Copy role assignments to another user - HxGN SDx - Update 63 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
Product
HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

Hexagon University Icon eLearning is available for this topic. Check it out here: HxGN SDx® | Copy user roles

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 the access groups for a role.

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

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

    • You can also select a role in the Role tab to copy assignments between users.

    • Security codes are also copied in the Configuration tab. They are not copied in the Roles tab.

    • To show the configuration top level, at the top of the Configuration tab, select > Show Configuration Top. You can only copy assignments for this level if it is shown.

  3. Select Copy Mode CopyModeIcon at the top of the list of users.

    A banner is displayed telling you to select a user to copy from. When a user is selected, the banner shows the selected user.

  4. Select Source for the user from which you want to copy assignments.

    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.

  5. In the Target column, select the users to copy the assignments to.

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

    • Select the check box at the top of the Target column to select all the users on the current page.

  6. Select Save to save your changes.

    You must save your changes before selecting a new source user or moving to a different tab.