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.

Here is an insight into the different roles and their assigned permissions:

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 β†’ Test Runs

View and filter reports by date, Drill into execution details

Reports β†’ 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

βœ…

❌ (view only)

❌ (hidden)

Delete applications/builds

βœ…

❌

❌

View applications/builds

βœ…

βœ… (view only)

❌ (hidden)

Test Case Management

Record new test cases

βœ…

βœ…

❌

Edit test cases

βœ…

βœ…

❌

Delete/disable test cases

βœ…

❌

❌

View test cases

βœ…

βœ…

❌

Record new templates

βœ…

βœ…

❌

Edit templates

βœ…

βœ…

❌

Delete templates

βœ…

❌

❌

View templates

βœ…

βœ…

❌

Create new test suites

βœ…

❌

❌

Edit test suites

βœ…

❌

❌

Delete test suites

βœ…

❌

❌

View test suites

βœ…

βœ…

❌

Schedule Management

Create/edit/delete schedules

βœ…

❌

❌

View schedules

βœ…

βœ… (view only)

❌ (hidden)

User Management & Billing

Invite users

βœ…

❌

❌

Access API keys, billing, usage

βœ…

❌

❌

Access own profile

βœ…

βœ…

βœ…

Reports

View reports

βœ… (all)

βœ… (except Usage/User)

βœ… (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).

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.

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


How did we do?