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RBAC roles and permissions

Reference for the default permissions of each new RBAC role and how legacy product-level permissions map to the new permission model.

This page provides two reference tables:

New permissions and roles

The following table lists the default permissions for each new RBAC role (Admin, User, Viewer). The Products column indicates which products each permission applies to.

Entity Permissions Products Admin User Viewer
Dashboards Create Global ✔️ ✔️
Dashboards View Global ✔️ ✔️ ✔️
Dashboards Edit Global ✔️ ✔️
Dashboards Delete Global ✔️ ✔️
Integrations View Global ✔️ ✔️ ✔️
Integrations Edit Global ✔️ ✔️
Integrations Create Global ✔️ ✔️
Integrations Delete Global ✔️
Projects Create All Products ✔️ ✔️
Projects View All Products ✔️ ✔️ ✔️
Projects Edit All Products ✔️
Projects Delete All Products ✔️
Projects Archive All Products ✔️
Projects Transfer Project All Products ✔️
Project Settings View All Products ✔️ ✔️ ✔️
Project Settings Edit All Products ✔️
Project Settings Allow Public View Percy, App Percy ✔️
Project Settings Token View Percy, App Percy ✔️ ✔️
Project Settings Token Refresh Percy, App Percy ✔️
Project Settings Project Screenshot limit set Percy, App Percy ✔️
Project Settings Browser selection Percy, App Percy ✔️ ✔️
Project Settings Other Project Setting Percy, App Percy ✔️ ✔️
Project Settings Element Attribute Configuration LCA ✔️ ✔️
Project Settings Service Account LCA ✔️
Project Settings General TRA, Automate, App Automate, TCM ✔️
Project Settings Alerts TRA, Automate, App Automate, TCM ✔️
Project Settings Smart Tags TRA, Automate, App Automate, TCM ✔️
Project Settings Auto Failure Analysis TRA, Automate, App Automate, TCM ✔️
Project Settings Unique Failure Auto Analysis TRA, Automate, App Automate, TCM ✔️
Project Settings Failure Categories TRA, Automate, App Automate, TCM ✔️
Project Settings Rerun Configurations TRA, Automate, App Automate, TCM ✔️
Project Settings Quality Gate TRA, Automate, App Automate, TCM ✔️
Project Settings Notifications TRA, Automate, App Automate, TCM ✔️ ✔️
Project Settings Webhook TRA, Automate, App Automate, TCM ✔️ ✔️
Automation Runs (Builds) Create TCM, LCA, Percy, App Percy, TRA, Automate, App Automate, Web A11ly, App A11ly ✔️ ✔️
Automation Runs (Builds) View TCM, LCA, Percy, App Percy, TRA, Automate, App Automate, Web A11ly ✔️ ✔️ ✔️
Automation Runs (Builds) Edit TCM, LCA, Percy, App Percy, TRA, Automate, App Automate, Web A11ly ✔️ ✔️
Automation Runs (Builds) Delete TCM, LCA, Percy, App Percy, TRA, Automate, App Automate, Web A11ly ✔️ ✔️
Automation Runs (Builds) Archive TCM, LCA, Percy, App Percy, TRA, Automate, App Automate, Web A11ly ✔️ ✔️
Automation Runs (Builds) Download and Share Reports TRA, Automate, App Automate, TCM, Web A11ly ✔️ ✔️ ✔️
Automation Runs (Builds) Re-run tests TRA, Automate, App Automate, TCM, LCA ✔️ ✔️
Automation Runs (Builds) Mute/Unmute tests TRA, Automate, App Automate, TCM ✔️ ✔️
Automation Runs (Builds) Create defects TRA, Automate, App Automate, TCM ✔️ ✔️
Automation Runs (Builds) Update failure categories TRA, Automate, App Automate, TCM ✔️ ✔️
Automation Runs (Builds) Approve Percy, App Percy ✔️ ✔️
Automation Runs (Builds) Sync Percy, App Percy ✔️ ✔️
Automation Runs (Builds) Sync all Percy, App Percy ✔️ ✔️
Automation Runs (Builds) Merge Percy, App Percy ✔️ ✔️
