User Guide | 2019.2

Viewing users and customers

You can view read-only user or customer information without preventing other users from editing the record at the same time.

1. To view a user, select the user in the Users list window and click View. You can also choose Edit > View.

To view a customer, select the customer in the Customers list window and click View. You can also choose Edit > View.

Tip:  To search for a user or customer, click Find. See Searching Users and Customers lists.

The read-only View dialog box opens.

Information is displayed on the following tabs.

Tab 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 and a list of usernames previously associated with the user or customer.  
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.  
History (customers only) Issues reported by the customer. Double-click an issue to view it.  

2. Click Edit to edit the user or customer. See Editing users and customers.

3. Click the Next button to view the next user or customer in the list or the Previous button to view the previous one.

4. Click OK when you finish.