Editing a User
- Kevin Pham (Deactivated)
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
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 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.
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.
- First Name - The first name of the user.
- Last Name - The last name of the user.
- User - An individual/person who users or operates functions within Zephyr Enterprise.
- Role - A 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.
- Lead - Can have multiple leads per department, responsible for entire projects/releases
- Tester - Can have multiple testers per department, assigned to projects
- Dashboard - Can have multiple dashboard users. Users only have access to the dashboards of the projects they are allocated to and these users do not count towards the total license count
- Manager - Only 1 per department, essentially a manager/administrator
- Email - The email address of the user.
- Location - The location of the workplace for the user in the system.
There are also optional fields that can be edited but these fields are not necessary and are there for convenience.
- Images can be added as a resource. (JPG, GIF, and PNG that do not exceed the 2MB size limit)
When you editing a user, you are able to allocate the user to specific projects to be a part of and work on. Assigning a user to a project allows them to view the individual project and its' contents such as the requirements, test cases, test executions, and etc.
- A user can be assigned to multiple projects
- A user can be assigned to 0 projects
3. After filling in all the mandatory fields, click on the "Save" button to finish making any changes to the user in the system.
Starting Release 8.2, Zephyr Enterprise documentation is moving from its current location on Atlassian to a dedicated, standalone Zephyr Enterprise Documentation page. https://support.smartbear.com/zephyr-enterprise/docs/en/welcome-to-zephyr-enterprise.html