Automation Runs (Builds) Add Manual Results TRA, Automate, App Automate, TCM ✔️ ✔️
Automation Runs (Builds) Create & Manage Views TRA, Automate, App Automate, TCM ✔️ ✔️
Automation Runs (Builds) Add to Run Group TRA, Automate, App Automate, TCM ✔️ ✔️
SnapShots View App Percy, Percy ✔️ ✔️ ✔️
SnapShots Approve App Percy, Percy ✔️ ✔️
SnapShots Comment App Percy, Percy ✔️ ✔️
SnapShots Sync App Percy, Percy ✔️ ✔️
SnapShots Sync All App Percy, Percy ✔️ ✔️
SnapShots Merge App Percy, Percy ✔️ ✔️
Folders Create TCM, LCA ✔️ ✔️
Folders View TCM, LCA ✔️ ✔️ ✔️
Folders Edit TCM, LCA ✔️ ✔️
Folders Delete TCM, LCA ✔️ ✔️
Test Cases Create TCM ✔️ ✔️
Test Cases View TCM ✔️ ✔️ ✔️
Test Cases Edit TCM ✔️ ✔️
Test Cases Delete TCM ✔️ ✔️
Test Cases Archive TCM ✔️ ✔️
Test Plans Create TCM ✔️ ✔️
Test Plans View TCM ✔️ ✔️ ✔️
Test Plans Edit TCM ✔️ ✔️
Test Plans Delete TCM ✔️ ✔️
Form Fields and Values Create TCM ✔️
Form Fields and Values View TCM ✔️
Form Fields and Values Edit TCM ✔️
Form Fields and Values Delete TCM ✔️
Manual Runs Create TCM ✔️ ✔️
Manual Runs View TCM ✔️ ✔️ ✔️
Manual Runs Edit TCM ✔️ ✔️
Manual Runs Delete TCM ✔️ ✔️
Manual Runs Execute Test Run TCM ✔️ ✔️
Manual Runs Delete Closed test run TCM ✔️
Attachments Delete TCM ✔️
Templates Create TCM ✔️
Templates Edit TCM ✔️
Templates Delete TCM ✔️
LCA Test Create LCA ✔️ ✔️
LCA Test View LCA ✔️ ✔️ ✔️
LCA Test Edit LCA ✔️ ✔️
LCA Test Delete LCA ✔️ ✔️
LCA Test Suite Create LCA ✔️ ✔️
LCA Test Suite View LCA ✔️ ✔️ ✔️
LCA Test Suite Edit LCA ✔️ ✔️
LCA Test Suite Delete LCA ✔️ ✔️
Data Configuration Create LCA ✔️ ✔️
Data Configuration View LCA ✔️ ✔️ ✔️
Data Configuration Edit LCA ✔️ ✔️
Data Configuration Delete LCA ✔️ ✔️
Workspaces Read Bug Capture ✔️ ✔️ ✔️
Workspaces Create/Edit Bug Capture ✔️ ✔️
Workspaces Delete Bug Capture ✔️
Bug Capture Folders Create Bug Capture ✔️ ✔️
Bug Capture Folders Read Bug Capture ✔️ ✔️
Bug Capture Folders Create/Edit Bug Capture ✔️ ✔️
Bug Capture Folders Delete Bug Capture ✔️ ✔️
Bug Capture Folders Manage Access Bug Capture ✔️ ✔️
Bugs Read Bug Capture ✔️ ✔️ ✔️
Bugs Create/Edit Bug Capture ✔️ ✔️
Bugs Delete Bug Capture ✔️
Bugs Comment Bug Capture ✔️ ✔️ ✔️
Bugs Assignees Bug Capture ✔️ ✔️
Bugs Labels Bug Capture ✔️ ✔️ ✔️
Workspaces add_user Requestly ✔️ ✔️
Workspaces remove_user Requestly ✔️
Workspaces sync_rule_status Requestly ✔️ ✔️ ✔️
Workspaces generate_public_link Requestly ✔️
Rules enable/disable_rule Requestly ✔️ ✔️ ✔️
Rules pin/rules_extension Requestly ✔️ ✔️ ✔️
Rules update_rule Requestly ✔️ ✔️
Rules duplicate_rule_group Requestly ✔️ ✔️
Rules import rules Requestly ✔️ ✔️
Rules share/export rules Requestly ✔️ ✔️
API Client send request Requestly ✔️ ✔️ ✔️
API Client update request Requestly ✔️ ✔️
API Client update collection Requestly ✔️ ✔️
API Client switch environment Requestly ✔️ ✔️ ✔️
API Client update environment_variable Requestly ✔️ ✔️
API Client define env variable Requestly ✔️ ✔️
API Client view secrets Requestly ✔️ ✔️
API Client export requests Requestly ✔️ ✔️
API Client create new requests Requestly ✔️ ✔️
API Client import collections Requestly ✔️ ✔️
API Client import curl Requestly ✔️ ✔️
Sessions update sessions Requestly ✔️ ✔️
Sessions view active sessions Requestly ✔️ ✔️ ✔️
Sessions export session data Requestly ✔️ ✔️

Old permission to new mapping

The following tables show how each existing product-level permission translates into the new permission model, grouped by product.

