Assign roles to a user in a configuration - HxGN SDx - Update 64 - Administration & Configuration

Administration and Configuration of HxGN SDx

Language
English
Product
HxGN SDx
Search by Category
Administration & Configuration
SmartPlant Foundation / SDx Version
10

This functionality was modified in an update. For more information, see Assign roles to a user in a configuration (modified in an update).

Hexagon University Icon eLearning is available for this topic. Check it out here:

In order to manage role assignments, your role must be configured with at least one domain on its role-to-access group relationships. For more information, see Manage roles.

  1. In the Business Administration feature set, select User Management.

  2. In the Configuration tab, select the required plant or project.

    • Use the Filter to search for a configuration. The filter options FilterSettings change how the filter works.

    • To show the configuration top level, at the top of the Configuration tab, select > Show Configuration Top.

    • Use Promote Newest Items PromoteIcon to bring new users to the top of the list.

  3. Enable Inherit Mode InheritModeIcon if you want to select all the items under a plant or project when you assign a user to a role.

    For example, if you select Plant A and Plant A has two projects, when this option is enabled, the same role assignments will be made for the user for the two projects as well as for Plant A.

  4. For each user, select the roles that you want to assign to the user for the selected plant or project.

    SHARED Tip You can filter the User column to display the required users only. If the Persist toggle is enabled in the filter, the users remain filtered when you select a different configuration. You can remove disabled users from the list of users displayed by clicking Cog > Hide disabled users.

    • Unchecking a role removes it from the user.

    • You must save your changes before moving to a different tab.

How do I select all check boxes in a column or row?

When managing role assignments in the User Management page, you can change the behavior of the check boxes using the buttons at the top of the page.

Select this

To select or deselect

CheckBox

One check box at a time.

CheckBoxRow

All check boxes in a row when any check box in the row is selected or deselected.

CheckBoxColumn

All check boxes in a column when any check box in the column is selected or deselected.

Selecting this button will also change all the security codes in a column when any security code changes are made.

If Inherit Mode InheritModeIcon is enabled, it is applied to all selected check boxes in the row or column.

What happens if a user is removed from a role?

If a user is removed from an assigned role in an existing workflow, the user is informed that all their claimed steps are terminated from the system, and the tasks are removed from their To Do List. The steps are automatically reassigned so that they can be claimed by other users with that role assignment.

However, if a user is disabled or terminated, the business administrator must reassign all the user's claimed tasks so that the workflow steps can continue on the workflow path.

Any completed or previously reassigned user workflow steps are not terminated and continue on the workflow path.