Retrieving global users

Global users can be retrieved from the Helix ALM License Server and given access to Surround SCM.

1. Choose View > Users.

The Users window opens.

2. Click Retrieve Global User.

The Retrieve Global User dialog box opens.

3. Select the global users to retrieve.

Select Display inactive users to include inactive global users in the list. Retrieve inactive users if you know they will be reactivated later. For example, a contractor may be inactivated on the license server after a project ends and then reactivated when they return to work on another project. When the user is reactivated on the license server, they are automatically activated in Surround SCM when user data is refreshed. See Setting Helix ALM License Server options.

4. Click Add to add the users to Surround SCM.

After global users are retrieved, they must have a license assigned and be added to a security group before they can access Surround SCM. See Editing users.

You can only assign licenses to active users.