on the New Team button on the top right side.  The owner can provide the team name, which must be unique within the organization.

2. Clicking on a team allows the organization owner to see a list of team members and the projects they can access within Virtuoso.
3. The Team tab title shows the number of members and projects listed, providing a quick overview.
4. Users can filter the displayed information by searching for specific member or project names, facilitating easy navigation and management.

Note: The team can be renamed by clicking on its name. It is also possible to delete the team by clicking on Delete Team in the upper right part of the screen.

5. In the Members tab, each member is listed along with the number of teams they belong to and the projects they have access to within Virtuoso.

6. The organization owner can remove a user from a selected team by clicking on the remove icon next to the user's name.

Example of Members section within Teams 

Example of Projects section within Teams 

Note: The Permissions attribute shown above contains all the access roles that would have been created by the owner for an Organization.

To learn more: managing teams