Adding users
Users must be added to Surround SCM before they can access files. You can add users directly to Surround SCM or retrieve them from the Helix ALM License Server. See Retrieving global users.
New users are automatically added to the license server, making them global users that can be shared among all Helix ALM products. See Setting Helix ALM License Server options.
1. Choose View > Users.
The Users window opens.
2. Click Add.
The Add User dialog box opens.
3. Enter the First name, MI (middle initial), and Last name. You can enter up to 32 characters for the first and last names and up to 8 characters for the middle initial.
4. Enter a unique Username. You can enter up to 128 characters.
You cannot use System as a username because it is reserved to perform trigger actions.
5. Enter or select additional information on the following tabs.
| Tab | Use to: |
|---|---|
| Info | Enter the user's phone numbers and email address and create a password. You can enter up to 128 characters for the password. Users can change their passwords when they log in unless password restrictions are set on the Helix ALM License Server. See the license server help for information. |
| Groups | Add the user to a security group. Users can only access commands added to the group they belong to and must be assigned to at least one group. See Adding security groups for information about creating groups. |
| License | Assign a license to the user. Users cannot log in if a license is not assigned to them. See License types. |
| Address | Enter the user's address. |
| Notes | Enter any notes about the user. |
6. Click OK.
The user is added.
Helix ALM products include floating and named licenses. Named licenses are best for users who log in frequently while floating licenses are best for users who log in occasionally.
- A named license is dedicated to a specific user and allows the user to access Surround SCM from any computer on the network. Named licenses cannot be shared.
- A floating license can be used by anyone on the network, up to the limit specified on the Helix ALM License Server. The license server tracks the number of available floating licenses. When a user logs in, the used floating license number increases by one. If more users than allowed by the floating license try to log in, they are denied access.