Edit users or customers to update contact and other information, change security settings,
Note: 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 and click Edit. You can also choose Edit > Edit.
To edit a customer, select the customer on the Customers list window and click Edit. You can also choose Edit > Edit.
Tip: To search for a user or customer,
The Edit
2. Make any changes to the information.
Keep the following in mind:
|
Displays: | More information |
---|---|---|
Info | Security groups the user or customer is in, phone numbers, email address, and password information (global users and customers only). | Managing user and customer contact information and passwords |
Notify | Email notifications configured specifically for the user or customer to notify them about project changes. | Adding user notification rules |
License (global users and customers only) | Helix ALM licenses assigned to the user or customer. | Assigning licenses to users and customers |
Address | Address information for the user or customer. | |
Notes | Notes |
|
CPU | Computer CPU information for the user or customer. This can help your support department troubleshoot any bugs the user or customer reports. | |
Peripherals | Computer peripherals information for the user or customer. This can help your support department troubleshoot any bugs the user or customer reports. | |
Statistics | Statistics about the user or customer's Helix ALM usage, including the last logout and number of issues reported. | |
|
Issues reported by the customer. |
3. Click to edit the next user or customer in the list or to edit the previous one. You may be prompted to save any changes.
4. Click