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Description

In Zephyr Enterprise, users consists of people that exist within the system for testing. By default, there is at least 1 manager in the system. Managers can edit information for an existing users to the system which includes the following fields and options: Type and Role of the user, the Title and Location of the user in the company, a unique Username, and some other optional fields. When editing users, managers are able to allocate users to specific projects to work on as well. To learn how to add users, please view the steps below.

Terminology

 Click to view more information on terminology regarding this page
TermDescription
UserAn individual/person who users or operates functions within Zephyr Enterprise.
TypeA category used to define a specific individual/user.
RoleA category used to give specific permissions to users in the system. These permissions give users the access and the ability to perform certain tasks throughout the system.
TitleAn optional field that can be used to describe the job title of the user.
LocationThe location of the workplace for the user in the system.
Usernamea unique sequence of characters used to identify a user when accessing the system.

Table of Contents

The steps below describe in detail the general process of adding, editing, enabling, and disabling a user for Zephyr Enterprise. To view further instructions for each individual function, please click the links provided below. By clicking on a link, you will be redirected to the page with the steps corresponding to the function selected. 

Editing Users

Prior to Editing a User

Prior to editing a user, there must be an existing administrator that has been created in Zephyr Enterprise. The administrator/system user must be logged in and be under the User Setup section within the administration section.

Scenario: You are a testing manager that just that has a role of a 'manager' in Zephyr Enterprise. As a testing manager, you want to edit the information/configure an existing user in the system.

If this is your first time managing users, you might want to work with a test user rather than an actual user in the system, and that way, you can work out any issues you might have with managing users before you work with live users.




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