Test Reporting & Analytics

Old Entity Old Access Type Old Admin Old User Old Tester Old Viewer New Entity New Access Type New Admin New User New Viewer
Debugging Actions record_build_runs ✔️ ✔️ NA Automation Runs (Builds) Create ✔️ ✔️
Debugging Actions re_run_tests ✔️ ✔️ NA Automation Runs (Builds) Re-run tests ✔️ ✔️
Debugging Actions mute_unmute_tests ✔️ ✔️ NA Automation Runs (Builds) Mute/Unmute tests ✔️ ✔️
Debugging Actions create_defects ✔️ ✔️ NA Automation Runs (Builds) Create defects ✔️ ✔️
Debugging Actions update_failure_categories ✔️ ✔️ NA Automation Runs (Builds) Update failure categories ✔️ ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings General ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Alerts ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Smart Tags ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Auto Failure Analysis ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Unique Failure Auto Analysis ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Failure Categories ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Rerun Configurations ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Quality Gate ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Notifications ✔️ ✔️
Build & Project Administration modify_project_settings ✔️ NA Project Settings Webhook ✔️ ✔️
Build & Project Administration archive_projects ✔️ NA Projects Archive ✔️
Build & Project Administration archive_builds ✔️ NA Automation Runs (Builds) Archive ✔️ ✔️
Reporting & Collaboration download_share_reports ✔️ ✔️ NA ✔️ Automation Runs (Builds) Download and Share Reports ✔️ ✔️ ✔️
Reporting & Collaboration manage_custom_views ✔️ ✔️ NA Automation Runs (Builds) Create & Manage Views ✔️ ✔️

App Percy

Old Entity Old Access Type Old Admin Old User Old Tester Old Viewer New Entity New Access Type New Admin New User New Viewer
Project view ✔️ ✔️ ✔️ ✔️ Projects View ✔️ ✔️ ✔️
Project create ✔️ ✔️ ✔️ Projects Create ✔️ ✔️
Project archive ✔️ Projects Archive ✔️
Builds view ✔️ ✔️ ✔️ ✔️ Automation Runs (Builds) View ✔️ ✔️ ✔️
Builds create ✔️ ✔️ ✔️ Automation Runs (Builds) Create ✔️ ✔️
Builds approve ✔️ ✔️ Automation Runs (Builds) Approve ✔️ ✔️
Builds sync ✔️ ✔️ ✔️ Automation Runs (Builds) Sync ✔️ ✔️
Builds merge ✔️ ✔️ Automation Runs (Builds) Merge ✔️ ✔️
Builds sync_all ✔️ ✔️ Automation Runs (Builds) Sync all ✔️ ✔️
Snapshots view ✔️ ✔️ ✔️ ✔️ Snapshots View ✔️ ✔️ ✔️
Snapshots approve ✔️ ✔️ Snapshots Approve ✔️ ✔️
Snapshots comment ✔️ ✔️ ✔️ Snapshots Comment ✔️ ✔️
Snapshots sync ✔️ ✔️ ✔️ Snapshots Sync ✔️ ✔️
Snapshots sync_all ✔️ ✔️ Snapshots Sync All ✔️ ✔️
Snapshots merge ✔️ ✔️ Snapshots Merge ✔️ ✔️
Project Settings allow_public_view ✔️ Project Settings Allow Public View ✔️
Project Settings token_view ✔️ ✔️ ✔️ Project Settings Token View ✔️ ✔️
Project Settings token_refresh ✔️ Project Settings Token Refresh ✔️
Project Settings project_screenshots_limit_set ✔️ Project Settings Project Screenshot limit set ✔️
Project Settings browser_selection ✔️ ✔️ Project Settings Browser selection ✔️ ✔️
Project Settings other_project_settings ✔️ ✔️ Project Settings Other Project Setting ✔️ ✔️
Integrations create ✔️ Integrations Create ✔️ ✔️
Integrations update ✔️ Integrations Edit ✔️ ✔️
Integrations delete ✔️ Integrations Delete ✔️

