--- title: "Testers Getting Started Guide" slug: "testers-getting-started-guide" updated: 2026-09-09T13:53:03Z published: 2026-09-09T13:53:03Z canonical: "success.panaya.com/testers-getting-started-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://success.panaya.com/llms.txt > Use this file to discover all available pages before exploring further. # Testers Getting Started Guide Role-based learning path Everything a Tester needs, in order You execute test cases, report issues and verify fixes. This guide walks through the Panaya features that support each of those, from first login to closing a defect. Choose where to begin [Step 1Set up your workspace](/docs/testers-getting-started-guide#set-up) [Step 2Run and document tests](/docs/testers-getting-started-guide#executing-tests) [Step 3Review and export evidence](/docs/testers-getting-started-guide#test-evidence) [Step 4Record issues clearly](/docs/testers-getting-started-guide#reporting-defects) [Step 5Stay aligned with others](/docs/testers-getting-started-guide#collaborating) ## Set up your workspace Get access and prepare your browser before your first test run. [**Login**](/v1/docs/how-to-log-in-to-panaya) How to log in to Panaya. [**Google Chrome Recorder & Player setup**](/v1/docs/setting-up-google-chrome-to-work-with-the-panaya-recorder-player) Two extensions are required to run the Panaya Recorder in Chrome. [**Microsoft Edge setup**](/v1/docs/setting-up-microsoft-edge-to-work-with-the-panaya-recorder-player) The extension needed to capture business process testing in Edge. [**User profile**](/v1/docs/how-to-edit-my-profile) Change your password, name, language and email preferences. ## Run and document tests Perform your assigned tests and follow the defined steps for accuracy. [**Viewing your assigned activities**](/v1/docs/how-can-i-view-activities-that-are-assigned-to-me) See what is pending and assigned to you. [**Test list**](/v1/docs/tests-list) View the tests assigned to you. [**Run & Document SAP tests**](/v1/docs/how-to-run-document-tests) Run SAP tests and capture the evidence. See also the [Video Recorder](/v1/docs/video-recording), which needs minimal setup and generates test evidence for you. [**Run & Document web screens**](/v1/docs/run-document-salesforce-screens) Run any web application test and capture the evidence. [**Manual run**](/v1/docs/how-to-run-a-test-manually) Pass or fail a test without capturing evidence. You can upload a screenshot or document instead. [**Tests and Quick Tests**](/v1/docs/what-are-the-differences-between-a-test-and-a-quick-test) The two types of Panaya test, and when to use each. Tip Learn how to [search like a pro](/v1/docs/how-to-use-the-project-search-box) and find tests, defects and more across your project. ## Review and export evidence Check what the recorder captured, then get it out in the format you need. [**Test evidence**](/v1/docs/where-can-i-view-the-test-evidence-1) Review the evidence captured with the Panaya Recorder. [**Exporting a single test evidence**](/v1/docs/exporting-a-single-test-evidence) Export one test evidence on its own. [**Exporting tests**](/v1/docs/test-export) The different types of test export available in Panaya. [**Converting test runs to Quick Test scripts**](/v1/docs/how-to-convert-to-quick-test-1) Turn test evidence into a step-by-step script. [**Quick Test: editing your script**](/v1/docs/how-to-edit-your-script) Refine your script for accuracy before running Quick Runs. Tip You can jump back to recently viewed items — [here is how](/v1/docs/where-can-i-view-recently-viewed-items-in-a-project). ## Record issues clearly Log what you find so it can be reproduced, fixed and verified. [**Reporting defects**](/v1/docs/reporting-defects) Report a defect from the Panaya application after running your test. [**Reporting defects from the Panaya Recorder**](/v1/docs/how-to-report-a-defect-during-test-execution) Raise a defect while you are capturing a test. [**Closing defects**](/v1/docs/how-to-close-a-defect) Close a defect once the fix is verified. [**Reopening defects**](/v1/docs/how-to-reopen-a-defect) Reopen a defect when the issue comes back. ## Stay aligned with others Keep the rest of the team in the loop as you work. [**Comments**](/v1/docs/how-to-add-a-comment-to-an-activity) Collaborate with team members directly on tests or defects. [**Attachments and links**](/v1/docs/how-to-add-an-attachment-or-a-link) Add documents or links to tests and defects for others to review. [**Subscribing to activities**](/v1/docs/how-to-subscribe-to-an-activity) Get email notifications when a test or defect changes. [**Sharing a direct link to an activity**](/v1/docs/can-i-share-a-direct-link-to-an-activity) Point a colleague straight at the item you are discussing. [More collaboration articles](https://success.panaya.com/docs/collaborate) ## Related - [Test Managers Getting Started Guide](/test-managers-getting-started-guide.md)