Administration security commands
Only enable the following commands for administrator security groups.
Keep in mind that the navigation for accessing commands in the Helix ALM web client is different than the desktop client, but command security enabled in the desktop client applies to the same commands in the web client.
| Command name | Provides access to: | More information |
|---|---|---|
| Edit Project Options | Tools > Administration > Project Options | Controls options for the project the user is currently logged in to. |
| Setup Project Fields | Tools > Administration > Custom Fields | Controls options for configuring custom fields. Configuring list items for custom pop-up menu fields is controlled by the List Values command. |
| Can Lock Project | Tools > Administration > Lock Project Tools > Administration > Unlock Project |
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| Configure List Values | Tools > List Values Setup List Items button on Add Custom Fields and Edit Custom Fields dialog boxes |
Controls project configuration options including types, priorities, severities, products, components, disposition, reproduced names, test item types, test run sets, requirement importance, and custom pop-up menu fields. Version names are controlled by the Setup Version Field command. The Setup Project Fields command is also required to configure custom pop-up menu fields. |
| Setup Version Field | Tools > List Values > Version Values | |
| Export Project Configuration Report | Tools > Administration > Configuration Report | The report does not exclude any information based on security permissions. The user generating the report will be able to view project information that they cannot view in Helix ALM based on security permissions. Enable this command sparingly. |
| Configure Field Relationships | Tools > Administration > Field Relationships | |
| Configure Required Fields & Default Values | Tools > Administration > Required Fields & Default Values | |
| Configure Requirement Types | Tools > Administration > Requirement Types | |
| Rename Field Labels | Tools > Administration > Rename Field Labels | |
| Configure Notification Rules | Notifications tab in the Configure Automation Rules dialog box (Tools > Administration > Automation Rules) | |
| Configure Trigger Rules | Triggers tab in the Configure Automation Rules dialog box (Tools > Administration > Automation Rules) | |
| Configure Escalation Rules | Escalations tab in the Configure Automation Rules dialog box (Tools > Administration > Automation Rules) | |
| Configure Run Executable Actions | Run executable option in the Add Rule Action dialog box for triggers and escalation rules | |
| Configure Email Templates | Tools > Administration > Email Templates | |
| Configure SCC DB Options | Project Options, Project Paths, and Check In Options categories in the Configure Source Control Integration dialog box (Tools > Source Control Integration) | Changing options in the Project Options, Project Paths, and Check In Options categories affects all project users. |
| Configure Link Definitions | Tools > Administration > Link Definitions | |
| Configure Folder Types | Tools > Administration > Folder Types Configure Folder Types button in the Add Folder and Edit Folder dialog boxes |
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| Configure Item Mapping Rules | Tools > Administration > Item Mapping Rules | |
| Manage Orphaned Emails | Tools > Administration > Orphaned Email | |
| Show Logged In Users | View > Show Logged In Users | |
| Log Out Other Users | Log Out Users and Send Message buttons in the Logged In Users dialog box (View > Show Logged In Users) | Requires the Show Logged In Users command. |
| Import From Text File | File > Import > Text File Import | Enable for administrative security groups only. |
| Export To Text File | File > Export > Text File Export | Enable for administrative security groups only. Field-level security is not enforced when you export data. |
| Import From XML File | File > Import > XML Import | Enable for administrative security groups only. If disabled, users can still import saved list window tabs and requirement document views exported to an XML file from another project. |
| Export To XML File | File > Export > XML Export | Enable for administrative security groups only. Field-level security is not enforced when you export data. If disabled, users can still export saved list window tabs and requirement document views to an XML file. |
| Import From Microsoft Word File | File > Import > Microsoft Word Import | Enable for administrative security groups only. |
| Export To Microsoft Word File | File > Export > Microsoft Word Export | |
