ZenTao ManualBook Info
1 Introduction
1.1 About ZenTao
1.2 How to get support
2 How to Install ZenTao
2.1 Choose the best installation
2.2 ZenTao Cloud
2.3 One-click Installation Package for Windows (Recommended)
2.4 One-click Installation Package for Linux
2.5 Source Code Installation Package (for all Systems)
2.6 Set up Virtualbox for ZenTao
2.7 Softaculous service
3 Upgrade ZenTao
3.1 Choose Upgrade
3.2 Upgrade by source codes (General for all systems)
3.3 Upgrade for one-click installation package for windows users (xampp)
3.4 Upgrade for one-click installation package for Linux
4 Users and Groups
4.1 Organization Structure
4.2 Add an Account
4.3 Batch Manage Users
4.4 Groups and Privileges
5 Simple Application
5.1 Project and Task Management
5.2 Bug Management
5.3 Product Management
5.4 Individual Task Management
6 Basic Application
6.1 Basic Workflow
6.2 Agile and Scrum
6.3 ZenTao and Scrum
6.4 ZenTao Tutorial for Rookies
6.5 Create a Product
6.6 Create a Story
6.7 Create a Project
6.8 Confirm Stories
6.9 Decompose Tasks
6.10 Report a Bug
6.11 Manage Contacts
6.12 Customization
7 Advanced Application
7.1 Workflow
7.1.1 ZenTao Workflow
7.2 Personal management
7.2.1 My To-dos
7.2.2 My Task, Story and Bug
7.2.3 My Profile
7.3 Product Owner
7.3.1 Manage a Product
7.3.2 Create and Review a Story
7.3.3 Change and Review a Story
7.3.4 Story Status
7.3.5 Notes for Writing a Story
7.3.6 Product Module
7.3.7 Release Plan
7.3.8 Create a Release
7.3.9 Roadmap
7.3.10 Manage Documents
7.3.11 Product Meetings
7.3.12 Project Management, Presentation and Summary
7.3.13 Story Reports
7.4 Project Manager
7.4.1 Create a Project
7.4.2 Set up a Team
7.4.3 Confirm Stories to be done
7.4.4 Decompose Tasks for Stories
7.4.5 Daily Standup Meetings
7.4.6 Check Project Progress via Burndown Chart
7.4.7 Check Project Progress via Lists
7.4.8 Presentation and Summary Meetings
7.4.9 Basic reports of Tasks
7.5 Development Team
7.5.1 Project planning meeting and decompose tasks
7.5.2 Claim and update Tasks
7.5.3 Create a Build
7.5.4 Test Task
7.5.5 Resolve a Bug
7.5.6 Manage Documents
7.5.7 Confirm Bugs
7.6 Testing Team
7.6.1 Bug Management
7.6.2 Submit a Bug
7.6.3 Confim and Close a Bug
7.6.4 Activate a Bug
7.6.5 Find a Bug
7.6.6 Test Case
7.6.7 Create a Test Case
7.6.8 Manage a Test Task
7.6.9 Execute Cases and Report Bugs
7.6.10 Reports
8 Configuration
8.1 Maintain ZenTao
8.1.1 Initialize scripts
8.1.2 Back up ZenTao
8.1.3 Recover the deleted
8.1.4 Update Burndown charts
8.2 Deploy ZenTao
8.2.1 Guest Login
8.2.2 Cnfigure Email
8.2.3 Set Super Admin
8.2.4 Configure Static Access
8.2.5 Delete "zentao" from your address
8.2.6 Integrate ZenTao with SVN
8.2.7 Integrate ZenTao with Git
8.3 Import other systems
8.3.1 Import data from bugfree
9 Custom Development
9.1 ZenTao Mechanism of Developing
9.2 ZenTao Directory
9.3 Modify files
9.4 ZenTao Database
9.5 Common Modules
9.6 Add features to navigation bar
9.7 Examples: Modify Language Prompt
9.8 Examples: set priority when creating bugs
9.9 Web Editor
9.10 Packaging Standards of ZenTao 1.1
10 Other Relevant Issues
10.1 About third-party code
10.2 ZenTao FAQ
10.3 How to Help ZenTao
10.4 ZenTao Business Service
10.5 Acknowledgement

Groups and Privileges

2015-09-10 10:38:09
azalea
1074
Last edited by Max on 2017-07-17 10:13:12

In ZenTao, all the user privileges are assigned by groups. So after finishing department structure, create user groups and assign privileges to each group. What is the differences between user groups and department structure then?


Department structure is set according to the perspectives of your company. It defines the superior-subordinate connections among employees. The user groups in ZenTao are mainly to distinguish the privileges of users. There is no required relations between them. For example, user A belongs to the Product Department while user B belongs to the Department of R&D, but they both have the privilege to submit bugs.

1. Creating Groups

1.1 Log in ZenTao as Admin and click the Company.

1.2 Choose Group and then the page of group lists will show. You will see a few buttons under Actions.

1.3 Click on Add a Group to create new groups.


1.4 On the page of group lists, you can maintain the privileges and members of a particular group, or copy a particular group.

2. Manage Privileges

2.1 Log in as an administrator;
2.2 Click the Company;
2.3 Click Group and enter the page of group lists;

2.4 Choose a group and click Privilege button to maintain the privileges of the group;

2.5 Check a module to assign the privileges of each module to certain group.


2.6 Privilege has been added since ZenTao 7.1 Version. You can set a group can only have access to certain product or project, e.g. set the privileges of Project Manager group.


3. Manage Members

3.1 Log in as an administrator and click Company->Group;

3.2 Click Member button and a window to manage users of certain group will pop out, e.g. Testing team.. 

4. Other Shortcuts

In addition to actions mentioned above, you can also maintain members through copying or using modules. Choose a group and click the copy button.
4.1 Log in as an administrator;
4.2 Click Company->Group;

4.3 Click Assign by Modules to assign privileges to multiple groups.

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