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SpiraTest Administration Guide Help Viewer

1. Introduction
2. Installing SpiraTeam®
3. System Administration
4. Appendices
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1. Introduction
2. Installing SpiraTeam®
3. System Administration
4. Appendices

3.2.1. View / Edit Users

The following screen is displayed when you choose the “View/Edit Users” link from the Administration sidebar navigation:

This screen displays the list of users in the system (both inactive and active) together with their first name, middle initial, last name, username (login), administrative permission status and active status.

You can filter the list of users by either choosing an administrative / active status, or entering a portion of the first name, middle initial, last name or username into the appropriate text box. When you click the “Filter” button, the list of users will be filtered by the criteria you entered. You can clear the filter selection by clicking the “Clear Filters” button. To sort the list of users, just click on the appropriate arrow icon located in the header row of each field (one each for ascending / descending). In addition, the list of users is paginated into groups of fifteen (15). You can step through the different pages by clicking the page numbers at the bottom of the user list.

To add a new user to the system, click the “Add” button at the bottom of the user list, and a new screen will be displayed that allows you to enter the new user information:

On this screen, you can enter information about the user, such as their name, email address, and department. You can also create their password, password reset question and answer. If you want the user to be able to subscribe to items in the system as RSS feeds, you should also make sure that the “Enable RSS Feeds” checkbox is selected and a GUID token is displayed in the text-box underneath.

When creating a new user, you can also set their role for projects. A user can be assigned a role to multiple projects at once, by checking the required checkboxes in the dropdown list of projects. The same role will be applied across all projects.

Note: If you make a user a System Administrator, it will force that user to always have the ‘Project Owner’ role on all their assigned projects, regardless of the chosen role. If you disable this option, they will then revert back to their true role.

In a similar way, to edit the details of an existing user, click the “Edit” hyperlink in the user list box, and you will be taken to the following screen that allows you modify the user details:

On this screen you can edit the first name, middle initial, last name, username, email address, system administration status and active status. You can also change the user’s password (if the user is managed by SpiraTeam) or LDAP information (if managed by an external LDAP directory server). In LDAP-Managed mode you enter the fully Distinguished Name (DN) for that user in your corporate LDAP server and provide no password. SpiraTeam® will then query your corporate LDAP server for the password information, reducing the number of passwords that a user needs to remember. Please see the sections on “Importing LDAP Users” and “LDAP Configuration” for more details.

Once you have made the necessary changes, click the “Save” button to commit them. If you decide that you want to ignore the changes, click the “Cancel” button and the changes will be discarded.

At the top of the page you can also see information relating to the activity of the user on the system, such as when they last logged in.

In addition, there are three tabs that allow you to add/remove the user from projects, update the data-mapping used when synchronizing artifacts that are assigned or created by the current user, and, where relevant, specify whether the user can access the linked TaraVault™ source code management service..

If you click on the “Project Membership” tab you will be shown a list of projects that the user is currently a member of:

You can change the role that the user has on the various projects, by choosing the appropriate role from the drop-down list and then clicking [Save]. To remove the user from a project, select its checkbox and then click [Delete]. To add a user to a new project, click on the [Add] button and then choose the project and associated role from the list of projects on the screen that is displayed:

Then click [Add] to add the selected project(s) to the user’s project membership.

To view/change the list of usernames that a user has in an external bug-tracking system, click on the “Data Mapping” tab. This section is used by the SpiraTeam data-synchronization service to map incidents from SpiraTeam to other bug-tracking systems

Please see the SpiraTeam External Bug-Tracking Integration Guide for more details on using the data-mapping tab.

If you click on the TaraVault membership tab, you can choose whether or not the user has access the linked TaraVault source code repository. This service is only available for hosted/cloud instances of SpiraTeam, and more details can be found in section 3.11.4 of this guide.