Projects and users management (company level)

Understand the organization's project and user structure

Testim provides an organization structure, where a company comprises a list of projects and a list of users. In this article, we will explain how to manage these lists.

View Project Library

To view the Project Library:

  1. Click on your user avatar.
  2. Click the Team hyperlink.
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The last project in the list is a usage examples project, a read only project, which is used throughout the docs to help new users learn how to use Testim.

View Company Teammates

To view company teammates:

  1. Click on your user avatar.
  2. Click the Team hyperlink.
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Adding Company Teammates

Anyone can invite other company users, but it is only possible to grant them access to the projects that they have access to.

To add a user:

  1. In the Team screen, click + Teammate.
  2. Enter the user's email address into the field. You can enter multiple email addresses.
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  1. Select the projects these users will have access to by clicking the + button next to the project name.
  2. Click Invite.
    The user(s) will receive an email inviting them to activating their account.

Removing Company Teammates

To remove company teammates:

  1. Select one or more teammates you wish to remove. Use CTRL/CMD + click to select more than one teammate.
  2. Click the Delete User button. Alternatively you can right click the selected teammates and select "Delete users".
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The selected teammates will be removed from the company.

Read only users

If you want to add read-only users, please contact your Testim sales representative.
Please notice that such users are only blocked from saving tests in the UI.

Changing/Adding Company Owner and Project Owners

A company owner can assign/remove other users as company owners. There can be multiple owners for a company. Current company owners can also remove ownership, but there must be at least one company owner, as a result, the last owner cannot be removed as an owner or be deleted.

To assign a user as a company owner:

  1. Check that you are logged in as a company owner.
  2. In the Team screen, right-click on the user that is not a company owner and select Add company owner.
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Remove Company Owner

To remove a user from being a company owner:

  1. Check that you are logged in as a company owner.
  2. In the Team screen, right-click on the user that is a company owner and select Remove company owner.
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Navigating Between Companies and Projects

Navigating Between Companies
If you are a member of multiple companies you can use the dropdown shown when hovering on the company logo (top left corner) to navigate between companies.

Navigating Between Projects
You can switch to a different project at any time.

To switch the active project:

  1. Click the project drop-down menu in the header bar.
  2. Select a project from the list.
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Changing Company Name

When on the company page, hover over the company name (top left corner) and click the edit icon.