Roles
Access in Reelspect is set at two levels: each person has a role in the organization, and a role in each project they work on. To assign roles, see Members.
Organization roles
| Role | Description |
|---|---|
| Admin | Manages the organization: people, projects and integrations. Acts as a Manager in every project of the organization, unless given a different project role. |
| Member | Has no organization management rights. Sees only the projects they are added to, plus public projects. |
Project roles
| Role | Description |
|---|---|
| Manager | Everything a Tester can do, plus test case statuses, project settings and project members. |
| Tester | Builds and runs tests: Library test cases, test plans, runs, schedules, tags and Jira issues. |
| Viewer | Sees everything in the project and works in their own Sandbox, but cannot change shared content. |
Viewer is not a read-only role. A Viewer can create and launch test cases in their own Sandbox, ask questions in Knowledge and in the session chat, and generate session reports.
How a person’s project role is decided
Reelspect uses the first rule that applies:
- A role given to the person in the project’s Members settings. This applies to organization Admins too: an Admin given an explicit project role gets that role, not Manager.
- An organization Admin with no explicit project role is a Manager.
- In a public project, any other member of the organization is a Viewer.
- Otherwise, the person has no access to the project.
Whether a project is public is chosen when the project is created. See Project settings.
Project permissions
| Action | Viewer | Tester | Manager |
|---|---|---|---|
| View the Library, test plans, runs, schedules, results and session recordings | Yes | Yes | Yes |
| Use their own Sandbox: create, edit, delete and launch test cases | Yes | Yes | Yes |
| Send a Library test case to their own Sandbox | Yes | Yes | Yes |
| Link Jira issues to their own Sandbox test cases | Yes | Yes | Yes |
| Ask questions in the session chat and generate session reports | Yes | Yes | Yes |
| Ask questions in Knowledge | Yes | Yes | Yes |
| Promote a Sandbox test case to the Library | No | Yes | Yes |
| Create, edit, move, duplicate and delete Library test cases and collections | No | Yes | Yes |
| Add and delete comments on Library test cases | No | Yes | Yes |
| Change a test case’s status (Draft, Active, Deprecated, Decommissioned) | No | No | Yes |
| Create, edit, delete and launch test plans | No | Yes | Yes |
| Create, edit, delete, launch and cancel runs; add and remove test cases | No | Yes | Yes |
| Override the status of a result | No | Yes | Yes |
| Create, edit, pause, delete and trigger schedules | No | Yes | Yes |
| Create, edit and delete tags | No | Yes | Yes |
| Link and unlink Jira issues on Library test cases, plans, runs and results | No | Yes | Yes |
| Report an issue to Jira from a result | No | Yes | Yes |
| Edit the project’s general settings (name, description, default URL) | No | No | Yes |
| Add, change and remove project members | No | No | Yes |
Organization permissions
| Action | Member | Admin |
|---|---|---|
| See the organization’s member list and Devices page | Yes | Yes |
| Run a Device Bridge and manage their own bridges | Yes | Yes |
| Create projects (New Project) | No | Yes |
| Add people, change organization roles, regenerate setup links, remove members | No | Yes |
| Set up Jira connections and project mappings (Integrations) | No | Yes |
| Cancel all running and queued runs and Sandbox sessions in the organization (Stop all); schedules are not paused | No | Yes |
| Act as Manager in every project without an explicit project role | No | Yes |
A bridge can only be made public, moved or removed by the person who registered it, whatever their role. See Private and shared devices.
Most buttons are shown to everyone in the project, whatever their role. If your role does not allow an action, Reelspect rejects it when you try and shows an error message. Only a few controls are hidden from people who cannot use them: New Project, the organization’s member management and Integrations, project member management, Stop all and the bridge owner controls.
When role changes take effect
Changes to a person’s project role apply straight away. A change to someone’s organization role, for example from Admin to Member, can take up to 5 minutes to reach the projects where they had the implicit Manager role.