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User Roles Summary

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The Cyara Platform offers a range of User Roles that have different levels of access to parts of the Platform. These User Roles are configured by Cyara and can not be modified. See below for a brief description of each role and their primary use case, as well as a detailed table highlighting what each role is capable of accessing.

Role Summary

These current roles should be used when creating new users via the API.  When creating new users via the Cyara Platform, these role types can be selected from the available dropdown menu.

Note: In order to create new users you will need User Admin role.

Role Description
User Admin Adds/Removes Users from the Platform
QA Lead Manages all Test Cases, Blocks, Campaigns, Reports etc. A full level of access.
QA Engineer Manages Test Cases but can not edit reusable Blocks.
QA Analyst Has access to Reporting
Development Lead Same as QA Lead
Development Engineer Same as QA Engineer
Operations Lead Same as QA Lead
Operations Engineer Monitors the dashboards to check for failing tests, manages escalations to the Operations Lead role.
Business Analyst Can generate and export reports.
Business Executive Has access to view main dashboards to check status.

 

Legacy Role Summary

Legacy roles will still appear on some older Cyara User Accounts, however these roles should not be used when creating new Users.

Role Description
Administration (legacy) Manages every asset within the Platform
Billing (legacy) Can view the Account Usage Report page
Dashboard (legacy) Can view Dashboards
Dashboard Administration (legacy) Can Configure and Edit Dashboards
Reporting (legacy) Can view any type of report (With the exception of Virtual Agent Reporting)
Virtual Agent Administration (legacy) Can manage any configuration under the Virtual Agent menus
Virtual Agent Reporting (legacy) Can view Virtual Agent Reports

 

QA Role Summary

This section will highlight the differences between the 3 available QA Roles.

Activity QA Lead QA Engineer QA Analyst

Test Case (View/Export)

 ✅ ✅ ✅

Test Case (Create & Edit)

 ✅ ✅ ❌

Test Case (Delete)

 ✅ ❌ ❌

Test Case Validation

 ✅ ✅ ✅

Blocks (View/Export)

 ✅ ✅ ✅

Blocks (Create & Edit)

 ✅ ❌ ❌

Blocks (Delete)

 ✅ ❌ ❌

Administration (Campaigns, CX Models etc.)

 ✅ ✅ ❌

QC Export

 ✅ ✅ ✅

Billing

 ✅ ❌ ❌

Dashboard (View)

 ✅ ✅ ✅

Dashboard Administration

 ✅ ✅ ❌
Reporting ✅ ✅ ✅
Virtual Agent Administration ✅ ✅ ❌
Virtual Agent Reporting ✅ ✅ ✅
User Admin ❌ ❌ ❌
Load Test Booking Calendar (View) ✅ ✅ ✅
Load Test Booking Calendar (Create & Edit) ✅ ❌ ❌
Load Test Booking Calendar (Delete) ✅ ❌ ❌
Endpoint Connection (View) ✅ ✅ ✅
Endpoint Connection (Create & Edit) ✅ ✅ ❌
Endpoint Connection (Delete) ✅ ❌ ❌
Endpoint (View) ✅ ✅ ✅
Endpoint (Create & Edit) ✅ ✅ ❌
Endpoint (Delete) ✅ ✅ ❌

 

Development Role Summary

This section will highlight the differences between the 3 available QA Roles.

Activity Development Lead Development Engineer

Test Case (View/Export)

 ✅ ✅

Test Case (Create & Edit)

 ✅ ✅

Test Case (Delete)

 ✅ ❌

Test Case Validation

 ✅ ✅

Blocks (View/Export)

 ✅ ✅

Blocks (Create & Edit)

 ✅ ❌

Blocks (Delete)

 ✅ ❌

Administration (Campaigns, CX Models etc.)

 ✅ ✅

QC Export

 ✅ ✅

Billing

 ✅ ❌

Dashboard (View)

 ✅ ✅

Dashboard Administration

 ✅ ✅
Reporting ✅ ✅
Virtual Agent Administration ✅ ✅
Virtual Agent Reporting ✅ ✅
User Admin ❌ ❌
Load Test Booking Calendar (View) ✅ ✅
Load Test Booking Calendar (Create & Edit) ✅ ❌
Load Test Booking Calendar (Delete) ✅ ❌
Endpoint Connection (View) ✅ ✅
Endpoint Connection (Create & Edit) ✅ ✅
Endpoint Connection (Delete) ✅ ❌
Endpoint (View) ✅ ✅
Endpoint (Create & Edit) ✅ ✅
Endpoint (Delete) ✅ ✅

 

Operations Role Summary

This section will highlight the differences between the 3 available QA Roles.

Activity Operations Lead Operations Engineer

Test Case (View/Export)

 ✅ ✅

Test Case (Create & Edit)

 ✅ ❌

Test Case (Delete)

 ✅ ❌

Test Case Validation

 ✅ ✅

Blocks (View/Export)

 ✅ ✅

Blocks (Create & Edit)

 ✅ ❌

Blocks (Delete)

 ✅ ❌

Administration (Campaigns, CX Models etc.)

 ✅ ✅

QC Export

 ✅ ✅

Billing

 ✅ ❌

Dashboard (View)

 ✅ ✅

Dashboard Administration

 ✅ ❌
Reporting ✅ ✅
Virtual Agent Administration ✅ ❌
Virtual Agent Reporting ✅ ✅
User Admin ❌ ❌
Load Test Booking Calendar (View) ✅ ✅
Load Test Booking Calendar (Create & Edit) ✅ ❌
Load Test Booking Calendar (Delete) ✅ ❌
Endpoint Connection (View) ✅ ✅
Endpoint Connection (Create & Edit) ✅ ✅
Endpoint Connection (Delete) ✅ ❌
Endpoint (View) ✅ ✅
Endpoint (Create & Edit) ✅ ✅
Endpoint (Delete) ✅ ✅

 

Business Role Summary

This section will highlight the differences between the 3 available QA Roles.

Activity Business Analyst Business Executive

Test Case (View/Export)

 ✅ ❌

Test Case (Create & Edit)

 ❌ ❌

Test Case (Delete)

 ❌ ❌

Test Case Validation

 ❌ ❌

Blocks (View/Export)

 ✅ ❌

Blocks (Create & Edit)

 ❌ ❌

Blocks (Delete)

 ❌ ❌

Administration (Campaigns, CX Models etc.)

 ❌ ❌

QC Export

 ❌ ❌

Billing

 ❌ ❌

Dashboard (View)

 ✅ ✅

Dashboard Administration

 ❌ ❌
Reporting ✅ ❌
Virtual Agent Administration ❌ ❌
Virtual Agent Reporting ✅ ❌
User Admin ❌ ❌
Load Test Booking Calendar (View) ✅ ✅
Load Test Booking Calendar (Create & Edit) ❌ ❌
Load Test Booking Calendar (Delete) ❌ ❌
Endpoint Connection (View) ✅ ✅
Endpoint Connection (Create & Edit) ❌ ❌
Endpoint Connection (Delete) ❌ ❌
Endpoint (View) ✅ ✅
Endpoint (Create & Edit) ❌ ❌
Endpoint (Delete) ❌ ❌

 

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