Create login users - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

What users can see and do is determined by the roles to which they are assigned. The roles, through their relationships to access groups, can limit a user's access to methods completely or conditionally. For more information about setting up security for your users, see Configuring security.

Login users can also be created using the Web Client. For more information, see Create a new user.

  1. Click File > New > Administration > User in the Desktop Client to create the user.

  2. Type a name and description for the new login user.

  3. Select an organization for the user.

    An organization must be set for the user to assign a security code.

    SHARED Tip The organization has relationships to a host and print servers, which manage the physical location for file storage in vaults and the printers available to the user. This is described in more detail in Relationships between hosts and organizations.

  4. Type the user's e-mail address in the E-mail address box.

    This is used for all e-mail notifications to that user.

  5. Type the user's login name in the Logon name box.

  6. To set a password, click the Password box. A message window appears.

    1. Click OK in the message window.

    2. Type and confirm the password in the Change Password dialog box.

    3. Click OK.

    A password is required in order to use the Web Client.

  7. Enter how frequently, in days, the user will have to change their password in the Days between password change box.

  8. If you want the user to reset other users' passwords without knowing the user's old password, check the User Maintenance option.

    If this check box is not checked, an administrator must know the user's old password to change to a new password.

  9. Select the notification mechanism preferred.

    • These notifications are sent out by activities such as completion of batch reports and user subscription processing. For example, the user may wish to be informed when a given document is approved.

    • The notification mechanisms available are:

      • E-mail - The user receives e-mails

      • Notify - The user receives a notification in the Desktop Client To Do List and in the Notifications list in the Web Client.

      • E-mail and notify

  10. Click Finish to create the new login user.

An administrator can set an option to disable a user at any time after creation. Right-click the user, and click Update on the shortcut menu. Check the Disable user check box.