Percy

Old Entity Old Access Type Old Admin Old User Old Tester Old Viewer New Entity New Access Type New Admin New User New Viewer
Project view ✔️ ✔️ ✔️ ✔️ Projects View ✔️ ✔️ ✔️
Project create ✔️ ✔️ ✔️ Projects Create ✔️ ✔️
Project archive ✔️ Projects Archive ✔️
Builds view ✔️ ✔️ ✔️ ✔️ Automation Runs (Builds) View ✔️ ✔️ ✔️
Builds create ✔️ ✔️ ✔️ Automation Runs (Builds) Create ✔️ ✔️
Builds approve ✔️ ✔️ Automation Runs (Builds) Approve ✔️ ✔️
Builds sync ✔️ ✔️ ✔️ Automation Runs (Builds) Sync ✔️ ✔️
Builds merge ✔️ ✔️ Automation Runs (Builds) Merge ✔️ ✔️
Builds sync_all ✔️ ✔️ Automation Runs (Builds) Sync all ✔️ ✔️
Snapshots view ✔️ ✔️ ✔️ ✔️ Snapshots View ✔️ ✔️ ✔️
Snapshots approve ✔️ ✔️ Snapshots Approve ✔️ ✔️
Snapshots comment ✔️ ✔️ ✔️ Snapshots Comment ✔️ ✔️
Snapshots sync ✔️ ✔️ ✔️ Snapshots Sync ✔️ ✔️
Snapshots sync_all ✔️ ✔️ Snapshots Sync All ✔️ ✔️
Snapshots merge ✔️ ✔️ Snapshots Merge ✔️ ✔️
Project Settings allow_public_view ✔️ Project Settings Allow Public View ✔️
Project Settings token_view ✔️ ✔️ ✔️ Project Settings Token View ✔️ ✔️
Project Settings token_refresh ✔️ Project Settings Token Refresh ✔️
Project Settings project_screenshots_limit_set ✔️ Project Settings Project Screenshot limit set ✔️
Project Settings browser_selection ✔️ ✔️ Project Settings Browser selection ✔️ ✔️
Project Settings other_project_settings ✔️ ✔️ Project Settings Other Project Setting ✔️ ✔️
Integrations create ✔️ Integrations Create ✔️ ✔️
Integrations update ✔️ Integrations Edit ✔️ ✔️
Integrations delete ✔️ Integrations Delete ✔️

Test Management

Old Entity Old Access Type Old Admin Old User Old Tester Old Viewer New Entity New Access Type New Admin New User New Viewer
Project write ✔️ ✔️ ✔️ Project Create ✔️ ✔️
Project write ✔️ ✔️ ✔️ Project Edit ✔️
Project delete ✔️ Project Delete ✔️
Test Cases & Folders write ✔️ ✔️ ✔️ Test Cases Create ✔️ ✔️
Test Cases & Folders write ✔️ ✔️ ✔️ Test Cases Edit ✔️ ✔️
Test Cases & Folders write ✔️ ✔️ ✔️ Folders Create ✔️ ✔️
Test Cases & Folders write ✔️ ✔️ ✔️ Folders Edit ✔️ ✔️
Test Cases & Folders delete ✔️ ✔️ Test Cases Delete ✔️ ✔️
Test Cases & Folders delete ✔️ ✔️ Folders Delete ✔️ ✔️
Test Cases & Folders archive_test_cases ✔️ ✔️ ✔️ Test Cases Archive ✔️ ✔️
Custom Fields write ✔️ Form Fields and Values Create ✔️
Custom Fields write ✔️ Form Fields and Values Edit ✔️
Custom Fields delete ✔️ Form Fields and Values Delete ✔️
Custom Fields view ✔️ Form Fields and Values View ✔️
Test Plans write ✔️ ✔️ Test Plans Create ✔️ ✔️
Test Plans write ✔️ ✔️ Test Plans Edit ✔️ ✔️
Test Plans delete ✔️ ✔️ Test Plans Delete ✔️ ✔️
Test Runs write ✔️ ✔️ ✔️ Manual Runs Create ✔️ ✔️
Test Runs write ✔️ ✔️ ✔️ Manual Runs Edit ✔️ ✔️
Test Runs delete ✔️ ✔️ Manual Runs Delete ✔️ ✔️
Test Runs execute ✔️ ✔️ ✔️ Manual Runs Execute Test Run ✔️ ✔️
Closed Test Runs delete ✔️ Manual Runs Delete Closed test run ✔️

