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,
The read-only View
Information is displayed
|
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 |
|
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. | |
|
Issues reported by the customer. |
2. Click Edit to edit the user or customer. See Editing users and customers.
3. Click to view the next user or customer in the list or to view the previous one.
4. Click OK when you finish.