Okay, you’ve created your Targetprocess account and successfully logged in. Now you can take your first steps with the application and start to explore and configure it for your needs and the needs of your team.
How to change my personal details?
When you first log in, there is only one user account in the system: yours. Here are the default details always used for this first account:
- First and Last Name: Administrator Administrator
- Login: admin
- Password: admin
- Avatar Photo: no photo
Naturally, you’re welcome to change these settings. The easiest way to do this is to use the My Profile menu. Click on the Profile icon in the top right corner of the page. Once on the profile page, navigate to the Account Settings tab.
Here you’re able to update your login, email, password and other details of your personal profile. Please make sure you change your login and password because the default ones are not secure.
You can use either your login or email when logging into Targetprocess.
The Active Directory User Name property is used for your login only when you have the on-site version of Targetprocess installed and Windows authentication mode is active for Domain Users in the IIS settings on your local server.
To edit your first name or last name, hover the mouse pointer over the field with your current name. When the small pencil icon appears, click to edit the field. Type your new name and press enter to save it.
An "Avatar" is a little picture that represents a user. To modify your avatar, simply click on it. Then select Upload Image for a new Avatar photo, Edit Avatar, or Remove the current one.
As a best usage practice, please don’t neglect the avatars. Avatars are the fastest and easiest way to associate entities or actions with users in Targetprocess. Furthermore, you’ll be able to see avatars on all views representing Work Distribution by People. Avatars are shown for all the assignable entities (User Stories, Bugs, Tasks, Features, Test Plan Runs) under Assignments as well.
Targetprocess supports the Gravatar service. If you have your Gravatar image uploaded and associated with your email address, it will be automatically displayed in your Targetprocess profile.
What are Administrator, Observer and Contributor permissions?
The first account is granted with Administrator permissions by default. Administrators have unlimited access to all Data and Settings in the system. They can manage People accounts, set Projects and Teams access for them, modify any work from all Teams and Projects, create and edit Public Views, and change Roles, Processes and Workflows.
Observer users have special behavior and permissions. When Observers are assigned to a Project, they are allowed to view and modify whatever complies with their Project Role. However, even if not included in the Project, this person still has viewing access to all Projects, but cannot edit anything. Observer users count as Active and require a license. Learn more about setting up Observer Roles and Read-Only Data Access.
Starting from v.3.10.4 Targetprocess provides a helpful new user type for users doing cross-project collaboration - Contributor. As opposed to the Observer user type, who has read-only access to all public projects and teams in the system, Contributor users are allowed to edit. Contributors can modify any entity in any project or team which they are not a member of (if their default role allows these entity changes).
When a User is not an Administrator, they have access to the work only from the Project or Team scope they belong to. Work from other Projects and Teams is hidden from them. Read below how Administrators can add a user to a Project or Team.
How to create more User accounts?
Administrators in Targetprocess can create and manage accounts for other users. You can add many user accounts, but please keep in mind that the number of accounts active at a time and enabled for login is limited by current License count.
To create a new user account quickly, use the green + Add button in the top left corner of the page and select the User entity.
This dialogue offers you the option to specify personal details and the default Role for the new User. Every user can have a different Role for the different Projects and Teams they belong to. For a quick setup, you can leave this setting as default and return to change it any time later on. Read more about Roles and Workflow settings.
You can also add Users to a People view using the green [+] button in the bottom of the view column. You can easily Edit personal Account Settings for all active users by navigating to the list on the People view and clicking on the corresponding cards.
How to Assign Users to Projects?
First, we need to create Projects as containers for all further work. You can add a Project quickly under the big green +ADD button
Fill in basic details: Project Name, Color, Process (All Practices should probably fit you by default).
From this form you can invite unregistered users to join and collaborate in your Targetprocess Project. They will receive the link to a ‘Create personal account’ page via email.
You can also add a new Project to a Projects view using the green [+] button in the bottom of the view column. You can easily change settings for all active Projects by navigating and clicking on the corresponding cards in this view column.
Now Users and Projects have been created. If you don’t use multiple teams and every of your Projects has only one responsible team, then the next step is to Assign People to Projects.
How to Assign Users to Projects by Teams?
When you have cross-project teams or when several small teams are working on independent areas inside of a common Project, you need to distribute people by Teams and then assign people to your Projects through these Teams. Read more about Teams usage in Targetprocess 3.
Now you can begin planning your Backlog and assigning work to Projects and People.