Users and groups#

User is any person who is interacting with Zebrunner workspace and has access to its functionality. You can become Zebrunner user as soon as you create a workspace or are invited to the workspace by someone from your organisation.

Inside any workspace, there are two core groups of users:

• Admins — the main group of workspace participants, have dominant rights over other users. CAN create projects, edit or delete ANY project, add or delete members of ANY project (even private). CAN invite users to the workspace.

• Users — a group of common workspace participants. CANNOT create projects, CANNOT edit or delete projects unless they are assigned as project Administrators or Managers. CANNOT invite users to the workspace.

You may be interested to learn more about Project members and roles

Admins/Users can be invited to the workspace from the Users or Invitations grids (by workspace Admins only). To access the Users/Invitations grids, click the Settings settings icon icon in the header and choose Users/Invitations on the Settings page.

Adding users to the system#

Please keep in mind: the maximum number of users that you can add to your workspace is determined by the current pricing plan. If you try to exceed the fixed number of users, you’ll get an alert message and will need to perform additional actions:

• subscribe to a plan with a bigger number of users available
• or check your current users in the workspace, maybe you could update the list

Inviting a new user#

This is the most common way to add a new user (either Admin or User) to the workspace.

To to this, perform the following steps:

1. Access the Users or Invitations grid from Settings page
2. Click Invite user above the users/invitations list, the Invite users dialogue will appear
3. Choose a group to add user(s): Admins or Users
4. Enter the email(s). You can enter an unlimited number of emails at a time
5. Click Invite

Invitations will be sent to the specified emails and can be managed from the Invitations page. Invited users need to accept the invitation by following the link in the email and providing new creds.

Creating a user#

Alternatively to inviting a new user via email, you can create a new User (not an Admin) without the need to send an invitation by providing the details yourself.

To do this, perform the following steps:

1. Access the Users grid from the Settings page
2. Click the Create user above the users list, the New user dialogue will appear
3. Provide the details of your new user: username, first and last name, email and password
4. Click Create

Your new user will appear in the list. You'll then need to share the creds for the user to access the workspace.

Managing users#

You can manage your existing users from the Users page (Settings -> Users).

Editing user details#

As a workspace Admin, you can alter user details like first and last name, email from Users page.

To do this, perform the following steps:

1. Access the Users grid from the Settings page
2. Go to the user you need and click More Options
3. Select Edit, the Edit user dialogue will appear
4. Apply the necessary changes to the user
5. Click Save

Moreover, you can change the password that a user utilizes to enter the workspace. In the More Options menu, select Change password and save the changes.

Deactivating a user#

If a user should no longer have access to the workspace, you can deativate them.

To deactivate a user, perform the following steps:

1. Access the Users grid from the Settings page
2. To the right of the user you'd like to deactivate, click More Options
3. Select Deactivate and confirm the action

A Deactivated status will be desplayed in front the user's name.

It's possible to activate a user again by following the same steps.

Managing invitations#

You can manage already sent inviations from the Invitations page (Settings -> Invitations).

Resending an invitation#

To resend an invitation, perform the following steps:

1. Access the Users grid from the Settings page
2. To the right of the invitation you’d like to resend, click More Options
3. Click Resend and confirm the action.

The invitation will be resent to the same email address (a new invitation token will be created).

If you want to copy the link to the invitation and send it directly to the invited user, select Copy link in More Options . The link will be copied to your buffer.

Revoking an invitation#

You can revoke an already sent invitation.

For this, perform the following steps:

1. Access the Users grid from the Settings page
2. To the right of the invitation you’d like to revoke, click More Options
3. Click Revoke and confirm the action

The invited user will not be able to use this link anymore, and the invitation will disappear from the Invitations grid.

Managing groups and permissions#

You can manage your existing groups (e.g. change what groups your users belong to) and adjust group permission from the Groups and Permissions page (Settings -> Groups and Permissions).

Updating users a in group#

To change the group your workspace users belong, perform the following steps:

1. Access the Groups and Permissions grid from the Settings page
2. Go to the needed groups: Admins or Users
3. If you want to add a user to the group: start entering their username, select the needed user from the drop-down list
4. If you'd like to remove a user from the group: find the needed user, click the beside their name

Changing group permissions#

By default, Zebrunner workspace Admins and Users have a predefined set of permissions. Still, they can be changed.

For this, perform the following steps:

1. Access the Groups and Permissions grid from the Settings page
2. Click More Options above the needed group
3. Click Edit
4. Change the group name if needed
5. By using the checkmarks, select or unselect the permissions you'd like to set or unset for the chosen group
6. Click Update

Creating a user group#

To create a new user group with a custom set of permissions, perform the following steps:

1. Access the Groups and Permissions grid from the Settings page
2. Click New group
3. Provide the user group name
4. By using the checkmarks, select the permissions you'd like to set for a new group
5. Click Create

Deleting a user group#

To delete a user group, perform the following steps:

1. Access the Groups and Permissions grid from the Settings page
2. Click More Options above the needed group
3. Click Delete and confirm the action