Place request to add existing users to an estate - Intergraph Smart Cloud - Help - Hexagon

Intergraph Smart Cloud Help

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You can place a request to add existing users to an estate.

  1. Click the estate ID or estate name on the Estate Users page to display the estate details.

    • Owned estates and associated estates are displayed in the navigation pane. Owned estates are bold.

    • On the Add Users page, you can view a list of named users from your company and the estate owner company if the users were added in other owner estates.

    • The designated estate admin company can also add named users of the estate owner company provided they are already added in other owner estates.

  2. Click Manage and select Add from the manage list.

  3. Select one or more estate user's check boxes.

  4. If you are adding users associated with an external identity provider, then click and select the required option from the Identity Provider list box and also type the external login name in the External Login Name column.

    If you do not use external Identity Provider, you will not see the External Login Name in the Add Users dialog box.

  5. On the Scopes & Projects tab, select one or more scope and project.

  6. On the Configuration tab, select the license manager server, Smart Support access level, and request subtype.

    • From the Request Subtype list, select Lock User to lock the user or Hold User to place the user on hold while adding to an estate.

    • From the SmartSupport Access Level list, select User to give Smart Community access to user. The default access level is None.

  7. Select the Estate Logo Upload User check box, if required.

  8. Select the required designated system admin access from the Designated System Admin list.

    • The Designated System Admin access box is applicable only to the estates with air-gap site segregated build type.

    • If you select Yes, the users do not have to assign any role to any product group.

  9. On the Product Roles tab, click in the required role and select a role from the list.

  10. On the Comments tab, type the client grouping name and user field in the respective boxes.

  11. Click Submit.

    • The request has a status of Pending Submit.

    • You have added user request details but you have not yet placed the request for processing.

  12. To place the request for processing, click Submit Requests on the Estate Users page.

    To submit requests, see Submit user requests.

    When Enforce Named User Licensing Model setting is enabled and if the number of users onboarded to an estate exceeds the enhanced named user ratio threshold (License Named User Ratio * Requested Count) as specified in the Product Licenses screen, the following validation alert is displayed:

    Requested Named User cannot be on-boarded as it exceeds the maximum permissible limit. Contact the Smart Cloud Service Desk for further assistance.

    As a Customer Administrator, if you see this message, you must place a user delete request. If the existing users cannot be deleted, you must purchase additional Smart Cloud licenses. To purchase additional licenses, contact Smart Cloud Service Desk.

    For more information on named user ratio, see Named user ratio - FAQ's.

  • To edit a user request, select the user request in the action pane and click Edit in the properties pane.

  • User name followed by company name is displayed as header in properties pane.

  • If you want the new user to be locked automatically, select the user and click Lock User in the properties pane. Click Yes to confirm locking a user.

See Also

Submit user requests

Named user ratio - FAQ's