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SSO Role Mapping & Permissions

Auto assigning roles to SSO users based on group permissions

BetaTesting can automatically assign roles to SSO users based on their group memberships in your identity provider (IdP). This ensures your team members get the right level of access in BetaTesting without manual configuration.

How Role Mapping Works

When a user logs in via SSO, BetaTesting determines their role by checking which IdP groups they belong to. You configure your own role mapping rules directly in BetaTesting under Integrations → Single Sign-On. This links specific IdP group names to BetaTesting roles.

Example: If your IdP has a group called "BT-Admins" and a mapping rule assigns that group to the BetaTesting Admin role, any user who belongs to "BT-Admins" will automatically receive Admin access in BetaTesting.

Available BetaTesting Roles

Role mappings can assign users to the following BetaTesting roles:

Role

Access Level

Description

Full Admin

Company-wide

Full management access to all tests, settings, and team members across the entire company account

Support

Company-wide

Can manage tests and tester communications, but cannot modify company settings or billing

Read-Only

Company-wide

View-only access to all tests and data across the company

Tester

N/A

Default role -- the user participates in tests as a tester, with no company admin access

Need access scoped to a specific business group in BetaTesting? Business Group-scoped roles (admin, support, or read-only limited to a single business group) are set up by your BetaTesting account manager. Reach out to them to scope access to a specific group.

How Groups Are Sent to BetaTesting

There are two ways IdP group information reaches BetaTesting, depending on whether you have SCIM enabled:

Without SCIM (SSO Only)

Group memberships are sent as claims in the SAML assertion each time the user logs in. You configure this by adding a Group Attribute Statement in your SAML app (see the SSO setup guides for details).

  • Roles are recalculated on every login

  • Changes to group membership in your IdP take effect the next time the user logs in

With SCIM

Group memberships are pushed to BetaTesting via the SCIM Groups API and stored persistently. When the user logs in via SSO, BetaTesting uses the stored SCIM group memberships for role resolution.

  • Roles are updated in real-time as your IdP pushes group changes via SCIM

  • Users don't need to log out and back in for role changes to take effect

  • This is the recommended approach for organizations that need tight access control


Setting Up Role Mappings

You set up mappings yourself on the IntegrationsSingle Sign-On connection page. The group claim name (the IdP attribute carrying group memberships, usually groups) is set on the connection; each mapping then matches a value within that claim and grants a role.

Where to configure

There are two places, and they edit the same set of mappings:

  1. During initial setup - the Roles step of the SSO setup wizard.

  2. Any time after - the Role mapping section on the connection's detail page.

Step 1: Open your role mappings

  1. In BetaTesting, go to IntegrationsSingle Sign-On.

  2. Open your SSO connection.

  3. Scroll to the Access · Role mapping section ("Map IdP claims to BetaTesting roles").

Step 2: Add a mapping

  1. Click Add mapping.

  2. In When groups contains, enter the IdP group value you want to match (e.g., BT-Admins). This is whatever string your IdP sends — usually the group name or its display label.

  3. In Grant this role, choose the BetaTesting role (Full admin, Support only, Read only, or Tester).

  4. Click Add.

Repeat for each group you want to map. For example:

When groups Contains

Grant this role

BT-Admins

Full Admin

BT-Support

Support

BT-Viewers

Read-Only

Priority and Conflict Resolution

When a user belongs to multiple mapped groups, BetaTesting resolves conflicts using a priority order that you control by dragging mappings into order:

  • Mappings are evaluated top to bottom; the highest mapping that matches determines the user's role.

  • Drag a mapping row to move it up or down to change its priority

  • If no mapping matches any of the user's groups, the user receives the default role configured for your SSO connection (typically Tester).

Example: A user belongs to both BT-Admins (mapped to Full admin) and BT-Support (mapped to Support only). If the BT-Admins mapping sits above the BT-Support mapping, Full admin wins.

Default Role

Every SSO connection has a default role that applies when:

  • The user doesn't belong to any mapped groups

  • No mapping rules match the user's group memberships

  • Group attributes are not configured in your IdP

The default role is typically Tester, meaning users without a specific group mapping will have tester-level access. You can change the default role yourself on the connection's detail page (set during the wizard's Access step, editable any time after).

Business Group-Scoped Access

For organizations that organize their BetaTesting work into business groups, role mappings can be scoped to specific business groups:

  • Company-wide roles give access across all tests in the company

  • Business group-scoped roles restrict access to tests within a specific business group

This is useful when different teams within your organization need access to different subsets of your BetaTesting projects. Chat with your BetaTesting account manager if you need business group scoped access for your business needs.

Best Practices

  1. Use descriptive group names - Name your IdP groups clearly (e.g., BetaTesting-Admins rather than Group1) to make mappings easy to understand

  2. Start with the default role - Keep the default role as Tester so unrecognized users get the lowest access level

  3. Test with a dedicated user - Before rolling out to your entire team, test role mapping with a single user to verify correct assignment

  4. Keep groups consistent - The group names in your IdP must match the role mapping configuration exactly (case-sensitive). Any changes to group names in your IdP will need to be updated in BetaTesting

  5. Use SCIM for real-time sync - If you need role changes to take effect immediately (without the user logging out and back in), enable SCIM provisioning

Making Changes

To update role mappings, go to Integrations → Single Sign-On, open your connection, and use the Role mapping section:

  • Add a mapping: Click Add mapping, enter the IdP group value and the BetaTesting role, then Add.

  • Change a mapping: Click a mapping to edit its value or role, then Save.

  • Reorder priority: Drag mappings up or down; higher in the list wins.

  • Remove a mapping: Delete the mapping; affected users fall back to the default role on their next login (SSO only) or immediately (SCIM).

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