Roles & Permissions

Introduction

Permissions in TestCLIX are assigned per project.

A user can have varying access levels depending on the project.

Each project member has:

One primary role: Owner, Admin, Editor, Viewer, or Accountant
Optional additional permission - Billing

This guide explains:

What each role can see and do
How permissions work
How to check your permissions

To invite teammates or update their permissions, see Users & Invitations.

Quick Access Overview

I want to…	Required role
View tests and results	Viewer
Replay sessions in Session Player	Viewer
Create or edit tests	Editor
Run tests	Editor
Modify tests from Session Player	Editor
Manage users	Admin
Configure integrations	Admin
Access billing and invoices	Accountant or Billing-enabled
Full project control	Owner

Where to See Your Own Permissions

You can check your permissions in the current project from the following locations:

Settings - Project
Users Page (Admin & Owner)

Open Settings from the left sidebar menu.
Go to the Project tab.
In the Access & permissions section, find Your permissions.
Your role is shown as a badge.
From here, you can also Leave project (unless you are the only Owner).

Permission Matrix

Action	Owner	Admin	Editor	Viewer	Accountant
View tests & workspace	✓	✓	✓	✓	✗
View dashboards & history	✓	✓	✓	✓	✗
Replay in Session Player	✓	✓	✓	✓	✗
Create & edit tests	✓	✓	✓	✗	✗
Delete tests & directories	✓	✓	✓	✗	✗
Run tests (Execute)	✓	✓	✓	✗	✗
Manage users	✓	✓	✗	✗	✗
Send invitations	✓	✓	✗	✗	✗
Configure integrations	✓	✓	✗	✗	✗
Rename the project	✓	✗	✗	✗	✗
Billing & invoices	✓	Optional*	Optional*	Optional*	✓

* Billing is an additional permission that can be granted to Admin, Editor, or Viewer.

Project Roles

Each project member has a primary role that defines what they can access and manage in that project.

Owner

Full access to the project, including workspace, integrations, users, and billing.

Can:

Create, edit, run, and delete tests and directories
Use Session Player to replay and compare test sessions
Manage users and permissions
Configure integrations and project settings
Access billing, invoices, subscriptions, and shop purchases
Promote other users to Owner

Restrictions:

An Owner can change or remove their own Owner role only if there is at least one more Owner in the project

Admin

Manages the project, users, and integrations.

Can:

Create, edit, run, and delete tests and directories
Use Session Player to replay and compare test sessions
Invite users and manage permissions
Configure integrations (Jira, Slack, webhooks, API)
View integration logs
Manage project settings

Cannot:

Assign the Owner role
Remove another Admin or an Owner from the project
Rename the project (Owner only)
Manage billing unless Billing permission is granted

Editor

Works with tests and scenarios but cannot manage users or project-level settings.

Can:

Create, edit, and delete tests and directories
Record and modify scenario steps
Run tests (Execute)
Use Session Player to replay and compare test sessions
Mark test errors as acknowledged

Cannot:

Manage users
Change settings other than personal

Viewer

Read-only access to the workspace and project results.

Can:

Browse directories and tests
View history, statistics, dashboards, and search

Can also:

Replay sessions in Session Player (without actions that modify the test)

Cannot:

Create or edit tests
Run tests
Manage users
Change settings other than personal

Accountant

Billing-focused role without access to the test workspace.

Can:

View invoices
Manage billing settings
Manage subscriptions
Use the shop and purchases

Cannot:

Access the workspace
View or edit tests
Manage users

How Blocked Actions Work

Some features may remain visible even if you do not have permission to use them.

Blocked actions:

Appear grayed out
Show a lock icon
Cannot be clicked
Display a tooltip on hover:

“You don’t have permission. Contact your Admin.”

Actions remain visible so you know the feature exists and may require a higher role.

If you need additional access, contact your project Owner or Admin.

Access to Main Sections

Section	Who can access
Dashboard	All signed-in project members
Workspace	Viewer and above
Search	Viewer and above
Users (team management)	Admin and Owner
Shop	Accountant and Owner (or anyone with Billing enabled)
Settings	Depends on the tab (see below)

Settings Tabs

Tab	Who can access
Project, Security	Everyone
Billing data, Subscriptions, Invoices	Accountant and Owner (or Billing-enabled users)
Notifications, Your API Key, Webhook, Integrations	Admin and Owner

All of these settings apply to the currently selected project. For configuration details, see the integration guides: API, Webhooks, Emails, Slack, Telegram, and Jira.

Managing Team Access

Inviting teammates, managing pending invitations, and editing or removing project members are covered in:

Users & Invitations Invite teammates, manage pending invitations, and edit or remove project members.

Project Management Overview Creating, switching, renaming, and leaving projects.

FAQ

Why can I see a test but not run it?

You most likely have the Viewer role.

Running tests requires Editor or higher.

Why are some actions inside Session Player locked?

Replaying sessions is available from the Viewer role, but actions that modify the test - such as Combine screens or Modify scenario steps - require Editor or higher.

Ask your project Owner or Admin to change your role.

Why can’t I open the Users page?

Managing users requires Admin or Owner permissions.

You can still view your own role in:

Settings → Project
Users → Project overview (if visible)

Why can’t I see the Shop as an Admin?

Billing is a separate permission.

Ask your project Owner to enable Billing for your account.

Why can’t I assign the Owner role?

Only an existing Owner can promote another user to Owner.

Who can change my permissions?

Your project Owner or Admin.

If you are Owner or Admin go to:

Users → Actions → Edit

Do permissions apply across all projects?

No.

Permissions are assigned per project, so your role may change after switching projects.