Workspace Settings Admin Playbook

Overview

This playbook focuses on Workspace settings operations that can be handled by workspace admins.

Member Management

Member invitation (including onboarding new users into Testany and joining a workspace) is documented in Understanding Workspace Settings.

Use Member Row Actions

Open the row menu (...) to access row operations for a member.

For remove flow, confirm from the removal dialog.

Review Invitation Requests

Use the Invitation Review tab in the Member page to process invitation tickets.

Credential Management

The Credential tab is the workspace-level credential control plane for the selected runtime:

• Credential Safe maps your external secret store into Testany.
• Credential Key identifies the concrete credential entry inside a Credential Safe. Test case authors select it from a case Secret reference, and the runtime resolves it into the environment variable that the test reads during execution.
• Runtime selection determines which credential context you are maintaining.

Select Runtime and Enter Credential Area

Go to Credential and select a runtime before managing safes and credential keys.

Create a Credential Safe

Click Add credential safe and submit the required safe information.

Edit or Delete Credential Safe

Use the safe action menu to update safe settings or remove a safe.

Edit or Delete Credential Keys

Use row actions in a safe to edit or delete credential keys.

Notification Receiver Management

The Notification tab defines workspace-level shared group receivers that can be reused by Plan/Gatekeeper result notification settings.

Each receiver row usually contains:

• Receiver type
• Receiver name (linked to channel/space)
• Delivery preference (all results or failed-only)
• Maintenance actions (edit/delete)

Add Group Receivers

In Notification, click + in a receiver group and fill in receiver details.

Edit or Delete Group Receivers

Use the row ... action menu to edit or delete an existing receiver.

Related Docs

• Understanding Workspace Settings
• Managing Test Credential
• Managing Testany Notifications
• Understanding the Payload of a Notification Webhook