Assign a user representative - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon

Intergraph Smart Materials Web Help (2020)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
2020 (10.0)

Representatives are people who can approve documents such as engineering requisitions, inquiries, quote summaries, agreements, and so forth when a primary user is unavailable, for example, due to vacation or illness. For each primary user, you can define representative users for each type of approval document. Representative users can handle all new requests for the specified document when the primary user is not available.

  1. From the Home page, select Administration > Global Setup > Approval Process > Approval Representatives.

  2. Select a user from the Users list.

  3. Click Add Row in the Representatives block.

  4. Select a template type from the Template Type list.

  5. Select a user from the Representative User list and then click Save.

  • The user and the representative user must have the appropriate privileges based on the document type you select.

  • You can assign one document type to one representative user only.