Account Settings

Note: Only users with account owner permissions can access the account settings.

From Account Settings, you can customize your PractiTest account including creating and managing projects, managing users, personalizing dashboards, configuring integrations, and more.

To access the Account Settings, click the Settings gear icon in the top bar:

Clicking this icon will open a new browser tab and redirect you to the Account Settings screen.

At the top of the left sidebar, you’ll see the account name you are currently managing.
If you have access to multiple accounts, click the account name to switch between accounts.

Below the account name is a list of all available Account Settings tabs and actions you can perform:

General Tab

The General Account Information section provide several account options:

Set account details
See all active and expired projects in the account
View Expiration Date
See the account owner’s information
Accept the terms of use and enable PractiTest’s Smart Fox AI Assistant
Global API tokens management

The Security section (only available for Corporate or Ultimate accounts):

Multi-Factor Authentication enforcement
Establish a Single-Sign-On (please contact PractiTest Support)
Manage PractiTest users with SCIM

Subscriptions and Payments Tab

The Subscriptions and Payments tab allows you to view and manage your account subscription settings. From this tab you can:

View your license type, including a breakdown of the current number of licenses in use
View payments information
Update or change your payment method

Project Management Tab

You can create multiple projects in your PractiTest account. Each project is independent, with the ability to create multiple users with different permission levels.

You can also migrate/clone your tests and issues between projects if needed.

When would you need to have more than one project in PractiTest?

When multiple, independent teams are working on separate projects.
When you have multiple projects with different external customers and you don’t want them to see each other’s information.
When you are testing two or more separate products that have no tests and issues overlapping.

On the other hand, you may not need to have different projects if all you want to do is filter data from different types of product components, different versions, or if you feel you have too much data in your existing project. In these cases, you can choose to use our hierarchical filters instead.

Creating a New Project

To save time, when creating a new project, you can choose whether to clone a current project’s structure or create a project based on a relevant template.

If you clone from an existing project, you can choose the configuration settings of your new project.

You can manually copy fields (custom and system), user groups and workflow, and/or users and their group assignments. If you tick ‘Clone custom and system fields’ options, the field names and values will be cloned and you will be able to copy entities – with their fields – from the original project to the new one.

When selecting the “choose from template” option, you will see five options for the new project structure:

1. Traditional – Designed for Waterfall and similar methodologies. Includes ready-made fields, filters, and dashboard items to support Cycles, Features, Sub-features, Test Level, and Build.

2. Agile – Tailored for Agile, DevOps, and Agile-like processes. Includes predefined fields, filters, and dashboards for Release, Sprint, Build, Feature, Sub-feature, and Test Level management.

3. Traditional + Automation – For Waterfall-style projects that include automation. Provides built-in fields, filters, and dashboards for Cycles, Features, Sub-features, Test Level, Build, and different execution types (Manual and Automated).

4. Agile + Automation – For Agile and DevOps teams using both manual and automated testing. Includes predefined fields, filters, and dashboards covering Release, Sprint, Build, Feature, Sub-feature, Test Level, and execution types (Manual and Automated).

5. Start from scratch – Creates a completely clean project with no predefined custom fields, filters, or dashboard items.

For more information about each template, click on the template. To compare all five options, click the “What are the differences?” link at the bottom.

Once you have chosen a template, click “Create my new project”. The new project will appear in the project dropdown list at the top-left side of your screen next to the “search” tab.

Note: PractiTest allows you to have an unlimited number of projects. However, new accounts are limited to four active projects to avoid creating unnecessary overhead for your users. To lift this limitation, simply contact our Support Team.

Editing a Project

Click on the pencil icon next to the relevant project’s name.

Under the same tab you can:

See all existing projects and included users
Enable, disable, or delete projects
Edit a project

To edit a project, click edit (pencil icon) next to the relevant project. You will be able to rename a project or enable issue deletion.

Note: we do not recommend issue deletion. Instead, we suggest changing the status of an irrelevant issue to “closed”.

Manage Users Tab

You can view and edit user permissions and activities in the Manage Users tab. The options you will see include:

Add users to projects and groups
View and edit user features such as reset passwords, enable Personal API Tokens, and manage account owners
Delete users from all projects

Enabling Personal API Tokens

When an account owner enables a Personal API Token for a user, there are two options:

Enable user to have a Personal API Token (PAT) with user permissions. When using this PAT, the user cannot use the Author ID. The author of tests and Test Sets will be ‘User’.
Enable ‘User’ to have a Personal API Token to act as a different user (user impersonation). This overrides fields such as author_id and changed-by-id. This option means the PAT permissions will be unrestricted and the user will have all account permissions. The user can either use Author ID or not. If the user decides to use Author ID, then the tests and Test Sets’ author will be according to the author ID value. If the user decided not to use Author ID, then the tests and Test Sets will have the user as the Author.

If you disable PAT and allow only account tokens from Account Settings, the user will have access to the entire account and will need to use the Author ID.

For more information about API tokens, visit the help page here.

Account Dashboard Tab

To customize your team’s landing page, go to the Account Dashboard tab. You can add notes, choose the dashboard items you would like to display, and highlight what is most important to your team and their various projects.

Integrations Tab

The integration tab allows you to create two-way integrations for the account. These integrations can be implemented later for specific projects in the account.

If you already have an integration configured for the account, you will be able to view details including which projects are configured for it. You will also be able to edit, delete, and add more projects to the integration.

To view the full list of available integrations or to learn how to integrate with your preferred tool, please visit the integrations help pages.

Note: one-way integrations are configured per project and do not require a separate configuration.

xBot Tab

In the xBot tab, the account owner can see the active and non-active agents, enable or disable them, get running parameters, edit client IDs, and more.

Learn more about the xBot application here.