Group Setup

Owned by Kevin Pham (Deactivated)
Jun 24, 2019
3 min read

Adding a Group

Editing a Group

Deleting a Group

Groups can be created to allow the grouping of users and other groups.

User groups can contain a list of users that can be used to allocate to specific projects rather than individually assigning a user to a project.

Groups can be manually created in Zephyr and with groups, Zephyr provides additional support to automatically assign users to groups based on Crowd and LDAP group assignments. Zephyr provides an indication to see the difference between a group that was created in Zephyr compared to a group from Crowd or LDAP. 

The groups table has a column to show the number of members in it and by previewing the “Status” column in the groups table, the following statues can be used to view whether the group was created in Zephyr or was pulled externally:

  • Internal – Group created from within Zephyr
  • External – Group that was pulled from Crowd or LDAP

A group can have multiple users. A group can exist without having any assigned users as well. You cannot create duplicate groups in Zephyr. You can disable or enable the groups. When a group is disabled, it will not be displayed in the project setup section when assigning a group to a project. You cannot assign groups to projects in the group setup section. This can only be done in the project setup section. 

If the authentication is setup for Crowd or LDAP, the user will get an option to import groups from Crowd or LDAP and the user can only import single/multiple parnet groups from Crowd or LDAP. After importing the groups, the groups will be created in the group setup and the users will be created in the user setup with the proper user group assignments.

Important Notes

There is no option to import only the users from Crowd or LDAP and it will always import from the group only.

When you are importing users specifically from Crowd and if the group in Crowd has more than 1000 users, only the first 1000 users will be imported.

When importing groups, if the groups already exist in Zephyr, you will get a message to link with the existing group.

When importing groups, if the users already exist in Zephyr, you will get a message to link with the existing user(s).

When Importing and syncing groups from an external source, users needs to have the same username in the external source as the username in Zephyr.

  • This is to prevent the duplicate entries of users in the Zephyr system. Duplicated users will remain in the system which will have to be disabled.

When importing groups with named licenses, the administrator will receive a pop-up module exclaiming that their Zephyr system is over the limit of users available for the named licenses available. 

  • When this occurs, please contact your Zephyr representative for further information.

If you delete a group that is associated with a project, the users within that group will lose access to the project.

If groups are pulled from Crowd or LDAP and there are any modifications made in Crowd or LDAP, Zephyr provides the ability to sync the groups if changes are made from Crowd or LDAP to keep the Zephyr groups up to date.

Syncing external groups is done manually by using the using the sync icon in the “Action” column for the group table.

  1. Simply click on the Sync icon to manually sync and update the groups if there were any changes.