| Configure Document Export Templates | File > Export > Configure Word Export Templates Configure Templates button in the Export to Microsoft Word dialog box |
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| Create Release Notes Output | File > Build Release Notes | |
| View Audit Log | Tools > Administration > View Audit Trail | |
| Configure Issue Workflow Rules | Tools > Administration > Workflow | Select Issues as the item type to configure issue workflow rules. |
| Configure Requirement Workflow Rules | Tools > Administration > Workflow | Select Requirements as the item type to configure requirement workflow rules. |
| Configure Requirement Document Workflow Rules | Tools > Administration > Workflow | Select Requirement Documents as the item type to configure document workflow rules. |
| Configure Test Case Workflow Rules | Tools > Administration > Workflow | Select Test Cases as the item type to configure test case workflow rules. |
| Configure Test Run Workflow Rules | Tools > Administration > Workflow | Select Test Runs as the item type to configure test run workflow rules. |
| Delete Issue Historical Actions | Edit > Delete Event when the Workflow tab is selected in the Add Issue or Edit Issue windows | Requires the Edit Issues command. |
| Delete Requirement Historical Actions | Edit > Delete Event when the Workflow tab is selected in the Add Requirement or Edit Requirement windows | Requires the Edit Requirements command. |
| Delete Requirement Document Historical Actions | Edit > Delete Event when the Workflow tab is selected in the Add Requirement Document or Edit Requirement Document windows | Requires the Edit Requirement Documents command. |
| Delete Test Case Historical Actions | Edit > Delete Event when the Workflow tab is selected in the Add Test Case or Edit Test Case windows | Requires the Edit Test Cases command. |
| Delete Test Run Historical Actions | Edit > Delete Event when the Workflow tab is selected in the Add Test Run or Edit Test Run windows | Requires the Edit Test Runs command. |
| Delete Historical Issue Info | Issues in the Delete historical information for list in the Delete Historical Info dialog box (Tools > Administration > Delete Historical Info) | Requires the Edit Issues command. |
| Delete Historical Requirement Info | Requirements in the Delete historical information for list in the Delete Historical Info dialog box (Tools > Administration > Delete Historical Info) | Requires the Edit Requirements command. |
| Delete Historical Requirement Document Info | Requirement Documents in the Delete historical information for list in the Delete Historical Info dialog box (Tools > Administration > Delete Historical Info) | Requires the Edit Requirement Documents command. |
| Delete Historical Test Case Info | Test Cases in the Delete historical information for list in the Delete Historical Info dialog box (Tools > Administration > Delete Historical Info) | Requires the Edit Test Cases command. |
| Delete Historical Test Run Info | Test Runs in the Delete historical information for list in the Delete Historical Info dialog box (Tools > Administration > Delete Historical Info) | Requires the Edit Test Runs command. |
| Delete Historical Folder Information | Folders in the Delete historical information for list in the Delete Historical Info dialog box (Tools > Administration > Delete Historical Info) | Requires the Edit Public Folders command. |
| Configure Dashboard Widgets | Tools > Administration > Dashboards | If the Configure Dashboards command is disabled, the menu item is named Dashboard Widgets. |
| Configure Dashboards | Tools > Administration > Dashboards Dashboards menu on the Dashboards window |
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| Configure Field Value Styles | Tools > Administration > Field Value Styles | |
| Configure Source Control Providers | Tools > Administration > Source Control Providers | |
| Configure Task Boards | Tools > Administration > Task Boards | |
| Manage Other Users' Saved Tabs and Views | Set Owner and Delete buttons on the Saved Tabs and Saved Views dialog boxes when a tab or view owned by another user is selected | |
| Set Default Tabs and Views for Security Groups | Set As Default button on the Saved Tabs and Saved Views dialog boxes Edit button on the Edit Security Group dialog box when a Default Tabs or Default Views subcategory is selected |
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| Import From ReqIF File | File > Import > ReqIF Import (desktop client) ReqIF Import on Admin home page (web client) |
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| Configure Jira Integration | Tools > Administration > Jira Integration |
