Create access groups - HxGN SDx - Update 64 - Administration & Configuration

You need to have the SDx Administrator role to create new access groups and manage their roles.

1. In the System Administration feature set, select Create Access Group.

2. Enter the name and description for the access group.

3. Expand the Access group details section, and select the applicable Configuration statuses, such as Active, Approved, Completed, and so on.

Before users can access any documents or data, a new access group needs to be assigned roles. For more information, see Manage roles for an access group.

• Most access groups should be restricted to active configurations. This means that method actions and commands for the access group are only available for objects in a project when the project is in the Active state.

• Access groups controlling management functions may use different statuses. For example, the Merge command needs to be available on objects in a completed project.

• After an access group has been created, the next task is to configure the command and relationship access.