Managing user and customer contact information and passwords

When adding or editing a user or customer, you can select security groups, enter phone and email information, and set passwords and options. You cannot change contact or password information for Active Directory or LDAP users.

You can enter address information for users and customers on the Address tab.

1. Click the Info tab when you are adding or editing a user or customer.

2. Select Security groups for the user or customer. Users and customers can be in multiple groups. If any group a user or customer is in gives permission to perform an action through command security or work with fields through field security, then they have permission.

3. Select any Phone Numbers types and enter the numbers. You can enter up to 32 characters.

4. Select the Email Address type and enter the address. You can enter up to 68 characters.

Make sure users have a valid email address in their user record. This is required for users to receive email sent when automation rules or user notification rules run. It also helps ensure users receive replies to emails they send from Helix ALM. See Configuring Helix ALM to send email.

If a user without an email address in their record sends email from Helix ALM, the return address configured in the email project options is used as the sender in the email From and Reply To fields. See Setting email project options.

5. Enter and confirm the Password. You can enter up to 128 characters.

Users with usernames and passwords longer than 32 characters cannot use Surround SCM or TestTrack 2016.0 and earlier.

6. Select any password options. These options are only available for global users and customers. Any changes are also applied to the user or customer record on the Helix ALM License Server.

You can only change these options if you have permission on the license server to manage global users or administer all license server functions, and permission to view user login information in Helix ALM.

  • User must change password at next login prompts the user to change the password next time they log in to a Helix ALM product. This option is not available if the User cannot change password or Password never expires options are selected.
  • User cannot change password restricts the user from changing the password. This option is not available if the User must change password at next login option is selected.
  • Password never expires prevents the password from expiring so the user does not need to change it on a regular basis. This option is not available if the User must change password at next login option is selected.

7. If you are editing the user, click Manage API Keys to add an API key for the user or manage existing keys for the user. See Managing API keys.

8. Click Add or OK to save the changes.