User Accounts and Logging in to Codebeamer X
Manage User Account
A user can have multiple roles in a Project with relevant permissions. Users are additionally associated with groups that use a different set of permissions.
Go to System Admin to create a new user account manually or assign a user to a group automatically.
Create User Account
A user must have a Codebeamer X account to participate in a Project. Creating a user account requires information like name, organization, email, and more.
A user's email address is used by Codebeamer X’s notification center and is not visible to other users, unless the other user has user view permissions. A user may include optional data like phone number, organization name, time zone, and location visible to other users with relevant permissions.
To create an account:
1. Go to Codebeamer X’s Login page
2. Click Register now!
3. Fill in the registration form.
4. Click Register to finish.
Modify User Account
Make changes to your personal details, preferences, groups, and password under User Profile. System Administrators can edit the email address of any user.
To make changes under user profile:
1. Go to Profile.
2. Click Edit.
3. Update or edit information.
4. Click Save.
Modify Preferred User Interface
Users can switch their preferred user interface (UI) from Codebeamer X to Codebeamer.
To modify preferred user interface (UI) refer following steps:
1. Go to Profile.
2. Select Preferences.
3. Click Edit.
4. Click Preferred user interface (UI) and select Codebeamer.
The System Administrator can switch the user interface from SYSTEM_DEFAULT either to Codebeamer or Codebeamer X.
To set the
• Codebeamer Classic user interface as the default preferred user interface on system level, use the following command in the application configuration:
"installation" : {
"preferredUi" : "CLASSIC"
},
• Codebeamer X user interface as the default preferred user interface on system level, use the following command in the application configuration:
"installation" : {
"preferredUi" : "CBX"
},
If you configure this command in application configuration, select System default in Preferred user interface (UI).
Deactivate User Account
A user account cannot be deleted in Codebeamer X, but can be disabled. With a disabled account, a user cannot log in to Codebeamer X. However, the account and its relevant history remain on the server.
A disabled account is not counted by Codebeamer X's license managers. It also can not be reactivated due to compliance rules.
Only System Administrators can disable a user account under the System Admin.
To disable an account, go to User Accounts Personal details switch to Disabled.
A disabled user account loses:
• Product license
• Project membership
• Role(s)
Password Recovery
To retrieve a forgotten pattern when logging in to Codebeamer X:
Click Forgot password?.
Enter your user name or email address to request a password reset by email.