User Setup


Types of Users


Zephyr comes with 4 default Roles and more can be added to the system:

  1. Default Roles (Test Manager, Lead, Tester, Defect User)
    There are 4 roles that exist by default which are the Test Manager, Test Lead, Tester and Defect User. The roles can be added in the User Setup section of the application. Once the user has been added to the system, they need to be assigned to a project. They will get an email with login details that they can use to access their Zephyr instance.

    The fourth role (Defect User) which are users of the Internal Defect Tracking System, can be added in the User Setup section of the Defect Admin.

  2. Custom Roles
    Additional roles can be created in the Customizations tab of the Administration section and the users with those roles can be added in the User Setup page. Once the user has been added to the system, they need to be assigned to a project. They will get an email with login details that they can use to access their Zephyr instance.

NAMED and CONCURRENT Users


Zephyr has 2 License Types:

  • NAMED - users are specifically named users of the system and you can add only that many users in the active state
  • CONCURRENT - Managers can add as many users as you want but only that many users can successfully log into Zephyr as the number of CONCURRENT licenses you have.
    • If the maximum number of users have been reached, the next user will not be able to login until a license is freed up.
    • Administrators can forcibly log out a user - see the Login Status section below. 

Login Status


This column displays which users are currently logged into Zephyr. Clicking on that information allows the Administrator to forcibly log out that user.

Note

Caution: Users will be automatically logged out without saving any of their information or work.