Managing user and customer contact information

When adding or editing a user or customer, you can enter an email address, phone numbers, and other contact information. You cannot change contact information for Active Directory or LDAP users.

1. Expand the Contact Information area when you are adding or editing a user or customer.

2. 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.

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 the Helix ALM Client help for information.

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

4. Enter or select the Company, Division, and Department.

If you enter a company, division, or department value, it is saved and can be selected for other users and customers in the project, which can help you group related users. You can enter up to 63 characters. The Division values are based on the selected Company value, and the Department values are based on the selected Division value.

5. Enter the Address. You can enter up to 255 characters.

6. If you are adding or editing a customer, select Customer is in beta test to identify them as a contact to send products to during the beta testing phase in a release.

7. Click Save to save the changes.