1. Click on the individual user that you want to edit.
2. Change/Edit any of the existing fields for the user account. The user account must have the mandatory fields filled out. The mandatory fields are shown with a red bordered text box.
Users can have multiple roles assigned to them (Administration Apps, Project Apps, Global Repository Apps). Non project specific users can log into Zephyr even if they are not assigned to any projects. 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.
When editing a user, you are able to allocate the user to specific groups. Assigning a user to a group allows them to be a part of the group and will be given permissions to access any of the applications or projects in Zephyr that the group has permission to.
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 editing a new user, selecting a user role is optional and Zephyr allows you to create a user without a role, email, and location.
There are plenty of optional fields such fields for 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 necessary and are there for convenience.
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 finish making any changes to the user in the system.