Your side (doing the testing)
Organization: the company or freelance account you signed in with. Team members, billing, a Delivery ID for receiving work live here. Organization. Project: one job. Types:web | ios | android | admin_portal | api | wordpress | saas | other.
Inside a project you can have:
- Surfaces and features: product slices, when you use them
- Environments: URLs (staging, and so on)
- Personas: who you log in as
- Suites and cases: the checklist
- Cycles and runs: the round and the execution
- Findings: bugs
Their side (receiving UAT)
When you deliver, the client (recipient) sees Applications (UI for products), Providers, Portfolio, Inbox, Archive. You may also use Clients and Deliver UAT on the provider side. You often only need a project plus a connection. Don’t create an Application unless you’re actually on the receiving/product catalog workflow. Projects vs products.Sidebar labels you’ll see
Dashboard, UAT Inbox, Projects, Test Suite Packs, Deliver UAT, Clients, Applications, Providers, Findings, Test Suites, Test Cycles, Test Runs, Assignments, Environments, Personas, Import, Reports & Quality, Retest requests, Receiving UAT, Team Members, Integrations, Billing & Plan. Not every item appears for every role or plan.Suites vs packs
Checklist in the project vs reusable catalog.
Cycles vs runs
The round vs the execution.