Converting ghost users to normal users
If you want a ghost user to be able to log in to Helix Plan, you need to convert them to a regular user first. You can convert a ghost user to have a full user or QA account.
1. In the Planning view, click More, choose Ghost users, and then choose Convert ghost users to regular users.
The Convert ghost user dialog box opens.
2. Select the users to convert.
To show all ghost users with or without assigned tasks in the project, clear Only show users with assigned tasks in this project. To only show users with assigned tasks, select the option.
3. Click Convert users and select an option.
- Convert to full user accounts converts the selected users to full accounts, which allows them to log in to Helix Plan and use all functionality they have permission to. This requires a license.
- Convert to QA accounts converts the selected users to QA accounts, which allows them to log in to Helix Plan and report bugs without using a license. See QA user accounts.
The user is converted and moved to the Converted accounts list.
If you do not have enough available licenses for ghost users you need to convert to full user accounts, you can upgrade your license. Click Upgrade license. See Upgrading the server license for more users for more information.
4. Click Close when you finish.