Members and Roles

EXFO Exchange webapp was created to be a collaborative fiber testing cloud platform. Our goal is to enable not only members of an organization to share their test results but also to facilitate better collaboration and sharing with contractors and subcontractors.

Your organization can invite anyone to specific workspaces and sub-workspaces, helping you centralize your test results.

Members

Members include your colleagues, employees, contractor points of contact, and contractor employees with whom your organization works. They can be invited to collaborate and share results at the organization level or within specific workspaces and sub-workspaces.

When inviting a member to a workspace, remember that they will also gain access to the sub-workspaces.

Roles

Roles are attributes assigned to members that grant different permissions on the platform. Currently, there are four distinct roles in EXFO Exchange:

Administrator

What Admins can do

QA Admin

What QA Admins can do

Workspace & user access

M Cannot create, rename, or delete workspaces
N  Invite members and manage all users (including QA Admins, Contractor Admins, and Members)
N  Edit or update any member’s role
N  Access the users list and remove any user

Job Management

N  Create, move, assign, and delete single jobs
N  Change job statuses
N  Generate reports from jobs or results browser
N  Access jobs list

Results Management

N  Upload results, list results, add attachments
N  Create comments (web & mobile)
N  Export results and generate reports
N  Delete results
M Edit Result Properties

Configuration Tools

N  Import test configs
N  Import job templates
N  List test configs and templates
N  Upload ad‑hoc results from FR3

Contractor Admin

What Contractor Admins can do

Workspace & Users

N  Invite members
N  List members
N  Remove members in their workspaces 

Job Management

N  Create, move, assign, and change job statuses
N  List jobs
N  Delete results (but not delete jobs)
M Cannot delete entire jobs or job sets

Results Management

N  Upload results, list them, add attachments
N  Add comments (web & mobile)
N  Export results and generate reports
M Edit Result Properties

Configuration Tools

N  List test configs and templates
M (Cannot) import templates or test configs
M (Cannot) upload ad‑hoc results from FR3

Member

What Members can do

Jobs

N  Create jobs
N  Access Job list
N  Create Report (from job page or results page)

Results

N  Upload and access results list
N  Add comments (web & mobile)
N  Attach files
N  Generate Reports

Restrictions

M Cannot create, rename or delete workspaces
M Cannot manage users
M Cannot delete jobs
M Cannot import templates or test configs
M Cannot upload ad-hoc FR3 results

Results Management

N  Upload results, list them, add attachments
N  Add comments (web & mobile)
N  Export results and generate reports
M Edit Result Properties

Configuration Tools

N  List test configs and templates
M (Cannot) import templates or test configs
M (Cannot) upload ad‑hoc results from FR3

Administrator 

Invite members

Manually

To invite one or more new members to a workspace

1. First select the workspace in which you want to invite the member on the top right of your screen.
2. Go to the Home page OR in Member page ,click on “Invite”.
3. Write down the emails of every person you want to invite separated by commas.

   4. Go to the Home page OR in Member page , click on “Invite”.

Import members

To facilitate the invitation of larger organization, there is always the possibility to invite members using the import feature.

1. First select the workspace in which you want to invite the member on the top right of your screen.
2. Go to the Member page and click on “Import Members”.
3. From the resulting modal, download the sample .csv file.
   4. After adding all emails in the .csv file. Drag the file in the modal or click on “browse” to get the file.
   5. Select the role you want to give to every person in the list. By default they will be all member. Remember that they can always be changed afterward.

  Members cannot be switch from one workspace to another, you will have to remove them and invite them to the other workspace.

Remove members

You can remove a member from your organization or any workspace if you no longer wish him to access your data.

1. First select the workspace in which you want to invite the member.

2. Go to the Member page in the left menu, and scroll the list to find the member you wish to remove.

3. On the right side of the list, click on the 3-dot menu and select Remove

4. A dialog will ask you to confirm the removal and the list will refresh automatically once you click Confirm.

   Since you can invite a member in multiple workspaces, removing a member from one specific workspace doesn’t remove it from everywhere.

Manage roles

You can change the role of any existing member from your organization and workspaces.

1.First select the workspace in which you want to invite the member.

2. Go to the Member page scroll the list to find the member you wish to change his role.

3. On the right side of the list, click on the role list and simply change the role of the user