Organizations and Teams

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last updated: 2017-04

Test Cloud allows applications and users to be grouped into Organizations, and then Teams within organizations. This guide explains how to create organizations and teams to manage your applications, and also how existing data is migrated to the new structure.

Overview

At the core of the Test Cloud hierarchy is an organization. An organization is used to coordinate team, subscriptions, apps, and users. Each organization will have one or more users who are administrators that can create teams. A team is comprised of at least one application and one or more users who are collaborating on applications. Teams have their own API key that will help associate an application and tests with a user account. This hierarchy is depicted in the following diagram:

There are four different types of users:

  • Admin – these are users that are responsible for maintaining an organization. They can create, modify, or delete teams, users, and other administrators. An organization must have at least one administrator. Only an adminstrator can see the subscription details for a team.
  • Team Managers – these users have the Manage Team set for a given team. Team Managers and Admins can add or remove users from a team.
  • User – this is anybody who is registered with Test Cloud. Typically, users will work on one or more team. It is possible for a user to belong to multiple organizations. A user must be added to a team by either an Admin or a Team Manager.

Once a team has been created, users will upload the mobile application and tests to Test Cloud. Test Cloud uses the combination of the team API key and the user’s e-mail address to associate the upload with the team and enqueue the test run. When the tests have been run, Xamarin Test Cloud will collect the results and send out a notification to users so that they can examine the results.

Xamarin Test Cloud users may have one or all of the following permissions assigned to them per team:

  • See test runs: – This allows the user to view the results of a test that has been submitted. These users may not be able
  • Upload apps: – This permission is required to submit applications and tests to Xamarin Test Cloud for a test run.
  • Manage apps: – This permission allow the user to delete an app from the team.
  • Manage teams: – These are users that are responsible for managing a given team. Users with this permission are Team Managers, as described above.

Working with Organizations & Teams

When a Test Cloud account is created, it will automatically have one team with one user created. That user will be both the team manager and the organization administrator. The administrator may go about editing the organization by:

  • Adding or inviting new users
  • Adding more administrators
  • Creating more teams

Adding a User to a Team

To add a user to a team, click on the Teams & Apps item in the Account Settings page, then click on the Teams & Apps tab

Adding an Administrator to an Organization

Only existing administrators may add a new administrator to an organization. The following steps describe this process:

  1. Log into Xamarin Test Cloud, and select Account Settings from the drop down menu in the upper right hand corner:

  2. Next, select Organization overview from the left hand menu on the Account page:

  3. On the Organization overview page, click on the New Admin button in the upper right hand corner of the screen:

  4. Enter the e-mail address of the new admin in the text field and press the Enter key or click on the check mark. If the user is already known to Xamarin Test Cloud, an e-mail will be sent notifying that user the change in status. Otherwise, the user will receive an e-mail invitation to register with Xamarin Test Cloud.

    Test Cloud will update the list of administrators:

Deleting an Administrator

To delete an administrator, click on the Gear icon from the Organization overview page, and select Remove from administrators in the menu that appears:

Creating and Editing a Team

Administrators can create teams, add users, edit their permissions, and remove them from a Team. An administrator may also change the name of a team if necessary. The team manager may add users to, or remove users from, a team.

To make changes to a team, log into Xamarin Test Cloud, and select Account Settings from the drop down menu in the upper right hand corner:

Then click on the Teams & Apps in the menu on the let hand side of this screen. A list of teams will be displayed:

From this screen it is possible to add, edit or delete a team.

Each team will be displayed in a card. The team card will also hold a collection of applications. It is possible to move applications from team to team by selecting the application in the old team and dragging it to the new team.

Creating a New Team

Only an Adminstrator can create a new team. The following steps describe how to create a new team:

  1. Scroll to the bottom of the Teams & Apps page, and click on the New team button at the bottom of the page. This will create a new team and display a new card to the bottom of the page:

The new team will be created with one user (the individual who created it), who will have the Manage Team permissions. A team must always have one user with these permissions.

  1. Click on the New Member button, in the upper right hand corner of the card for the team. This will bring up a dialog for the team members, with a new row in the dialog to enter the e-mail address of someone to invite to the team:

    Enter the e-mail address, and click the Add member button. Xamarin Test Cloud will add the user to the team and send an email informing the user of this fact.

  2. To add a new member to the team, click on the New Member button on the dialog. This will add a new row to the team dialog. Enter the e-mail address of the new team member and click the Add button or hit the Enter key:

  3. Once the user has been added to the team, it is possible to add or remove the permissions for the user:

  4. When you have finished adding members (and optionally changing their permissions), click on the Done button.

Obtaining the Team API Key

To obtain the Team API team, navigate to the Teams & Apps page and click on the show API key link that is the upper right hand corner of the team card:

A dialog will appear showing the API key:

Deleting a Team Member

A user must be an adminstrator or have the Manage Teams permission to removed someone from a team. To delete a team member, click on the X that is beside their name:

Deleting a Team

Only an administrator is able to delete a team. To delete a team, call up the team dialog by clicking on the Gear icon of a team card.

Then click on the ellipsis (…) in the upper right hand corner and select Delete Team:

You will be prompted to confirm the deletion before Test Cloud will remove the team. Users will automatically be removed from the team as a part of the deletion process.

Summary

This guide described the organization and team structure that is used to manage users and apps in Test Cloud. If you are an existing Test Cloud customer and wish to learn more about how your existing Test Cloud account was migrated to the new Organization and Teams, please read the Transitioning to Organization & Teams.

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