Editing users

You can edit users to update contact information, change security settings, and assign licenses.

See Editing Active Directory and LDAP users for information about editing Active Directory and LDAP users.

You can also use the Quick Edit menu to change users to customers or vice versa, enable or disable single sign-on, inactivate or activate users, unlock users, and update fields for multiple users at the same time.

1. Click Global Users.

The Global Users dialog box opens.

2. Select a user and click Edit.

The Edit User dialog box opens.

3. Make any changes to the information.

Multiple users can have the same first and last names. Make sure to enter additional contact information to distinguish between these users in Helix ALM applications. You may also be able to change usernames. See Changing usernames.

Tab	Use to:
Info	Enter phone numbers, an email address, and select a user type.
Authentication	Select an authentication method for the user, set a password for the user, and set password options. See Setting authentication methods and passwords for users. See Resetting user passwords for information about resetting passwords. To add an API key for the user or manage existing keys, click Manage API Keys. API keys are used to authenticate the user with the Helix ALM REST API. See Managing API keys.
Security	Select license server security permissions for the user. See Controlling Helix ALM License Server Admin Utility access.
Licenses	Assign licenses to the user. See Managing licenses and Assigning licenses.
Address	Enter the address and enter or select the company, division, and department. The Division values are based on the selected Company value, and the Department values are based on the selected Division value. You cannot change this information for LDAP users.
Notes	Enter any notes about the user.
Photo	Add, update, or remove a user photo. Photos are only displayed in products that support them. The following image file formats are supported: BMP, GIF, JPEG, JPG, PBM, PGM, PNG, PPM, SVG, and XPM. Photos are not supported for users who authenticate using an OpenID Connect/SAML provider.

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

4. Click Set LDAP Association to associate the user with an LDAP record. See Associating users with an Active Directory or LDAP server.

5. Click OK to save the changes.