Create a role - HxGN SDx - Update 64 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
Product
HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

This functionality was modified in an update. For more information, see Access group and role configuration (modified in an update).

  1. In the System Administration feature set, select Create Role.

  2. In the Create New Role dialog, enter the name and description for the role.

  3. In Related Items section, add roles in the MANAGE ROLE tab and the MANAGE BY ROLE tab.

    1. Search and choose the roles that this new role can manage in the MANAGE ROLE list.

    2. Search and choose the roles that can manage this new role in the MANAGED BY ROLE list.

SHARED Tip New roles need to be related to access groups before any users can access documents and data in a project. For more information, see Manage the access groups for a role.

When you create a new role, be sure to link it to the roles that can manage it; otherwise, it will not be possible to assign users to the new role. For more information on managing user role assignments, see Manage user role assignments.