Account settings

The Account Settings (account admin only) section is where you can manage the projects in your account, and also view additional information about your projects and users. If you are the account owner, you will see the ‘Account Settings’ link on the top left side of your screen, next to the ’Help’ link. This link is not available to other users.
Account Settings Access

General Tab

  • Set account details
  • View and modify your license type
  • See all active and expired projects
  • Change payment information and see payment details
  • See Account's User Information
General tab
In addition, if you are using the Enterprise version, you can use the API Tokens.

 

Project Management Tab

Create a new project

In order to save you time, when creating a new project, you can choose whether to clone (copy) the structure of an existing project you have or to create a project based on a relevant template. (The option to create a completely clean project resides in both options mentioned above.)

Create a new Project

If you choose to clone from an existing project, you will have the option to choose which project to clone and what configuration settings of this project you want in your new project. You can independently choose to copy your fields (custom and system), your user groups and workflow, and/or your users and their groups’ assignment.

Create a new Project

If you tick “choose from template” you will receive the option to choose the method according to which you want your project structure to be. Your options will be:

  1. Traditional - supports waterfall and similar with ready-made fields, filters and dashboard items to support cycles, features, sub-features, Test Level and Build.
  2. Agile - Supports Agile DevOps and Agile like with ready-made fields, filter and dashboard items to support Release, Sprint, Build, Feature, Sub-feature and Test level
  3. Traditional + Automation - supports waterfall and similar with ready-made fields, filters and dashboard items to support cycles, features, sub-features, Test Level, Build and different execution types (manual and automated).
  4. Agile + Automation - Supports Agile DevOps and Agile like with ready-made fields, filter, and dashboard items to support Release, Sprint, Build, Feature, Sub-feature, Test level and different execution types (manual and automated).
  5. Start from scratch - No pre-defined custom fields, filters or dashboard items. Creates a clean empty new project.

For the full information about each template, please click it or you can click the “What are the differences?” link at the bottom and compare all options.

Create a new Project

Once you press “Create my new project” the new project will be created with the elements of the template you chose and will appear in the project drop-down list at the top left side of your screen next to the “search” tab.

Note: Although PractiTest does not limit the number of projects you can have in your account, at the beginning your account will be limited to 4 active projects. The reason for this is to make sure that you are using your projects correctly and not creating unnecessary overhead to your users. To lift this limitation simply contact our support team and they will explain to you how to add additional projects.

Edit Project

Projects Management

Under the same tab you can:

  • See all existing projects and included users
  • Enable / Disable / Delete whole projects
  • Edit a specific project: Click the edit (pencil) next to the relevant project Here you can:
    • Rename projects
    • Enable issue deletion:

issue_deletion

We do not recommend issue deletion, and suggest changing an irrelevant issue’s status to “closed”.

Manage Users Tab

Users by projects:

Allows you to see the projects a user belongs to
Reset password option

– Shows license type for each user
Manage Users Tab

Batch add to projects:

-Easily choose users from list and add them to projects’ groups.
-You can search for specific users and add them at once.

Batch add to projects

Delete from all projects:

From the Manage Users tab, select a specific user and easily remove him from all projects

Delete from all projects

Account owners and Personal API tokens

Changing or adding an additional account owner

PractiTest account owners can easily transfer their role to another user and accounts may have multiple owners as well.

To change/add the account owner:

  1. As account owner go to Account Settings > Manage Users > Account Owners* > Make an Account Owner.
  2. In case an account owner has left the company without transferring his role to another user, PractiTest user that still works in the company should login using credentials of the account owner (use the ‘Forgot my password’ option if needed), then go to the Account Settings and perform actions stated at step 1 before removing past owner.

*Once you are in the ‘Account Owners’ tab, you will see a list of users where you will be able to make additional user as account owner.

adding account owners

Personal API Tokens enablement

An account owner can enable and disable a personal API token from for his users.

personal api tokens

By clicking the “Change” button next to the user you want to enable or disable, you will get to a pop-up screen where you can choose to disable or enable the PAT (Personal API Token).

personal api tokens popup

Once enabled, the user could find his PAT under his personal user settings.

Integrations Tab

The integration tab includes all integrations that are available for the account level: Jira Cloud, Jira Server, Pivotal Tracker, Rally (CA Agile Central), Youtrack.

Please find more information here