Account Setup

Account Setup

This guide will walk you through setting up your account and getting ready to use the ConductorQA platform effectively.

Initial Account Creation

Sign Up Process

1. Access the Platform

   • Navigate to the platform URL provided by your organization
   • Click “Sign Up” to begin the registration process

2. Complete Registration

   • Email Address: Enter your work email address
   • Name: Provide your first and last name
   • Password: Create a secure password (minimum 8 characters)
   • Organization: You’ll be automatically added to your organization

3. Email Verification

   • Check your email for a verification link
   • Click the verification link to activate your account
   • Return to the platform to sign in

4. First Sign In

   • Use your email and password to access the platform
   • You’ll be directed to the home dashboard

Profile Configuration

Complete Your Profile

After your first sign in, complete your profile information:

1. Personal Information

   • Update your display name if needed
   • Confirm your email address
   • Add any additional contact information

2. Role Assignment

   • Your role will be assigned by your organization administrator
   • Common roles include: QA Engineer, Test Manager, Developer, Admin

3. Preferences

   • Set your timezone for accurate timestamps
   • Configure notification preferences
   • Choose your preferred dashboard layout

Organization Setup

Understanding Your Organization

Your Organization is the top-level container that includes:

• All projects and test data
• Team members and their roles
• Organization-wide settings
• Billing and subscription information
• API key management

Organization Roles

Different roles provide different levels of access:

• Admin: Full access to all organization features
• Manager: Can manage projects and team members
• QA Engineer: Can create and execute tests
• Viewer: Read-only access to projects and results

Dashboard Overview

Home Dashboard Features

When you first sign in, you’ll see the Home Dashboard which provides:

Overview Statistics

• Total Test Suites across all projects
• Total Test Cases across all projects
• Total Test Runs executed
• Average Execution Time

Interactive Analytics

• Daily Test Runs: Trend chart showing passed/failed breakdown
• Test Run Status Distribution: Visual pie chart of test outcomes
• Success Rate Trend: Historical success rate over time
• Execution Time Trend: Performance analysis over time

Time Period Filtering

Filter all dashboard data by:

• Last 7 days
• Last 30 days
• Last 90 days
• Last 1 year

Insights Section

• Flaky Test Detection: Identify unreliable tests
• Top Performing Projects: Projects with highest success rates
• Recent Activity: Latest test runs and updates

Navigation Structure

The platform uses intuitive navigation:

Main Navigation

• Home: Organization-wide dashboard and analytics
• Projects: Create and manage your test projects
• Settings: Account and organization configuration

Breadcrumb Navigation

Always know where you are with breadcrumb trails:

Home > Projects > E-commerce Platform > Test Suites > User Authentication

Settings Configuration

Account Settings

Access account settings to configure:

General Settings

• Personal information and preferences
• Password and security settings
• Notification preferences
• Time zone configuration

Team Management

• View organization members
• Manage team member roles (Admin only)
• Invite new team members (Admin/Manager)

API Keys Management

Create and manage API keys for external integrations:

1. Navigate to API Keys

   • Go to Settings > API Keys
   • View existing keys and their permissions

2. Create New API Key

   • Click “Create API Key”
   • Provide a descriptive name
   • Set expiration date (optional)
   • Choose access level: All Projects or Specific Projects
   • Select specific projects if using limited access

3. Security Best Practices

   • Copy and store the API key securely (shown only once)
   • Use descriptive names for easy identification
   • Set expiration dates for enhanced security
   • Regularly review and rotate keys

Getting Familiar with the Interface

Key Interface Elements

Project Cards

• Quick overview of each project
• Recent activity and statistics
• Direct access to project details

Status Indicators

• Green: Passing tests and healthy status
• Red: Failed tests requiring attention
• Yellow: Warning conditions or pending states
• Gray: Inactive or skipped items

Quick Actions

• Accessible throughout the interface
• Common actions like “Create Project”, “Run Test”, “View Results”
• Context-sensitive based on current location

Keyboard Shortcuts

Learn these shortcuts to navigate efficiently:

• Ctrl/Cmd + K: Global search
• Ctrl/Cmd + N: Create new (context-dependent)
• Esc: Close modals and overlays

Next Steps After Setup

Once your account is configured:

1. Explore the Platform

   • Browse through different sections
   • Familiarize yourself with the navigation
   • Review available features and tools

2. Create Your First Project

   • Start with the Project Management guide
   • Set up a test project for your application
   • Configure project settings and team access

3. Learn Core Concepts

   • Review the Platform Overview
   • Understand the hierarchy: Organization > Project > Suite > Test Case
   • Learn about test execution and results

4. Complete Quick Start

   • Follow the Quick Start Guide
   • Create your first test suite and test cases
   • Execute your first test run

Common Setup Questions

Q: Can I change my organization after signing up? A: Organization assignment is typically handled by administrators. Contact your admin if you need to change organizations.

Q: How do I reset my password? A: Use the “Forgot Password” link on the sign-in page, or update it in Settings > Account.

Q: Can I have multiple projects? A: Yes! You can create and manage multiple projects within your organization.

Q: Who can see my test data? A: Only members of your organization with appropriate permissions can access your test data.

Q: How do I invite team members? A: Admins and Managers can invite new members through Settings > Team Management.

Ready to continue? Now that your account is set up, learn about the Platform Overview or jump straight to Project Management to start organizing your tests.