Creating users - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

Set up new system users or modify existing user records.

Use the Revoke button to remove user records and all references to the record for GDPR compliance. You must first select the user record to revoke, and then click Revoke. This process is not reversible.

  1. Select Administration > Security > User Setup.

  2. Click New Record.

  3. In the User ID field, provide a unique code identifying the user. Provide the full name or a description of the user in the adjacent field.

  4. In the User Details section, specify this information:

    Language - Select the default language for the user.

    User Group - Specify the user group to which the user is assigned.

    Password - Provide a six to twelve character password for the user. The password is masked with asterisks as you type.

    Password Expiration Date - Specify the date the password expires.

    External User ID - Include an external user ID to provide an alternate method of identifying the user. The external user ID provides the method to identify the user based on an identifier from an external system such as Active Directory or some alternate identify provider.

    External User ID must be unique for each user ID and external user ID in the system except it can be the same as the user's User ID.

    Mobile Auto Sync (minutes) - Specify in minutes the amount of time it will take for the user's settings to auto sync to the mobile devices.

    Success Msg. Timeout - Select the amount of time in which success messages will time out.

    First Screen - Optionally, specify the code identifying the default screen for the user when logging in to the system.

    Mobile First Screen - Optionally, specify the code identifying the default screen for the user when logging in to an EAM mobile app.

    Mobile App First Screen - Optionally, specify the code identifying the default screen for the user when logging in to the Field Work, Advanced Mobile, or Mobile Requestor mobile app.

    Associated Supplier - Specify the supplier to associate with the user when ordering parts.

    Default Store - Specify the default store for the user from which parts will be issued or returned for work orders, equipment, or requisitions.

  5. Optionally, in the User Details section, select the check boxes to configure the user's access, user interface, rights, and permissions across the application.

    Option

    Description

    Buyer

    Select if the user can generate requisitions and purchase orders to buy materials and services.

    Buyer must be selected for a user to show the user as a potential purchaser of materials and services in the lookups for Buyer.

    Allow Dataspy Edits

    Select if the user can edit Dataspies.

    If unselected the Edit Dataspy button is hidden throughout the system on every form for this user.

    Mobile Administrator

    Select if the user is an administrator for HxGN EAM Mobile.

    Allow Global Dataspy Configuration

    Select if the user can configure global Dataspy settings for all users.

    Screener

    Select if the user can screen work requests.

    Screen Designer

    Select if the user can set up the appearance of screens.

    Accessibility Mode

    Select to enable accessibility mode for the user. If selected, the user will operate in accessibility mode when they next log in to HxGN EAM.

    Allow Screen Cache Setup

    Select to enable the Add to Screen Cache and Remove from Screen Cache options for the user on available screens.

    Allow Creating Import Utility Template

    Select to enable the Create Import Utility Template option for the user.

    Enable Screen Cache Deck

    Select to enable the user to view and access the screen cache tabs at the bottom of all screens.

    Enable Transition Animations

    Select to enable screen transitions for the user if the user changes screens via the Screen Cache tabs at the bottom of a screen.

    Allow Viewing Private Notebook

    Select to enable the user to view private Notebook screen records.

    Allow Contains Search in Dataspy and Quick Filter

    Select to enable the user to access the "Contains" and "Does Not Contain" operators when using Dataspy filters to search.

    Allow Changes to Mobile Settings

    Select to enable the user to make changes to settings in mobile devices.

    Enable Biometrics

    Select to enable Face ID/Touch ID for the EAM Mobile Transit app.

  6. Optionally, in the User Limits section, specify the maximum amounts the user can enter or approve for requisitions, invoices, non-purchase order invoices, purchase orders, and pick tickets.

    • Set Requisition, Purchase Order, Requisition Approval, and PO Approval at either the header level or the line-item level in installation parameters. You do not need to define them for every user.

    • If you are setting up a new user in a multi-organization environment, the fields are set on the Organizations tab of the User Groups page.

  7. Optionally, click Upload Profile Picture to select and upload a profile picture for the user record.

  8. Click Save Record.