B2B SaaS • Sales tech • Operations
Multi-User End-to-End Workflows
Test complex cross-account flows like invitations, approvals, collaboration, and lifecycle handoffs.
Challenge
Single-user tests miss failures in real collaborative workflows spanning multiple roles. An admin sends an invitation, a new user accepts it, a manager approves access, and a teammate shares a document — each step depends on the previous one and involves a different account. These workflows are among the most critical paths in B2B products, but they are rarely tested end-to-end because automating multi-user scenarios with different sessions and permissions is technically complex.
Stably approach
Stably automates multi-user and multi-step scenarios that mirror real customer journeys across accounts and permissions. Tests can manage multiple browser contexts to simulate different users interacting in sequence — sending invitations, accepting them, and verifying shared state. Variables track data across steps, and conditional blocks handle different outcomes. AI agents can navigate complex flows like approval chains and handoff sequences that span multiple pages and user roles.
What changes
Admin invites a user, user accepts, and both see the shared workspace
A single test opens two browser contexts. Context 1 logs in as admin and sends an invite. Context 2 opens the invite link, creates an account, and verifies it can see the shared project. Variables pass the invite URL from one context to the other.
Approval chains are tested across the full handoff sequence
Stably's AI agent navigates a three-step approval: employee submits a request, manager reviews and approves, and finance confirms the budget allocation. Each step runs in a different user session, and assertions verify state changes propagate correctly between roles.
Email notifications and webhooks are validated in the flow
When User A shares a document with User B, the test verifies that User B receives the notification and can access the document. Variables capture the shared link from one user's action and use it in the next user's session.
Permission boundaries are tested at every handoff point
After the admin grants "viewer" access, the test verifies the viewer can read but not edit. After upgrading to "editor," it verifies the edit button appears. Each permission state is tested explicitly, not assumed from a single role.
When this is the right fit
- Core workflows require multiple users to validate
- Bugs appear in collaboration or handoff steps
- Integration-dependent paths are under-tested
- Manual QA for multi-user flows is time-intensive and error-prone