Role Based Permissions

Updated by Kashif Hussain

Sofy provides role-based access control to ensure users have the right level of access based on their responsibilities. There are three roles available: Admin, Automation User, and Report Viewer. Admin and Super Admin can now configure the specific permissions granted to the Automation User and Report Viewer roles — for example, granting Automation Users edit access to Test Suites — instead of relying on the fixed defaults below. The tables below reflect the default configuration; your organization's actual permissions may differ if an Admin has customized them.

Admin

Admins have full access to all areas of Sofy, including user management, app uploads, test configuration, scheduling, billing, and reporting.

Area

Admin Capabilities

Application Manager

Upload, delete, view builds/apps

Test Case Management

Add, edit, delete test cases, templates, and suites

Schedule Management

Create, edit, delete schedules

Users / API Keys / Billing

Full access to manage users, API keys, and billing

Reports

Full access to all reports

Profile

Access and manage own profile

Automation User

Automation Users can create and edit test cases but cannot delete items or access administrative settings.

Area

Automation User Capabilities

Application Manager

View-only access to builds/apps

Test Case Management

Add/edit test cases and templates, View test suites only, No delete permissions

Schedule Management

View-only access

Users / API Keys / Billing

🚫 No access

Reports

View all reports except Usage Per User

Profile

Access and manage own profile

Report Viewer

The Reporting role is read-only, ideal for stakeholders who need visibility into results and analytics.

Area

Reporting Capabilities

Reports → Test Runs

View and filter reports by date, Drill into execution details

Reports → Misc Reports

View feedback email information

Profile

Update name and password

All Other Sections

🚫 No access

Permissions Matrix

Area / Action

Admin

Automation User

Reporting

Application Management

Upload applications/builds

✅

❌ (view only)

❌ (hidden)

Delete applications/builds

✅

❌

❌

View applications/builds

✅

✅ (view only)

❌ (hidden)

Test Case Management

Record new test cases

✅

✅

❌

Edit test cases

✅

✅

❌

Delete/disable test cases

✅

❌

❌

View test cases

✅

✅

❌

Record new templates

✅

✅

❌

Edit templates

✅

✅

❌

Delete templates

✅

❌

❌

View templates

✅

✅

❌

Create new test suites

✅

❌

❌

Edit test suites

✅

❌

❌

Delete test suites

✅

❌

❌

View test suites

✅

✅

❌

Schedule Management

Create/edit/delete schedules

✅

❌

❌

View schedules

✅

✅ (view only)

❌ (hidden)

User Management & Billing

Invite users

✅

❌

❌

Access API keys, billing, usage

✅

❌

❌

Access own profile

✅

✅

✅

Reports

View reports

✅ (all)

✅ (except Usage/User)

✅ (test runs + misc)

How to set Roles

An Admin can change the roles of other users (Admins or others) but not for their own roles, or the role of a Super-Admin (the Parent account).

The privileges for Super-Admin and Admin remain same, however an Admin may not directly change the role of a Super-Admin, given that it is the parent account.

As an Admin, navigate to Account -> Account settings.

Click on Users You will then see all the users listed out with their permissions. To change the role of another user, click on the Role dropdown associated with the email and select a new role for the user.

For all new users, you can set their roles at the time of invitation.

Click on Add Users button located on the left edge (see below)

Select the role associated with the invite.

Configuring Role Permissions

Admin and Super Admin users can fine-tune what the Automation User and Report Viewer roles can do, without needing a code change.

  1. As an Admin or Super Admin, navigate to Account → Access & Permissions.

  1. Select the Automation User or Report Viewer tab.
  2. For each resource (grouped by area — Automation, App Manager, and others), use the View / Create / Edit / Delete checkboxes to grant or remove access. For example, check Edit under Test Suites to let Automation Users edit test suites, which is disabled by default.
  3. Click Save Changes to apply, or Discard to cancel.

Admin and Super Admin always retain full access and are not configurable here. Creating entirely new custom roles is planned for a future release.

For any questions regarding these new roles, please feel free to reach out to customersupport@sofy.ai.

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