Changing default list window tabs and requirement document views for security groups

You may want to automatically show important project information in list windows to new team members the first time they log in. To do this, set default list window tabs in security groups. After new users are added to Helix ALM and security groups, they see these tabs the first time they open a list window. You can also set the default view that new users see when they open requirement documents. See Using list window tabs and Using requirement document views.

Keep the following in mind:

• Only new Helix ALM users see default tabs and views for their security groups. Existing users do not see the defaults, but users in the group can open them. See Opening saved and shared list window tabs and Applying saved requirement document views.
• If a user is in multiple security groups, default tabs for all groups the user is in are displayed the first time the user logs in.
• Before you can set tabs and document views as defaults in security groups, they must be saved and shared with the group. See Sharing saved list window tabs and Sharing saved requirement document views.
• You can also set tabs and views as defaults for groups when managing saved tabs and views. See Setting default list window tabs for security groups and Setting default requirement document views for security groups.

Note:  The following information explains how to set default tabs for groups. Follow the same steps to set a default document view except select Specification Document from the Default Views category. You can only set one default view for a security group. If a user is in multiple security groups, they see the first default view alphabetically in the list of all views set for all groups they are in.

1. In the Security Groups list window, select the group and click Edit. You can also choose Edit > Edit.

The Edit Security Group dialog box opens.

2. Select a list window type from the Default Tabs category.

Tabs already set as defaults are displayed.

3. Click Edit.

The Edit Default Tabs dialog box opens. Only tabs shared with the security group are displayed. If you need to change tab sharing, see Editing and deleting saved list window tabs.

4. Select a tab in the Available tabs list and click to add it to the Default tabs list. You can search for an available tab to find it in the list.

To remove a default tab, select it in the Default tabs list and click .

5. Click Save to save the changes.

You return to the Edit Security Group dialog box.

6. Repeat steps 2 - 5 to set default tabs for any other list windows.

7. Click OK when you finish.