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System Configuration

System Administration

Authentication

Defect Tracking Setup

Customizations

About Zephyr

Return to Zephyr Enterprise Administraton Guides

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 add, edit, enable and disable additional 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. Managers are also able to export the list of users from the system for further reporting.

Terminology

 Click to view more information on terminology regarding this page
TermDescription
UserAn individual/person who users or operates functions within Zephyr Enterprise.
TypeA category used to define a specific individual/user.
RoleA 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.
TitleAn optional field that can be used to describe the job title of the user.
LocationThe location of the workplace for the user in the system.
Usernamea unique sequence of characters used to identify a user when accessing the system.
EnableTo activate and make a user account in the system operational.
DisableTo deactivate and remove any operational action in the system.

Table of Contents

Adding a User

Editing a User

Enabling and Disabling Users

Exporting a List of Users


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. 

Note

Users of type "Dashboard" do not count towards the license count.

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.

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