Adding a User

Adding Users

Prior to Adding a User

Prior to adding a user, there must be an existing administrator that has been created in Zephyr. 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. As a testing manager, you want to add a brand new test lead as a 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  button at the top right of the interface.

2. Fill in the following mandatory fields. 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.
  • 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 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. 

  • Images can be added as a resource. (JPG, GIF, and PNG that do not exceed the 2MB size limit)

Important Note about Logging in with a New User

The default username for a new user will always be their First Name and Last Name. You have the option to select the checkbox to customize their username if you wish to do so as well. 

The default temporary password after adding a new user will always be their First Name and Last Name. User's have the option to change their password when first logging into their account or using the top right menu in Zephyr to change their password. If you are resetting a users password, it will set the temporary password back to the same as the username.

  • To learn about changing a password, please click here.
  • To learn about resetting a password, please click here.

To log into Zephyr with a newly created user, the user will need to log into Zephyr using their username and their username as their password.

For example, if we create a new user with the first name "Kevin" and the last name "Pham", the default username will be "kevin.pham" and the default temporary password for initially logging into Zephyr will be "kevin.pham". To log into the application, we would login with the username "kevin.pham" and the password "kevin.pham". Once the user logs into Zephyr for the first time, this password will be asked to be changed.

3. After filling in all the mandatory fields, click on the "Save" Button to create the user in the system. 

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