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Types of Users

User roles

Zephyr comes with 4 default Roles and more can be added to the system:several default roles. You can also create create custom roles.

• Default Roles (: Test Manager, Lead, Tester, Defect User, Dashboard)
  There are roles that exist by default which are the Test Manager, Test Lead, Tester and Defect User. The roles can be added in the User Setup section of the application. Once the user has been added to the system, they need to be assigned to a project. They will get an email with login details that they can use to access their Zephyr instance.

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• , Project Admin
  
  • Defect Users are users of the Internal Defect Tracking System

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The Dashboard User role are users of the Zephyr instance that 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.

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• • . 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 not have access to any other app within Zephyr Enterprise.
    who 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 be created in on the Customizations tab of the Administration section and the users with those roles can be added in the User Setup page. Once the user has been added to the system, they Administration > System Setup > Customizations page.

You can assign roles to users in the Administration > User Setup section of Zephyr.

Once a user has been created, they also need to be assigned to a project.

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The user will get an email with login details that they can use to access their Zephyr instance.

In the The User Setup table , it will only list the non-project specific roles. The user type column will only be displayed for the table if there are internal and external users. Internal users are users created within Zephyr and external users are created when importing groups from Crowd or LDAP. 

NAMED and CONCURRENT

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users

Zephyr has 2 two License Types:

• NAMED - users are specifically named users of the system and you can add only that many users in the active state
• CONCURRENT - Managers can add as many users as you want but only that many users can successfully log into Zephyr as the number of CONCURRENT licenses you have.
  • If the maximum number of users have been reached, the next user will not be able to login until a license is freed up.
  • Administrators can forcibly log out a user - see the Login Status section below. 

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You can even assign roles to users after the license is exceed. By doing this though, it will show the number of exceeded licenses in the About Zephyr section of the administration.

Login

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status

This column displays which users are currently logged into Zephyr. Clicking on that information allows the Administrator to forcibly log out that user.