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.

1. To inactivate a user, select the user in the Users list, click Actions, and choose Inactivate User.

To inactivate a customer, select the customer in the Customers list, click Actions, and choose Inactivate Customer.

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

2. Click Inactivate.

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 Only. To inactivate them in all projects, click All Projects. If you do not have security permissions to manage global users, you are prompted to inactivate them in the current project. Click Inactivate in Current Project.

The user or customer is inactivated.

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