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 to applications in Zephyr and the ability to perform certain tasks throughout the system. One or multiple roles can be selected for an individual user. There will be default roles in the system that can be selected, or you can utilize customized roles. Customized roles can be setup in the Customizations page under System Setup. Some of the default roles are:
- 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)
Note
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.
3. After filling in all the mandatory fields, click on the "Save" Button to create the user in the system.
