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STEP 3. ADD MEMBERS A member requires a username and password to log in to the system. Project Access (assigned in Step 4) is required to be able to enter a backlog. A member’s role on a project determines which project assets they are allowed to create, view and modify. •

Click on the Member’s page from the Admin tab to access the Members repository.

Select the Add Member button from the action menu at the top right of the Title Bar.

To allow the member to log on, enter a username and password.

Now select a default role for the new member. The default role is part of the member record and is used for two purposes: 1) to serve as the default when the member is added to a project and 2) to determine access to admin features such as system configuration. So, if a member needs access to admin features, make sure the default role is set appropriately for the required access. Roles are listed in order of greatest access to least access in the dropdown.

Once all of the member information has been entered, save the record by clicking the OK & New button, which will save this record and present a new Member record window to continue adding new members.

After the last member has been entered, click OK to save and close the window.

The Members page will now display the list of all members in the system.

At this point, Members have now been provided with access to the Enterprise application but cannot yet access any projects. In the next step, members will be assigned to the project.

ADDITIONAL ROLES & SECURITY CONSIDERATIONS There are four important factors to consider when assigning roles: •

Roles determine which project artifacts a member can view and manipulate.

Default Role determines the member’s role when using drag and drop to assign members to a project.

Roles assigned to a project are inherited by all child projects.

At any level in the hierarchy a member’s role can be adjusted to grant or revoke privileges (See Help under Administration > Roles & Project Membership for more information).

STEP 4. ASSIGN MEMBERS TO PROJECT In this step, you’ll grant member’s access to the projects on which they will be working. From the Project Assignment page under the Members tab, there are two grids: the top displays the project tree and the lower grid displays the member list. •

Select the Expand All icon to display the project in the tree.

To add members to the project, drag and drop members from the lower grid to the project using the member’s default role. When a member is assigned to a project, the member is automatically assigned to all sub-projects below that project in the hierarchy as well.

To verify the members that have been assigned to the project, review the Project Membership column in the member’s grid at the bottom.

At this point, you can communicate the login information to each member and let them access the system to begin adding project backlog and planning their project.

Additional Considerations To assign project-specific roles that differ from the member’s default role, use the Members > Project Assignment page.

STEP 5. CREATE BACKLOG ITEMS Use the Backlog Item and Defect Planning page to define and manage the backlog items and defects for a project. This view allows you to enter, edit, filter, sort, categorize and rank your backlog. •

Select the Product Planning tab in the main menu and click Backlog Item and Defects.

Select the appropriate project in the My Projects dropdown in the left nav area.

Select Add Backlog Item to begin creating the backlog. The minimum information that is needed to define new backlog items includes the Title and the Project to which the item is assigned.

Click OK & New to save the current item and enter another.

When you have entered the last backlog item, click OK to return to the Backlog Items and Defects page.

If you have already defined your backlog elsewhere, you can use the Excel Import to import story, task or test data stored in an Excel spreadsheet. Download an Excel template from the Import page and load your existing data into the template to get started.

WHERE TO GO FROM HERE For additional information about building the product backlog, please view the Product Planning video. You may also want to refer to these resources for more information about using Enterprise: •

Plan your release

Plan your sprint

Track daily progress

Watch more videos

Enterprise Edition User Guide

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Quick Start Guide for Enterprise