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SaaS & Dashboards

Test prompts for admin panels, dashboards, and SaaS applications

SaaS & Dashboard Test Prompts

Test prompts for admin panels, dashboards, and software-as-a-service applications.

Replace paths like /dashboard, /admin, /settings with your actual URL structure.

Testing with different user roles? Store credentials as Credentials (e.g., adminEmail, memberEmail) and reference them with {{credentials.<name>}} syntax.


Dashboard

Dashboard Load

Log in as an existing user.

Go to /dashboard.

Verify that:
- Dashboard loads without errors
- Key metrics or widgets are displayed
- User's name or email is visible
- Navigation sidebar/menu is present
- No loading spinners stuck indefinitely

Dashboard Widgets

Log in and go to /dashboard.

Verify that dashboard widgets show:
- At least one chart or graph
- Recent activity or notifications
- Quick action buttons
- Data that corresponds to the user's account

Interact with a widget (e.g., hover for tooltip, click for details).

Quick Actions

Log in and go to /dashboard.

Find quick action buttons (e.g., "New Project", "Create Report").

Click on a quick action.

Verify that:
- Action modal opens OR redirect to creation page
- Form or wizard is functional
- Cancel returns to dashboard

Team & Organization

Invite Team Member

Log in with {{credentials.adminEmail}} and {{credentials.adminPassword}}.

Go to /settings/team (or /organization/members).

Click "Invite Member" or "Add User".

Enter email: new-member@example.com
Select role: Member (or available role)

Click Invite.

Verify that:
- Success message appears
- Pending invitation is listed
- Email field clears for another invite

Change Member Role

Log in as account owner/admin.

Go to /settings/team.

Find an existing team member.
Click on their role or edit button.

Change role from "Member" to "Admin" (or available role).

Save changes.

Verify that:
- Role updates successfully
- Change is reflected in the member list
- Success message appears

Remove Team Member

Log in as account owner/admin.

Go to /settings/team.

Find a team member to remove.
Click Remove or Delete button.

Confirm the removal in the dialog.

Verify that:
- Member is removed from the list
- Success message appears
- Removed user cannot access the account (if testable)

Projects / Workspaces

Create New Project

Log in and go to /projects (or /dashboard).

Click "New Project" or "Create Project".

Fill in:
- Project name: "Test Project"
- Description: "Automated test project"

Click Create.

Verify that:
- Project is created successfully
- Redirect to project page or project list
- New project appears in the list

Edit Project

Log in and go to /projects.

Click on an existing project to open it.
Click "Settings" or edit icon.

Update:
- Name: "Updated Project Name"
- Description: "Updated description"

Save changes.

Verify that:
- Changes are saved
- Updated name appears in project header
- Success message is shown

Delete Project

Log in and go to /projects.

Click on a project, then go to Settings.
Find "Delete Project" option (usually at bottom).

Click Delete and confirm in the dialog.

Verify that:
- Project is deleted
- Redirect to /projects list
- Deleted project no longer appears
- Appropriate warning was shown before deletion

Archive Project

Log in and go to /projects/[project-id]/settings.

Find "Archive Project" option.

Click Archive.

Verify that:
- Project is archived
- Project moves to archived section or is hidden from active list
- Archived badge or indicator appears
- Project can still be viewed but not edited

Settings

Account Settings

Log in and go to /settings/account (or /account/settings).

Verify the settings page shows:
- Email address (editable or display)
- Profile picture upload option
- Timezone or language settings
- Account deletion option

Update timezone to a different value.
Save changes.

Verify the change persists after page refresh.

Notification Preferences

Log in and go to /settings/notifications.

Verify notification options are displayed:
- Email notifications toggle
- In-app notifications toggle
- Notification frequency options

Toggle email notifications off.
Save.

Verify that:
- Setting is saved
- Toggle reflects new state after refresh

Billing Settings

Log in and go to /settings/billing (or /account/billing).

Verify the billing page shows:
- Current plan name
- Next billing date
- Payment method (masked)
- Invoice history or link
- Upgrade/downgrade options

Change Plan / Upgrade

Log in and go to /settings/billing.

Click "Upgrade" or "Change Plan".

Select a different plan (e.g., Pro or Business).

Verify that:
- Plan comparison is shown
- Price difference is displayed
- Proceed to checkout or confirmation
- Proration info is shown (if applicable)

API & Integrations

Generate API Key

Log in and go to /settings/api (or /settings/api-keys).

Click "Create API Key" or "Generate New Key".

Enter name: "Test API Key"

Click Create.

Verify that:
- API key is generated and displayed
- Warning to copy key is shown (only shown once)
- Key appears in the list (masked)

Delete API Key

Log in and go to /settings/api.

Find an existing API key.
Click Delete or Revoke.

Confirm deletion.

Verify that:
- Key is removed from the list
- Success message appears
- Key can no longer be used (if testable)

Connect Integration

Log in and go to /settings/integrations.

Find an available integration (e.g., Slack, GitHub).

Click Connect.

Verify that:
- OAuth flow starts OR API key input appears
- Instructions are clear
- After connection, status shows "Connected"

Data & Export

Export Data

Log in and go to /settings/data (or /account/export).

Click "Export Data" or "Download Data".

Select format: CSV (or available format)

Click Export.

Verify that:
- Export starts or is queued
- Download link is provided OR email notification mentioned
- Progress indicator if large export

Import Data

Log in and go to /settings/data (or /import).

Click "Import Data".

Upload a test file (CSV or supported format).

Verify that:
- File is accepted
- Preview of data is shown
- Mapping options available (if applicable)
- Import confirmation or progress shown

Activity & Audit

View Activity Log

Log in as admin and go to /settings/activity (or /audit-log).

Verify that:
- Activity log is displayed
- Entries show: action, user, timestamp
- Filtering options available (by date, user, action)
- Pagination works if many entries

Filter Activity Log

Log in and go to /settings/activity.

Apply a filter:
- Select date range: Last 7 days
- Or filter by user: Select a specific user

Verify that:
- Results update to match filter
- Filter state is visible
- Clear filter option available

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