Bug Capture

Old Entity Old Access Type Old Admin Old User Old Tester Old Viewer New Entity New Access Type New Admin New User New Viewer
Workspaces read ✔️ ✔️ NA ✔️ Workspaces Read ✔️ ✔️ ✔️
Workspaces write ✔️ ✔️ NA Workspaces Create/Edit ✔️ ✔️
Workspaces delete ✔️ NA Workspaces Delete ✔️
Folders create ✔️ ✔️ NA Bug Capture Folders Create ✔️ ✔️
Folders read ✔️ ✔️ NA ✔️ Bug Capture Folders Read ✔️ ✔️ ✔️
Folders write ✔️ ✔️ NA Bug Capture Folders Create/Edit ✔️ ✔️
Folders delete ✔️ ✔️ NA Bug Capture Folders Delete ✔️ ✔️
Folders manage_access ✔️ ✔️ NA Bug Capture Folders Manage Access ✔️ ✔️
Bugs read ✔️ ✔️ NA ✔️ Bugs Read ✔️ ✔️ ✔️
Bugs write ✔️ ✔️ NA Bugs Create/Edit ✔️ ✔️
Bugs delete ✔️ NA Bugs Delete ✔️
Bugs comment ✔️ ✔️ NA ✔️ Bugs Comment ✔️ ✔️ ✔️
Bugs assigness ✔️ ✔️ NA Bugs Assignees ✔️ ✔️
Bugs labels ✔️ ✔️ NA ✔️ Bugs Labels ✔️ ✔️ ✔️

Requestly

Old Entity Old Access Type Old Admin Old User Old Tester Old Viewer New Entity New Access Type New Admin New User New Viewer
Workspaces add_user ✔️ ✔️ NA Workspaces Add user ✔️ ✔️
Workspaces remove_user ✔️ NA Workspaces Remove user ✔️
Workspaces sync_rule_status ✔️ ✔️ NA ✔️ Workspaces Sync rule status ✔️ ✔️ ✔️
Workspaces generate_public_link ✔️ NA Workspaces Generate public link ✔️
Rules enable_disable_rule ✔️ ✔️ NA ✔️ Rules Enable/Disable rule ✔️ ✔️ ✔️
Rules pin_rules_extension ✔️ ✔️ NA ✔️ Rules Pin rules extension ✔️ ✔️ ✔️
Rules update_rule ✔️ ✔️ NA Rules Update rule ✔️ ✔️
Rules duplicate_rule_group ✔️ ✔️ NA Rules Duplicate rule group ✔️ ✔️
Rules import_rules ✔️ ✔️ NA Rules Import rules ✔️ ✔️
Rules share_export_rules ✔️ ✔️ NA Rules Share/Export rules ✔️ ✔️
API Client send_request ✔️ ✔️ NA ✔️ API Client Send request ✔️ ✔️ ✔️
API Client update_request ✔️ ✔️ NA API Client Update request ✔️ ✔️
API Client update_collection ✔️ ✔️ NA API Client Update collection ✔️ ✔️
API Client switch_environment ✔️ ✔️ NA ✔️ API Client Switch environment ✔️ ✔️ ✔️
API Client update_environment_variable ✔️ ✔️ NA API Client Update environment variable ✔️ ✔️
API Client define_env_variable ✔️ ✔️ NA API Client Define env variable ✔️ ✔️
API Client view_secrets ✔️ ✔️ NA API Client View secrets ✔️ ✔️
API Client export_requests ✔️ ✔️ NA API Client Export requests ✔️ ✔️
API Client create_new_requests ✔️ ✔️ NA API Client Create new requests ✔️ ✔️
API Client import_collections ✔️ ✔️ NA API Client Import collections ✔️ ✔️
API Client import_curl ✔️ ✔️ NA API Client Import curl ✔️ ✔️
Sessions update_sessions ✔️ ✔️ NA Sessions Update sessions ✔️ ✔️
Sessions view_active_sessions ✔️ ✔️ NA ✔️ Sessions View active sessions ✔️ ✔️ ✔️
Sessions export_session_data ✔️ ✔️ NA Sessions Export session data ✔️ ✔️

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