Add New User. Opens the Add New User dialog box. The Add New User dialog box enables you to add a new user by entering a Login Name, Full Name, Email address, Phone number, Description, Request ID, IDP ID, Identity Key, LDAP Server, and LDAP Domain for the new user. The login name and the email address are mandatory.

Check the Send Notifications box to send notifications to the new user. The new user receives two emails, one with a notification and a user name, and a second one with a password.

Deactivate Users. Opens the Deactivate User dialog box, enabling you to deactivate the selected users.

Unlock Users. Opens the Unlock Users dialog box, enabling you to unlock the selected users. The Unlock Successful dialog box opens, displaying the login name, status, and description of the operation result.

Users are either locked manually by the administrators, or automatically by the system according to security policy. For more on security policy, see the Authentication Page.

Opens the Assign Projects to Users wizard, enabling you to assign projects from any domain to any user. For details, see Assign Projects to Users Wizard.

Opens the Reset Password dialog box, enabling you to reset the password for the selected users.

This button is not available since ALM 15.5.1.

Displays a list of roles you can select from. This list is dynamic, anyone with permission can create new roles from the Role Management Page, and add them to this list.

In addition to this dynamic list, the following roles are available (available from ALM 15.0.1):

• Basic User. This role includes viewer permissions.
• Customer Admin. This role includes all of the customer permissions.

When you select a role, the Set Role dialog box opens, enabling you to apply the role to the selected users. Click OK. The Role Set Successfully dialog box opens, displaying a confirmation.

Displays a list of policies you can select from. This list is dynamic, anyone with permission can create new policies from the Authentication Page, and add them to this list.

When you select a policy, the Set Policy dialog box opens, enabling you to apply the policy to the selected users. Click OK. The Policy Set Successfully dialog box opens, displaying a confirmation.

Opens the Orphan Users dialog box, enabling you to select orphan users and assign them to projects. For details, see Orphan Users Dialog Box.

Opens the Move Users Between Customers dialog box enabling you to move users from one customer to another. Select the target customer from the list and click OK. The Users will be Moved to Another Customer warning message opens telling you all projects currently associated with the customer will be disassociated. Click OK to move the users. The operation Complete message appears, enabling you to export to CSV:

• Windows Internet Explorer: Opens the File Download dialog box, enabling you to export the table to a .csv file.
• Firefox: Opens the Opening pcReport.csv dialog box. Open with Excel or any other editor (like Notepad++) to export the table to a .csv file.

Start Filter. Filters according to the request in the field.

Available from: Login Name, Full Name, and Email.

Filter By. Opens the Filter by <column name> dialog box, enabling you to filter users by:

• Typing user login names/full names/email addresses.
• Typing part of user names to search for specific users, and using * as a wild card.
• Clicking Add Users From a List to open the Select User from a List dialog box, enabling you to select users from a list.

Available from: Login Name, Full Name, and Email.

Displays the login names of the users.

To view only specific users, enter a login name, or part of a login name using * as a wild card, in the field and click Start Filter.

Displays the full names of the users.

To view only specific users, enter a full name, or part of a name using * as a wild card, in the field and click Start Filter.

Displays the email addresses of the users.

To view only specific users, enter an email address, or part of an email address using * as a wild card, in the field and click Start Filter.

Displays the deactivation date for the selected user. If there is no deactivation date, None is displayed.

To select a date range, to search for users according to their deactivation date, click . Two calendars open. Select a date from each calendar to determine the date range.

Displays the associated LDAP server.

The Identity Provider (IdP) ID. For details, see Setting up SSO Authentication.

Displays the associated LDAP domain.

Identifies the user. For details, see Setting up SSO Authentication.