Inactivating and activating users and customers

Instead of deleting a user or customer, you can inactivate them to save the historic information. Inactive users and customers cannot log in, receive email via Helix ALM, or be assigned items. Window and tab display settings for inactive users and customers are deleted from the Helix ALM Server.

1. To inactivate a user, select the user in the Users list window and choose Edit > Inactivate User.

To inactivate a customer, select the customer in the Customers list window and choose Edit > Inactivate Customer.

If you are inactivating any global users or customers, you are prompted to confirm the inactivation.

2. Click Yes.

If you are inactivating a global user or customer, you are prompted to inactivate them in all projects or only the current project. To inactivate them only in the current project, click Current Project. To inactivate them in all projects, click All Projects.

The user or customer is inactivated.

Note: Inactive users or customers are displayed in gray. To activate an inactive user or customer, select them and choose Edit > Activate User or Activate Customer.