Onboarding to TestChimp

In brief: Configure your TestChimp organization and projects with Git folder mapping, environments, releases, and team roles so plans, SmartTests, and insights stay aligned.

When you first start using TestChimp, you'll set up your team and projects. Here's how TestChimp's organizational structure works:

Step 1: Create a Team

The first step in onboarding to TestChimp is to create a team. A Team is a set of users who work together on multiple projects. The team represents your organization or company.

Team Characteristics

• Multiple users: A team consists of multiple users who collaborate together
• Multiple projects: Teams can have multiple projects under them
• Unified access: All users in a team have access to all projects within that team
• Team-level management: Users are added at the team level, not to individual projects

Step 2: Create Projects

After creating your team, you can create projects. A Project is typically for a single product or application your team is working on. Projects are organized under a Team.

Project Characteristics

• Product-focused: Each project typically represents one product or application
• Team-wide access: All team members automatically have access to all projects
• Independent testing: Each project has its own tests, bugs, and Atlas
• Multiple projects: A team can have multiple projects for different products

Team and Project Workflow

The typical workflow is:

1. Create a team: Set up your team with your organization's users
2. Add team members: Invite users to join your team (see below)
3. Create projects: Create projects for each product or application you want to test
4. Start testing: Begin creating SmartTests and running explorations within your projects

Adding Users to Your Team

To add users to your team (team administrators only):

1. Go to Settings → Team Settings
2. Click on the Team Members tab
3. Scroll to the "Invitations" section
4. Enter email addresses in the text area, separated by commas (e.g., user1@example.com, user2@example.com)
5. Click "Invite Members"
6. If the user is not part of the organization yet, an invitation email will be sent

Note: All team members will have access to all projects within the team. There are no project-level permissions - users are managed at the team level.