Promoting users and customers

You can promote local users and customers to the Helix ALM License Server, which makes them available to all projects and other Helix ALM products. The information in the record is also copied to the license server. You can create a new global user or customer record or select an existing user or customer to use the information stored on the license server.

1. To promote a local user, select the user in the Users list.

To promote a local customer, select the customer in the Customers list.

2. Click Actions and choose Promote User.

The Promote Local User dialog box opens.

3. Select a Promote as option.

• If the local user or customer's first and last name matches an existing global user or customer who has not been added to the project, a link to possible matches is displayed. Click the link to open the Select User dialog box, select the user or customer, and click Select to promote as that user. The name is displayed in the Global user or customer field.
• To promote the local user or customer to use an existing global record, click Advanced search. Search for the user or customer and then click Select to add them to the Global user or customer field. For example, a global user named Joseph User is created. A local user named Joe User is also created. These are the same user with a different first name. Joe User can be promoted as Joseph User. The local user information is discarded and replaced with the global user information.
• To promote the local user or customer as a new global user or customer, select <New global user> or <New global customer>. Enter Username and Password for the user or customer.

4. Click Promote.

The user or customer is promoted and the Editing User or Customer page opens. Make any changes, such as assigning a license or a security group. See Editing users and customers.