# Roles and permissions

URL: https://testmode.ai/docs/roles-and-permissions/

> What Owners, Admins, Editors and Viewers can do in Testmode: read results, write tests, manage logins, start runs, invite members and buy credits.

Every member of an organization has one of four roles: Owner, Admin, Editor or Viewer. Viewers can see every project's tests, runs and settings, but can't start runs or change tests and project settings. Editors also write and run tests and manage project setup, including credentials. Admins also manage invitations and billing, and Owners can do everything.

## The four roles

| Role | In short |
| --- | --- |
| **Viewer** | Sees test cases, plans, schedules, runs, explorations and project settings. Can't start runs or explorations, or change tests and project settings. |
| **Editor** | Everything a Viewer can do. Also creates projects, writes and runs tests, manages environments, credentials, variables and schedules, starts explorations and applies proposals. |
| **Admin** | Everything an Editor can do. Also deletes projects, renames the organization, invites members, buys credits and opens invoices and receipts. |
| **Owner** | Everything. Whoever creates the organization is its first Owner. |

## Permissions matrix

Testmode enforces these rules on its servers, not only in the app's buttons.

| Action | Viewer | Editor | Admin | Owner |
| --- | :---: | :---: | :---: | :---: |
| See test cases, plans, schedules, runs, explorations and project settings | Yes | Yes | Yes | Yes |
| See screenshots and console and network logs | Yes | Yes | Yes | Yes |
| See the organization's credit balance | Yes | Yes | Yes | Yes |
| Ask the **Assistant** about the project | Yes | Yes | Yes | Yes |
| Create projects | No | Yes | Yes | Yes |
| Change project settings (name, description, default test duration, default environment) | No | Yes | Yes | Yes |
| Create, edit and delete test cases and test plans | No | Yes | Yes | Yes |
| Create, edit and delete schedules | No | Yes | Yes | Yes |
| Create, edit and delete environments and variables | No | Yes | Yes | Yes |
| Create, edit and delete credentials | No | Yes | Yes | Yes |
| Start runs | No | Yes | Yes | Yes |
| Start, stop and delete explorations, and review and apply proposals | No | Yes | Yes | Yes |
| Delete projects | No | No | Yes | Yes |
| Rename the organization | No | No | Yes | Yes |
| Invite members, and resend or cancel invitations | No | No | Yes | Yes |
| Open **Billing**, buy credits and open **Invoices & receipts** | No | No | Yes | Yes |

Below the Editor role, **Settings** > **General** is read-only.

Every role can open the **Assistant** and ask about the project. Anything the Assistant changes needs the Editor role or above: creating test cases, test plans and variables, editing or disabling test cases, adding test cases to plans, starting explorations and applying proposals. For a Viewer, the Assistant refuses with "You need the Editor role or above to change this project."

An invitation can make someone a Viewer, Editor or Admin, never an Owner. Nobody can invite someone to a higher role than their own.

## Roles are per organization

A role belongs to one organization and covers every project in it. There are no project-level roles.

One person can have different roles in different organizations. In the demo workspace, Maren Veld is the Owner of Pellbrook Digital and an Editor in Kestrel Outdoor.

## Owners

Whoever creates an organization during onboarding becomes its first Owner. Owners can do everything Admins can.

Changing a member's role, removing a member and transferring ownership aren't available in the app. See [what you can't change in the app](https://testmode.ai/docs/manage-your-organization/#change-a-members-role-remove-a-member-or-delete-the-organization).

## Where to see your role

Open the organization menu at the bottom of the sidebar and choose **Profile**. The **Organization Roles** card lists your role in every organization you belong to, and the organization you're working in has a **Current** badge.

Owners and Admins can see everyone's role on the **Members** tab of **Organization Settings**.

## What Viewers see

Testmode hides or disables the controls a Viewer can't use:

- **No create buttons.** **Run test**, **New Test Case**, **New Test Plan** and **New exploration** aren't shown, and the project switcher has no **Create Project**.
- **Read-only test cases.** The row menu on **Test Cases** offers **View** instead of **Edit**, **Duplicate**, **Plans…** and **Delete**. The test case opens in a dialog titled **Test Case**, with the note "You need the Editor role or above to change test cases." and a **Close** button.
- **Disabled switches.** The switches that turn test cases, test plans and schedules on or off can't be changed. Hovering one shows "You need the Editor role or above to change this".
- **Plans without edit controls.** A test plan page has no **Add Test Case** button, no controls on the listed test cases and no settings menu. Its **Schedules** tab reads "Schedules run this test plan automatically. You need the Editor role or above to change them." and has no add, edit or delete controls.
- **Read-only project settings.** On **Settings** > **General**, the fields are disabled with "You need the Editor role or above to change these settings." On **Environments**, **Credentials** and **Variables**, the add, edit and delete buttons are hidden, and the star only shows which environment is the default.

Some controls depend on a higher role:

- **Delete project** on **Settings** > **General** appears only for Owners and Admins.
- **Organization Settings** and **Billing & credits** appear in the organization menu only for Owners and Admins.

If your role changes while a page is open, a change you try to save can still be refused. Testmode then shows an error such as "You don't have permission to change this test case", and nothing is saved.

Every role, Viewers included, can change their own **Display Name** and **Email Notifications** on **Profile**. Roles can't be changed in the app. If you need a different role, ask an Owner or Admin to contact the Testmode team (see [what you can't change in the app](https://testmode.ai/docs/manage-your-organization/#change-a-members-role-remove-a-member-or-delete-the-organization)).

## Related

- [Invite your team](https://testmode.ai/docs/manage-your-organization/): Invite teammates and choose their role.
- [Organizations and projects](https://testmode.ai/docs/workspace-model/): How organizations, projects and runs fit together.
- [Credits and billing](https://testmode.ai/docs/credits-and-billing/): Check the balance and buy credits.
