Every member of an organization has one of four roles: Owner, Admin, Editor or Viewer. The role applies to every project in that organization. Someone in several organizations can have a different role in each.
The four roles
Section titled “The four roles”| Role | In short |
|---|---|
| Viewer | Reads everything in the organization’s projects: test cases, plans, schedules, runs, session replays, logs, findings, Self-driving’s Inbox, activity and map, and settings, variable values included. Changes nothing, starts nothing and spends no credits. |
| Editor | Everything a Viewer can do. Also creates projects, writes and runs tests, asks the assistant, manages environments, credentials, variables, schedules and API keys, sets up and steers Self-driving, and starts explorations. |
| Admin | Everything an Editor can do. Also deletes projects, renames the organization, sets its allowed email domains, invites and removes members, and manages the plan and billing. |
| Owner | Everything. Only an Owner can make someone else an Owner, or change or remove another Owner. Whoever creates the organization is its first Owner. |
Permissions matrix
Section titled “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 session replays and console and network logs | Yes | Yes | Yes | Yes |
| See variable values | Yes | Yes | Yes | Yes |
| See findings, the Inbox, Self-driving’s activity and the map | Yes | Yes | Yes | Yes |
| See the plan and credits left | Yes | Yes | Yes | Yes |
| Read the conversations about Inbox items | Yes | Yes | Yes | Yes |
| Send the assistant messages (each costs credits) | No | Yes | Yes | Yes |
| Watch the live browser during a run | No | Yes | Yes | Yes |
| Create projects and change project settings | No | Yes | Yes | Yes |
| Create, edit and delete test cases, test plans and schedules | No | Yes | Yes | Yes |
| Create, edit and delete environments, credentials and variables | No | Yes | Yes | Yes |
| Start and cancel runs | No | Yes | Yes | Yes |
| Start, stop and delete explorations, and add their suggestions to the suite | No | Yes | Yes | Yes |
| Turn Self-driving on or off and change its settings and goal | No | Yes | Yes | Yes |
| Act on Inbox items: answer, apply, confirm, dismiss | No | Yes | Yes | Yes |
| Undo Self-driving’s changes, stop its reviews and investigations | No | Yes | Yes | Yes |
| Triage, file and resolve findings | No | Yes | Yes | Yes |
| Add, edit and delete notes; rank journeys; remove screens from the map | No | Yes | Yes | Yes |
| Pause and resume testing | No | Yes | Yes | Yes |
| Connect and disconnect Slack | No | Yes | Yes | Yes |
| Create and revoke API keys | No | Yes | Yes | Yes |
| Delete projects | No | No | Yes | Yes |
| Rename the organization and set its allowed email domains | No | No | Yes | Yes |
| Invite members, resend and cancel invitations | No | No | Yes | Yes |
| Change members’ roles and remove members (not Owners) | No | No | Yes | Yes |
| Make someone an Owner, change or remove an Owner | No | No | No | Yes |
| Open the Billing tab: choose or change the plan, cancel, invoices | No | No | Yes | Yes |
Good to know:
- Nobody ever sees a stored password. Credential passwords can be replaced, never read back, by any role.
- Your own role is changed by another Owner or Admin, never by you. The organization’s last Owner can’t be demoted or removed while other members remain.
- API keys follow their creator. A key works only while the member who created it is still an Editor, Admin or Owner. Removing that member, or making them a Viewer, stops their keys for good.
- AI apps connected over MCP act as the member who connected them, with that member’s role in each project. See Connect an AI agent over MCP.
- A role change shows up at once. The app of someone whose role changed, or who was removed, catches up the next time they return to its tab or it is refused something, and says what changed.
Which role to give
Section titled “Which role to give”- Viewer for people who read results: product managers, support, stakeholders who get the report emails.
- Editor for people who write and run tests, and for anyone setting up CI with an API key.
- Admin for team leads who manage people and billing.
- Owner for the account’s accountable owners. Keep at least two, so the organization never depends on one person.
Related
Section titled “Related”Manage your organizationInvite members, change roles and limit who can join.
Organizations and projectsHow organizations, projects and environments fit together.
Plans and billingWho can change the plan, and where to find invoices.