Create a new user (modified in an update) - HxGN SDx - HxGN SDx - Reference - Hexagon

HxGN SDx Modified and Retired Functionality

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English
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HxGN SDx
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Reference
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)

The following applies if you are using a version of the software before Update 9. For the latest information, see Create a new user.

Before Update 9, the System Administrator role could also be used to carry out this task. The System Administrator role was removed for new SDx installations and databases in Update 9.

Before Update 7, users must be created in the Desktop Client:

  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.

  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. An administrator can set the Timeout duration for signoff box to specify the number of minutes before a user must re-type their password during a continuous signoff session in the To Do List. The signoff expiration time can be set higher so that the user does not have to enter the password repeatedly. This is especially useful if a user is signing off multiple workflow steps one after the other.

    The default signoff time is set to zero so the user must enter a password for all steps that require them. This setting helps prevent unauthorized users from signing off steps that require a password if a user inadvertently leaves the To Do List running.

  10. 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

  11. In the Disciplines area, select the disciplines to assign to the user.

  12. 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.