Customer management
Available for: SaaS only
The Customers tab in Site Administration enables you to create and manage customers.
Note: Options in this tab vary according to the permission level.
Overview of customers
A customer is an ALM SaaS environment. ALM SaaS contains the following types of customers.
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Owner customer: Customers that can have child customers.
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End customer: Customers that cannot have child customers.
Switch between customers
From the Site Administration masthead, you can see what the active customer is and which customer you belong to, and you can also switch to another customer.
Active Customer. Displays the current customer.
My Customer. Displays the customer where the logged in user belongs.
To switch to another active customer:
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Click the active customer name to open the Change Active Customer dialog box.
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In the Active Customer field, select the customer to which you want to switch.
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Click OK.
Manage customers
Owner customer admins can create, activate, deactivate, and delete end customers.
Action | Details |
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Create a customer |
To create an owner customer, click New Owner. To create an end customer, click New End Customer. |
Delete a customer |
To delete a customer:
You cannot delete a customer that owns projects or end customers. |
Activate/Deactivate a customer |
To activate or deactivate a customer:
|
View or edit customer attributes
In the Attributes tab of a customer, you can view information about the customer and add recipients to the SaaS notification system.
Permission:
To view customer details, you should be site admin or customer admin, or have one of the following permissions:
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Customers > View Customer Attributes
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Customers > Update Customer Attributes
To edit customer details, you should be site admin or customer admin, or have the Customers > Update Customer Attributes permission.
Customer attributes
The following table describes the attributes of a customer:
UI Element | Description |
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General section | |
Name | The customer name. |
Tenant ID | The customer ID. |
Status |
The customer status. The status can be active or inactive. If a customer is inactive:
|
License Expiration Date |
The license expiration date. Click the date button to select the expiration date. Note:
|
Projects Limit |
The number of projects limited to this customer. If you set the value to -1, the customer can have an unlimited number of projects. Note:
|
Statistics section | |
Number of Domains | The number of domains that belong to the customer. |
Number of Projects | The number of projects that belong to the customer. |
Number of Users | The number of customer users that are currently defined in the system. |
Quality Insight section | |
Enable Quality Insight |
Enables or disables Quality Insight for the customer. Note:
|
Recipients from SaaS Notification System section | |
New Recipients |
Opens the New Recipient dialog box, enabling you to add a new recipient to the SaaS notification system. To add a recipient:
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Recipient Name | The name of the recipient. |
Email Address | The email addresses of the recipient. |
Actions | Click Edit to edit a recipient. Click Delete to delete the recipient. |
Map customer to IDP
In the Customer IDP tab, you can map a selected active customer to an IDP ID.
Note: Available when SSO authentication is enabled. For details, seeSet up SSO authentication.
To map an IDP to a customer, you should be site admin or customer admin, or have the Customers > Update Customer Attributes permission.
Customer Name: Select an active customer.
IDP ID: Enter the IDP ID to map to the selected customer.
Map customer to LDAP server
From the Customer LDAP tab, you can map a selected active customer to an LDAP server.
Note: Available when LDAP authentication is enabled in Site Administration. For details, see Import users from LDAP.
To map an LDAP server to a customer, you should be site admin or customer admin, or have the Customers > Update Customer Attributes permission.
Customer Name: Select an active customer.
IDP ID: Select an LDAP server to map to the selected customer.
See also: