Customers security commands

The following commands control access to the options available from the Customers list window.

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:
Add Customers Create > Customer
View Customers Edit > View when a customer is selected
Edit Customers Edit > Edit when a customer is selected

Edit button in the View Customer window
Delete Customers Edit > Delete when a customer is selected
Duplicate Customers Edit > Duplicate when a customer is selected
Make Customer a User Edit > Change to User
Activate/Inactive Customer Edit > Activate Customer

Edit > Inactivate Customer