Now that you’ve established a project, it’s time to get a team on board. To begin, you’ll need to advance to the Dashboard by logging into the Applause platform at http://my.applause.com.
To begin, select Account & Settings > User Management from the left hand nav.
Next, click the New Teammate button in the upper right corner of your screen.
Fill out required information for adding a user – First Name, Last Name, Email, Admin, and Team Roles.
The Team Roles a user can fill are Owner, Collaborator, and Viewer. Each of these has different levels of privilege:
Owner: In addition to the rights of a Collaborator, Owners can also change project settings, and invite other collaborators. Owners also receive all platform notifications by default.
Collaborator: This role allows a team member to create new test cycles, triage bugs, and communicate with testers and the Project Management team. Collaborators receive limited platform notifications.
Viewer: This role provides read-only access to a project for a team member. This allows users to view and monitor test activity, but they will not be able to create new test cycles themselves.
After all information has been added, click the Finish button to save the user and add them to your team. The user will receive a welcome email shortly with instructions on setting up their password.
The purpose of creating a Team is two-fold – it provides both a way to organize team members, and also operates as a view filter. Assigning a team member to particular teams keeps their focus on the projects with which they are directly involved with, and avoids cluttering their dashboard with products and testing they are not involved with.
To create a new team, you’ll follow the same workflow to get to the User Management screen via your Dashboard. Select New Team from the manage users page.
On the Team Management page, fill out the required Team Name field.
Choose which team members will be associated with the team based on users you’ve created, as well as their role via the Roles dropdown.
Select Products the team will be associated with by checking and unchecking the box next to the product name.
Note: when assigning a team to a product, the current team working on that product will be replaced.
Once the team is configured, click the Finish button. The new team will be configured and assigned to their new Product.