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We will explain different options to add users into Wayfast Projects.

How to add Development Users in Project?

Preconditions

First, we need to create a Project and build the structure with DB and active Requirements. For more information you can visit the “Hello World” document.

Overview

In this lesson, we will work on how to define the roles for those Wayfast users who manage the project development.

How to grant users access to a Wayfast Project?

Before starting this tutorial, make sure you have create a project and a user to associate to it. Now we are going to navigate through the Solution and open the Project where we want the user is going to be assignedable to access.

Open “Requirements” under the Project and click “Wayfast User” tab

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Click on “Requirements” menu and then go to “Wayfast User” submenu.

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Here you can see all Wayfast Users that already have access to this project. We can assign a user to this project by clicking on the “Add” button. “Assigning Users” popup will display a “Participants” lookup field that will retrieve all the users that Wayfast identify as available.  

Roles are displayed by default in Wayfast taking into consideration the different roles in Scrum methodology. In this example, we use “Development” role because it contains all the permissions inside the Project. Click “Accept” button and the Wayfast User is assigned to the Project.

Now that the user is added, the Solution and all the Projects associated are visible every time that enter to Wayfast platform.

NOTE: It’s important that Wayfast User has an “Active” requirement available, this is the only way to manage the Project DB and controls. 

How to add Users in Application by Roles?

In this scenario, we will explain how to add a User in any Project through the General Options-Menu Item. As precondition, we have Roles defined inside the Project.

Focus on any Role Clicks on “Quantity Users” link for Admin.

A pop up with our user linked is displayed. By removing the user and clicking “Accept” button, we are able to setup the user into the new role.

How to add Users in Application by Magic Center?

Once the user is generated in “Magic Center”, Admin can associate it to multiple Projects. Even this user can also be part of the “Magic Center” master project.

First search any user by Email. Then click on “Projects” value link.

Under this section, we can see the Projects (Application) listed to the related user.  

If click on “New” button under this section, Wayfast can display all the Projects ordered by Solutions (remember that we understand this a Portfolio that will contain multiple projects associated). Admin will grant access to the Project by checking the “Assign” checkbox at the right.

If enter to the Landing page for the assigned user, it will display the new Application associated.

Recap

There are multiple ways of assign users in Wayfast. We can set roles at Project Level for Wayfast users and then we can create new roles at Application Level from General Options – Menu Items section. Also we can go through the Magic Center and assign users to this Application Roles directly without enter to any specific Project.   be displayed. Now let’s click on “Participants” field and type the name of the user we want to assign. Now let’s move to “Roles” field. Here we can choose from a list of predefined roles so we can reflect our teams composition in the system.

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In this example we are going to use “Developer” role.

The “Default” checkbox will force wayfast to display this user by default every time we create a new requirement.

Workload field allows to assign certain capacity in hours so we can track teams bandwidth.

Last, let’s click on the “Submit” button.

Now this user has access to this project and can contribute to it.