Role Module Migration
In Zephyr Enterprise, roles can be assigned at the user level, and users can also hold multiple roles across projects through the group concept. A union of roles is applied to determine effective permissions.
In QMetry, roles are managed at the instance level. Organizations can use predefined system roles, such as Admin, QA Manager, Tester, and Read-Only, or create custom roles per specific user requirements. Each user is assigned a role at the project level. While users can hold different roles across multiple projects, they can only be assigned one role per project.
Notice
Groups are currently not supported in QMetry. So, groups are not migrated.
Role Migration
During migration, a set of default roles with predefined permissions, aligned with the Zephyr Enterprise permission schema, is created in QMetry. These default roles are mapped to users based on the permissions assigned to each project in Zephyr Enterprise.
Note
In QMetry, the super administrator role is assigned to the user with "User ID 1" from Zephyr Enterprise or to the user designated by the customer as the Super Administrator.
System Administrator Role
The following section provides a detailed overview of how user roles and permissions from Zephyr Enterprise are mapped to QMetry:
In QMetry, the System Administrator role is assigned to any user with the System Setup permission in Zephyr Enterprise, regardless of their project-level permissions in ZE.
Zephyr System Setup Permission | QMetry System Administrator Permission |
|---|---|
 |  |
Application Administrator Role
The following is a detailed overview of how QMetry assigns Application Administrator roles based on Zephyr users' permissions:
A Zephyr Enterprise user without System Setup permissions, but with other permissions defined in the Administration template, is assigned the Application Administrator role in QMetry for their respective project. If no project is assigned, the user receives this role in the default project.
Project Administrator
A Zephyr Enterprise user who is assigned the Project Admin role for a project, but has no role in the Administration template, is assigned the Project Admin role in QMetry for that specific project.
Zephyr Project Administrator | QMetry Project Administrator |
|---|---|
 |  |
Zephyr Enterprise QA Manager
A Zephyr user with all the permissions from the project-type template, but without any role in the Administration template, will be assigned the QA Manager role in QMetry.
Zephyr Enterprise QA Manager Role | QMetry QA Manager/ Lead Role |
|---|---|
 |  |
Functional and Automation Tester
A Zephyr Enterprise user who does not have Release Setup permissions, but has permissions for other modules in a Project Template role (with or without delete permissions), and is not assigned to any Administration template role, is assigned the Functional Tester role in QMetry.
Zephyr Project Type Template | QMetry QA Manager/Lead Role |
|---|---|
 | |
Execution Tester
A Zephyr Enterprise user who does not have Release Setup or Test Planning permissions, but has permissions for other modules in a Project Template role (with or without delete permissions). The user is not assigned to any Administration template role; they are assigned the Execution Tester role in QMetry.
Zephyr Project Template Role | QMetry Execution Tester Role |
|---|---|
 |  |
Read-only Role
The Dashboard role in Zephyr Enterprise maps to the Read-Only role in QMetry. When a Zephyr Enterprise user is assigned the Dashboard role for a project, the user receives the Read-Only role in QMetry. In QMetry, users with the Read-Only role can view project assets and access dashboards or reports. These users are included in the regular license count.
Read-only License
QMetry includes a View-Only license that maps to the Dashboard role in Zephyr, providing users with view-only access. If a user has the Dashboard role in Zephyr without a project-level assignment, QMetry assigns a View-Only license with a Read-Only role in the Default Project. When the Dashboard role is assigned across all projects in Zephyr, QMetry applies a View-Only license with Read-Only roles for all projects.
Global Repo Admin
The following provides a detailed overview of the Global Repository migration to QMetry and Role Mapping:
In Zephyr, the Global Repository allows users with the Global Repo role to perform centralized actions such as creating, importing, and managing test cases globally. In QMetry, a dedicated project called the Global Repo Project is created.
Global Repo Admins: For this project, users with the Global Repo role in Zephyr are mapped to the Global Repo Admin role in QMetry, allowing you to manage test cases from a central location.
Global Repo Testers: Users assigned the Global Repo role in Zephyr with limited permissions, such as no access to delete or configure the repository, are mapped to the Global Repo Tester role in QMetry for the specified project.