On selecting
a resource in the Resource List, details
about that particular resource are displayed. If the "Add" button
is clicked on, a blank details section appears that allows for information
about a new resource to be added.On selecting
a resource in the Resource List, details
about that particular resource are displayed. If the "Add" button
is clicked on, a blank details section appears that allows for information
about a new resource to be added.
Mandatory fields are shown in a red bordered box. Adding the First Name and the Last Name immediately creates the User Name of that resource as FirstName.LastName by default. This can be changed by checking the Customize Username field and modifying the entry in the User Name text field.
The User Type drop-down is more for tracking purposes and doesn't affect any functionality or access of the system. The User Role on the other hand, is very important. There are 3 types of users in the Department:
Manager: Only 1 per Department, super-user, logs into the Test Manager's Desktop, manages people and project allocation, administers the system
Test Lead: Can have multiple Leads per Department, responsible for an entire Project(s) and its Releases/Iterations
Tester: Can have multiple Testers per Department, assigned to Project(s)
The total number of resources that are active or enabled cannot exceed the number of licenses purchased. If more are added, they will be in a disabled state.
The Title field is again for informational purposes and doesn't affect any functionality. The Location field is an important one as metrics are tracked around the location of the resource. A Work Phone number is again for informational purposes and shows up in the Project Dashboard. The Email field is very important because a new resource added to the system is notified via email about how to access the system and their username/password details. It is also used to notify of Defect changes if the internal Defect Tracking System is being used.
On adding a new resource to the system, they are automatically added to the Collaboration application.
The various optional fields are Mobile Phone, Home Phone, and Address 1, Address 2, City, Country, State and Zip. These are all informational fields.
You can add an image for a resource and this will be displayed both in this Resource Details section as well as in the Project Dashboard for the particular project(s) they have been assigned to. To add an image, click anywhere on the image and a "Browse" button should appear that will allow you to search and select an image. Once selected, click on the "Upload" button and the image is uploaded. Changing the image is easy - add a new image and that will replace the existing one.
Images of type JPG, GIF and PNG that do not exceed 2MB in size are supported.
Resources can be enabled or disabled based on the following:
If the number of resources being added are greater than the number of licenses available, the system automatically disables those resources.
You can disable or enable any resource as long as the number of enabled resources are equal to or less than the number of licenses available.
On disabling a user, they will no longer be able to log into Zephyr.
Data for disabled users is not lost.
As a Test Manager, you can change the user name of a resource by checking the Customize Username field and modifying the entry in the User Name text field. If a resource has forgotten their password, you can reset their password by clicking on the Reset this User's Password button which sets their password to the same as their user name. Please ensure that you Save before exiting this application otherwise the password will not be reset.
Those users can then log into Zephyr and change it on that first login.