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Organization management Users and Collaboration

Roles and Permissions

Manage user access within your organization by assigning predefined roles and customizing permissions. Learn how to define responsibilities, limit access, and organize collaboration effectively.

Updated 2026/02/24

Effective user management within your organization starts by understanding the available roles and their permissions. Assigning the right role ensures users have appropriate access based on their responsibilities.

User Types in the Organization

  • Admin Users: Users who manage and operate the platform, except Internal Test-Takers.
    • Internal Test-Takers: Users who participate in tests but do not have administrative permissions.

      Available Roles and Their Descriptions

      Manager

      • Oversees and organizes the overall operations within the organization.
        • Can access all organization pages but cannot edit billing (Plan, API, Monetization) settings.
          • Cannot add, edit, or delete organization-level users.

            Test Author

            • Creates and manages tests and assessments.
              • Focuses on content creation without accessing organizational settings.

                Assessment Operator

                • Manages test delivery processes.
                  • Organizes and administers assessments for test-takers.

                    Question Bank Supervisor

                    • Oversees and maintains the quality of the question bank.
                      • Responsible for reviewing and approving questions.

                        Question Author

                        • Focuses on creating individual test questions.
                          • Limited to submitting content to the question bank.

                            Custom Access User

                            • Assigned customized, task-specific access according to organization needs.
                              • Permissions are determined manually.

                                Internal Test-Taker

                                • Participates in internal assessments.
                                  • No administrative permissions.
                                    Best Practices & Tips

                                    ✅ Assign Roles Thoughtfully - Only assign Manager or Operator roles to trusted team members.
                                    ✅ Use Custom Access - Customize access for specific tasks when predefined roles do not fit.
                                    ✅ Separate Authors and Operators - Maintain a clear distinction between content creators (Authors) and test administrators (Operators) for security and workflow efficiency.
                                    ✅ Minimize Permissions - Follow the principle of least privilege-grant only the permissions necessary for a user's role.
                                    By properly assigning roles and managing permissions, you ensure both the security and the efficient operation of your organization within TestInvite.

                                    Frequently Asked Questions (FAQ)

                                    No, Managers can only view the list of users but cannot add, edit, or delete organization-level accounts.

                                    Test Authors manage complete assessments, while Question Authors only create individual questions for the question bank.

                                    No, each user can be assigned only one role at a time. For more specific needs, use the Custom Access User role.

                                    No, Internal Test-Takers can only participate in assessments and have no access to management tools.