ZenTao ManualBook Info
1 Introduction
1.1 About ZenTao
1.2 Introduction PPT
1.3 Technical Support
1.4 Follow Us
2 Installation
2.1 Choose the right installation
2.2 ZenTao Cloud
2.3 One-click Installation for Windows
2.4 One-click Installation for Linux
2.5 Installation with Lampp
2.6 Source Code Installation (for all Systems)
2.7 Set up Virtualbox for ZenTao
2.8 Softaculous service
2.9 Integrate Zdoo
2.10 Install Ioncube
3 Upgrade
3.1 Upgrade ZenTao
3.2 Upgrade by source code (for all systems)
3.3 Upgrade for one-click installation for Windows (xampp)
3.4 Upgrade for one-click installation package for Linux
4 Users and Groups
4.1 Company Structure
4.2 Add a User
4.3 Batch Manage Users
4.4 Groups and Privileges
5 Quick Start
5.1 Project and Task Management
5.2 Bug Tracking
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 a Story
6.9 Task Breakdown
6.10 Report a Bug
6.11 Manage Contacts
6.12 Customization
6.13 Import Excel, CSV files
6.14 Document Management
6.15 Operation Mode
6.16 Points
6.17 Customize Required Field
6.18 Access Control
7 Advanced Application
7.1 Workflow
7.1.1 ZenTao Workflow
7.2 Personal management
7.2.1 My Todo
7.2.2 My Task, Story and Bug
7.2.3 My Profile
7.3 For Product Owner
7.3.1 Manage a Product
7.3.2 Manage a Product Line
7.3.3 Create and Review a Story
7.3.4 Change and Review a Story
7.3.5 Story Status
7.3.6 Notes for Writing a Story
7.3.7 Product Module
7.3.8 Release Plan
7.3.9 Create a Release
7.3.10 Roadmap
7.3.11 Documents
7.3.12 Planning Meetings
7.3.13 Daily Scrum, Review and Retrospective Meetings
7.3.14 Story Reports
7.4 For Project Manager
7.4.1 Create a Project
7.4.2 Set up a Team
7.4.3 Confirm a Story
7.4.4 Story Breakdown
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 Review and Retrospective Meetings
7.4.9 Basic reports on tasks
7.5 For Development Team
7.5.1 Project planning meeting and task breakdown
7.5.2 Claim tasks and update efforts
7.5.3 Kanban and Tree Diagram
7.5.4 Build
7.5.5 Test Task
7.5.6 Resolve a Bug
7.5.7 Documents
7.5.8 Confirm Bugs
7.6 For QA Team
7.6.1 Defect Management
7.6.2 Report a Bug
7.6.3 Verify 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 and Review Test Cases
7.6.8 Test Suites, Public Case Libs and Reports
7.6.9 Manage Test Tasks
7.6.10 Execute Cases and Report Bugs
7.6.11 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
8.1.5 ZenTao remote host
8.2 Deploy ZenTao
8.2.1 Guest Login
8.2.2 Email Notification
8.2.3 Set Super Admin
8.2.4 Static Access
8.2.5 Delete "zentao" from URL
8.2.6 Integrate ZenTao with SVN
8.2.7 Integrate ZenTao with Git
8.2.8 Integrate webhook
8.2.9 Integrate Xuan.im
8.2.10 Integrate Zdoo
9 Customization
9.1 ZenTao customization
9.2 ZenTao Directory
9.3 Locate and Change Files
9.4 ZenTao Database Structure
9.5 Common Modules
9.6 Add Features to Menu
9.7 Set Privileges to Modules
9.8 Examples: modify language prompt
9.9 Examples: set priority when creating bugs
9.10 Web Editor
9.11 ZenTao Packaging Standards 1.1
10 Relevant Issues
10.1 About third-party code
10.2 Support ZenTao
10.3 ZenTao Commercial Service
10.4 Acknowledgement

Groups and Privileges

2015-09-10 10:38:09
azalea
3678
Last edited by Renee on 2018-09-25 17:27:58

In ZenTao, all the user privileges are assigned by groups. After managing departments, create user groups and assign privileges to each group. What are the differences between groups and departments then?


Department structure is set from the perspectives of the company. It defines the superior-subordinate relations among employees. The user groups in ZenTao are to distinguish the privileges of users. There are no relations required among them. For example, user A belongs to the Product Department while user B belongs to the Dev Department, but they both have the privilege to report bugs.


1. Add 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 Group to create new groups.


1.4 On the page of groups, you can manage the privileges and members of any group, or copy any group.


2. Manage Privileges

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

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

2.5 Check a module to assign the privileges to a group.


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


3. Manage Members

3.1 Log in as Admin and click Company->Group;

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


4. Other Shortcuts

In addition to actions mentioned above, you can also manage 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 ModulePrivileges to assign privileges to multiple groups.


You can assign multiple methods to more groups at the same time.

    Comment List
    Neha Verma 2018-09-04 15:51:18
    How can I make sure that my developers are not able to edit each other's tasks or tasks of other teams
    Renee 2018-09-05 09:05:20
    You can set Project as Private, so only developers within a certain team will be able to see it. All changes to a task can be seen in the history.

    For forbidding developers to change each other's tasks, ZenTao is not designed in that way. ZenTao is for Agile methodology and is designed to improve the transparency within the team.
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