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When adding or editing a user or customer, you can select a security group, enter phone and email information, and set passwords and options. You cannot change contact or password information for LDAP users.
Tip: You can enter address information for users and customers on the Address tab.
1. Click the Info tab when you are adding or editing a user or customer.
2. Select a Security group for the user or customer.
3. Enter any Phone Numbers.
4. Enter the Email Address.
Make sure users have a valid email address in their user record. This is required for users to receive email sent when automation rules or user notification rules run. It also helps ensure users receive replies to emails they send from Helix ALM. See Configuring Helix ALM to send email.
If a user without an email address in their record sends email from Helix ALM, the return address configured in the email project options is used as the sender in the email From and Reply To fields. See Setting email project options.
5. Enter and confirm the Password. You can enter up to 128 characters.
Note: Users with usernames and passwords longer than 32 characters cannot use Surround SCM or TestTrack 2016.0 and earlier.
6. Select any password options. These options are only available for global users and customers, and any changes are also applied to the user or customer record on the Helix ALM License Server.
Note: You can only change these options if you have permission on the license server to manage global users or administer all license server, and permission to view user login information in Helix ALM.
7. Click Add or OK to save the changes.
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