Customize Roles

Administrators can create and customize an individual role and determine the permissions for specific applications in Zephyr for that role. Once a role has been created, users can be assigned it. Users must be allocated to a project and given a role in order to log into Zephyr and use those specific project-level applications that they were assigned to.

Enter the required details for creating a new user role:

Administrators can create roles in any of the following Role Template categories:

Managers will have three distinct roles: one for Administration Apps, one for Project Apps, and one for Global Repository Apps.

Users can filter these roles by "Role Template" or search for them using keywords. Additionally, the roles table supports pagination for easier navigation.

When defining the permissions for a role, select an option for "Create and Edit". This option allows you to create and modify content related to the selected application. This approach prevents unauthorized users from creating new items or editing existing requirements, test cases, folders, and so on.

When selecting permissions for a role, an additional "delete" checkbox option is available for specific applications. This feature allows the administrator to customize the roles and permissions regarding deleting the content associated with the application.

For example, if the “delete” option is selected for the requirements application, the users with this role can delete requirements. Users with this role cannot delete requirements if the option is not selected.

Roles can be set up with the administration apps so that users with the role can manage the Zephyr system, users in the system, projects in Zephyr, manage the defects administration section, and any groups in Zephyr. To manage other users and groups in the system, you can create a role with the "User Setup" or "Group Setup" application selected, allowing the user of that role to manage other users or groups and their access or information in Zephyr.