Adding a User to a Project

You add new users to an ALM project.

To add a user to a project:

  1. In the Project Customization window, in the left pane, click Project Users. The Project Users page opens.

    Tip: You can click the Name column to change the sort order from ascending to descending user names. You can also click the Full Name column to sort according to full names instead of user names.

  2. Click the arrow to the right of the Add User button. Add users to the project using one of the following options:

    • To add an existing user by typing a user name, select Add User By Name. The Add User dialog box opens. Type the user name of a user that is defined in Site Administration for this project. Click OK.

    • To create a new user in the Site Users list and add the user to the project, select Add New User to Site. In the Add New User to Site dialog box, type the details for the new user and click OK.

      Note: For smart card authentication, enter the email from the smart card in E-mail and the common name (CN) from the smart card in Description. For single sign-on (SSO) authentication, enter the email and the user name in Description.

      If this option is not available, you can enable it by setting the ADD_NEW_USERS_FROM_PROJECT parameter in Site Administration. For details, see Setting ALM Configuration Parameters.

    • To add existing users from the Site Users list, select Add Users from Site. In the Add Users from Site dialog box, select the users you want to add to the project.

      You can refresh the list of users with the Refresh button, and you can search for existing users by name with the Find button. Click OK.

    • The users are added to the Project Users list and the user details are displayed in the Details tab. User details are defined in Site Administration. For details, see Updating User Details.

  3. Click Save to save your changes to the Project Users page.

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