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Editing users and customers

Edit users or customers to update contact and other user information, change security settings, set up email notifications, assign licenses, and configure default display settings for item list windows. You may also be able to change usernames if the option is enabled on the Helix ALM License Server. See license server help for information.

Tip: If you want to change a local user or customer to global, you must promote them. See Promoting users and customers.

1. To edit a user, select the user on the Users list window.

To edit a customer, select the customer on the Customers list window.

Note: Click Find to search for the user or customer to edit. See Searching for users and customers in fields.

2. Click Edit.

The Edit dialog box opens.

3. Make any changes to the information.

Keep the following in mind:

Multiple users can have the same first and last names. Make sure to enter additional contact information to distinguish between these users in Helix ALM applications.
Users with usernames and passwords longer than 32 characters cannot use Surround SCM or TestTrack 2016.0 and earlier.
You cannot edit most information on the Info tab and any information on the Address tab for LDAP users in Helix ALM. This information is managed in the corresponding LDAP or Active Directory server.
The Statistics tab displays read-only statistics about the user or customer's Helix ALM usage. The History tab displays read-only information about issues reported by the customer. Double-click an issue to view it. The History tab is not displayed for users.

Tab	Use to:
Info	Assign the user or customer to a security group, enter phone numbers and an email address, set a password, and set password options. See Managing user and customer contact information and passwords.
Notify	Configure email notifications for the user or customer to notify them about project changes. See Adding user notification rules.
License	Assign a license to a global user or customer. Only assign a license to a customer if you want them to be able to log in to Helix ALM. See Assigning licenses to users and customers.
Address	Enter the address and enter or select the company, division, and department. If you enter a company, division, or department value, it is saved and can be selected for other users and customers in the project, which can help you group related users. You can enter up to 64 characters. The Division values are based on the selected Company value, and the Department values are based on the selected Division value.
Notes	Enter any notes about the user or customer.
CPU	Enter the computer CPU information. This information can help your support department troubleshoot bugs the user or customer reports. Click Capture Config to automatically populate these fields with the current computer's configuration.
Peripherals	Enter the computer peripherals information. This information can help your support department troubleshoot bugs the user or customer reports.
Display Settings	Limit the information displayed when the user opens a list window. Only displays items that pass the selected filter. See Configuring default item list display settings for users and customers.

4. Click OK to save the changes.