Setting Up Clients and Departments

The levels of grouping I've been discussing so far apply to individual cases. But FogBugz offers two optional ways to group your projects as well. These groupings can't be applied to individual cases, but they're still useful in organizing your cases:

• Grouping by client

• Grouping by department

Grouping projects by client is helpful when you work with multiple clients, each of which may have multiple projects. You can also group projects by department, which is helpful when your team is divided into different departments, each of which may work on multiple projects.

■Note Internally, clients and departments are treated in exactly the same way: they're both ways to group projects. Because clients and departments are stored in the same table in the FogBugz database, each project can be assigned to exactly one client or one department, but not both.

FogBugz installs with a default client named Internal and no departments. To use these grouping features, you first need to set up your clients or departments (or both). Log on as an administrator and click the Clients link to get a list of clients, as shown in Figure 3-9.

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Figure 3-9. Listing clients

From the client listing screen, you can

• Click the edit icon or the client name to edit the details of the client.

• Click the Delete icon to delete the client. Note that you cannot delete the default Internal client.

• Create a new client by clicking the Create New Client link.

When you click the Create New Client link, FogBugz will open the screen shown in Figure 3-10.

Figure 3-10. Adding a new client

To create a client, you need to give the client a name and, optionally, some notes. Then click the OK button to create the client. You can also assign permissions on a user-by-user basis; I'll discuss permissions in the next section of this chapter.

Creating a department works very much like creating a client. There's a department listing page that looks like the client listing page, and a department edit page that looks like the client edit page. In fact, they're pretty much the same pages, with the exception of saying "department" instead of "client" everywhere.

After you've created the clients or departments that you need, edit your projects one by one. As soon as you create any clients or departments, the editing screen for a project will display a new drop-down list that lets you choose the client or department, as shown in Figure 3-11.

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Figure 3-11. Assigning a project to a client

There are two main reasons that you'd want to group projects by client or department. First, doing so allows you to create a filter that lists all cases for a certain client or all cases in a certain department that you care about. Second, user access can be granted on a client or departmental level. This means that it's possible to create FogBugz accounts for your clients such that they can only see their own cases. You can also partition departments so that users can only see cases in their own department. I'll cover these techniques next.

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