Table of Contents

• Customize Roles
• Customize Project Fields
• Customize Requirement Fields
• Customize Testcase Fields
• Customize Testcase Estimated Time
• Customize Testcase and Test Step Execution Status
• Customize Trend Data Collection
• Customize Search Reindex
• Customize Gadget Refresh Rate

Zephyr comes with 5 default roles (Test Manager, Test Lead, Tester, Defect User, Dashboard User) but then allows you to create (or modify or delete) additional roles and decide which Department-level and/or Project-level applications those roles can have access to in their Desktops. The default roles cannot be modified or deleted.
 
In the example here, a new role "business analyst" has been created and 2 Project-level applications - Requirements and Defect Tracking - have been turned on for that role.


 
Once a role has been created, then users can be assigned those roles in the Resource Management application. Those users will also have to be allocated to a project in order to log into Zephyr and use Project-level applications.