QA user accounts

Helix Plan offers a quick and easy way to connect external testers. You can do this by creating QA accounts. This type of account is able to log in and report bugs. They can also access the Quality Assurance view, as well as Documents and Chat.

In order for a QA user to be able to access other areas and functions, or to be used in agile or scheduling projects, they must be turned into a normal user. See below for more information on how to do this.
To create QA accounts, you must have administration rights.

In the Admin area, click Users, click More, and select New QA account.

To create a new QA account:

1. Click Admin.

The Admin area opens.

2. Click Users.

The Users list opens.

3. Click More.

4. Click New QA account.

The QA account is created.

You can then add the newly created user to the project:

The external tester can now be used as a user in the QA part of the project:

It is also possible to turn a QA user into a normal user, which gives them access to other areas and functions within Helix Plan.

5. Click Admin.

The Admin area opens.

6. Click Users.

The Users list opens.

7. Click More.

8. Click Convert QA accounts to full user accounts.