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Adding Users
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| Note |
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After importing groups from Crowd or LDAP, the users will be created in the User Setup section and the users created by Crowd or LDAP are read-only. You cannot modify them but you can assign roles to the users created from the imported group. |
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Add a new user
1. Go to Administration > User Setup.
2. Click the 
plus button at the top right of the
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page.
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3. Scroll to the bottom to see the Add User panel.
4. Specify the user information. Required fields are shown with a red
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border in the application.
| Option | Required? | Description |
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| Account Enabled | Whether the user is enabled or disabled. | |
| First Name |
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| yes | The first name of the user. | |
| Last Name |
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| yes | The last name of the user. |
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| Role | Roles grant permissions to access specific areas of Zephyr Enterprise and to perform specific tasks. Each user can have one or more roles. Zephyr Enterprise has built-in roles, and you an also create custom roles in the Administration > System Setup > Customizations section. The default roles are:
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Users can have multiple roles assigned to them (Administration Apps, Project Apps, Global Repository Apps). |
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If you want to assign multiple roles to bulk users, you can add new roles or you can override any existing roles and replace the new role. |
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| Note |
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After importing groups groups from Crowd or LDAP, the users will be created in the User Setup section and the users created by Crowd or LDAP are read-only. You cannot modify them but you can assign roles to the users created from the imported group. |
While adding a new user, selecting a user role is optional and Zephyr allows you to create a user without a role, email, and location.
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| The email address of the user. | ||
| Location | The location of the workplace for the user in the system. | |
| Expire Credentials | The default password for new users is the same as the username. If this check box is selected, the user will be prompted to set a new password upon first login. If this check box is unselected, the user can continue using the default password. | |
| Profile image | Image can be PNG, GIF, or JPG. File size must be less than 2 MB. | |
| Customize username | The default username for a new user is firstname.lastname. For example, if we create a new user with the first name Kevin and the last name Pham, the default username will be kevin.pham. To specify a custom username, select this check box and enter the desired username for this user. | |
| Manage Groups | Optionally select one or more groups to add this user to. | |
| Assign Projects | Optionally select the projects that this user needs access to. Note: Users that are not assigned to any projects can still log into Zephyr Enterprise. |
There are other fields such as the user's address, their work, mobile and home phone numbers, and fields to distinguish their business title and employee type. These fields are not
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required and are there for convenience.
- Images can be added as a resource. (JPG, GIF, and PNG that do not exceed the 2MB size limit)
| Warning | ||
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The default username for a new user will always be their First Name and Last Name. You have the option to select the checkbox to customize their username if you wish to do so as well. The default temporary password after adding a new user will always be their First Name and Last Name. User's have the option to change their password when first logging into their account or using the top right menu in Zephyr to change their password. If you are resetting a users password, it will set the temporary password back to the same as the username.
To log into Zephyr with a newly created user, the user will need to log into Zephyr using their username and their username as their password. For example, if we create a new user with the first name "Kevin" and the last name "Pham", the default username will be "kevin.pham" and the default temporary password for initially logging into Zephyr will be "kevin.pham". To log into the application, we would login with the username "kevin.pham" and the password "kevin.pham". Once the user logs into Zephyr for the first time, the use will be prompted to change this password if the Expired Credentials was checked. |
In the user setup, you can create users and then assign/un-assign these users to groups. You can no longer assign users to projects in the user setup. The same user can exist in multiple groups and a user can exist without being assigned/associated a group.
3. After filling in all the mandatory fields, click on the "Save" Button to create the user in the system.
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5. Click Save to finish creating the user.
Default password for new users
The default password for new users is the same as their username. The username itself is in the firstname.lastname format unless the user was created with a custom username.
If the Expire Credentials option was selected when creating the user, this user will be prompted to change the password upon first login. Otherwise the user can change their password at any time later.