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Zephyr comes with several default roles. You can also create create custom roles. Roles can be assigned to users in the Administration > User Setup section of Zephyr Enterprise.

  • Default Roles: Test Manager, Lead, Tester, Defect User, Dashboard, Project Admin
    • Defect Users are users of the Internal Defect Tracking System. You can add them in the Administration > Defect Admin > User Setup section.
    • Dashboard Users have access to the dashboard(s) to be able to view and create dashboards. These dashboard users will They do not have access to any other app within area of Zephyr Enterprise.
      who Dashboard Users do not use a license and do not contribute towards the overall license count which does not use a license and they can be added in the User Setup section for Zephyr Enterprise.
  • Custom Roles
    Additional roles can  can be created on the Administration > System Setup > Customizations page.

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Once a user has been created, they also need to be assigned to a project. The user will get an email with login details that they can use to access their Zephyr instance.

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