ZenTao ManualBook Info
1 Introduction
1.1 About ZenTao
1.2 Introduction PPT
1.3 Technical Support
1.4 Follow Us
2 How to Install ZenTao
2.1 Choose the best 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
3 Upgrade ZenTao
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 Organization Structure
4.2 Add a User
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 Story Breakdown
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 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 Modules
7.3.8 Release Plan
7.3.9 Create a Release
7.3.10 Roadmap
7.3.11 Manage Documents
7.3.12 Product 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 Stories
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
7.5.3 Kanban and Tree Diagram
7.5.4 Create a Build
7.5.5 Test Task
7.5.6 Resolve a Bug
7.5.7 Manage Documents
7.5.8 Confirm Bugs
7.6 For QA Team
7.6.1 Bug Management
7.6.2 Report a Bug
7.6.3 Confim and Close a Bug
7.6.4 Activate a Bug
7.6.5 Locate a Bug
7.6.6 Test Cases
7.6.7 Create and Review Test Cases
7.6.8 Manage Test Tasks
7.6.9 Test Suites, Public Case Libs and Reports
7.6.10 Manage Test Tasks
7.6.11 Execute Cases and Report Bugs
7.6.12 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 Configure Static Access
8.2.5 Delete "zentao" from the address
8.2.6 Integrate ZenTao with SVN
8.2.7 Integrate ZenTao with Git
8.2.8 Integrate webhook
9 Custom Development
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 Packaging Standards of ZenTao 1.1
10 Other Relevant Issues
10.1 About third-party code
10.2 How to Help ZenTao
10.3 ZenTao Business Service
10.4 Acknowledgement

Groups and Privileges

2015-09-10 10:38:09
Last edited by Renee on 2018-01-14 14:49:56

In ZenTao, all the user privileges are assigned by groups. After managing departments, create user groups and assign privileges to each group. What is 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 is 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 a Group to create new groups.

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

2.6 Privilege has been added since ZenTao 7.1. You can set a group to have access to certain 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 certain 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 Assign by Modules to assign privileges to multiple groups.

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

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