Smart P&ID User Rights Examples - Intergraph Smart P&ID - Installation & Upgrade - Intergraph

Intergraph Smart P&ID Installation and Upgrade

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English
Product
Intergraph Smart P&ID
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Installation & Upgrade
Smart P&ID Version
9 (2019)

The following examples are suggestions for granting rights to common groups of users. These examples are a great starting place for defining custom Smart P&ID role templates.

Plant Administrators

This user group has full control over all aspects of the plant structure for drawings, administrative tasks, and reference data. The users should have the capability to create plant groups, add applications and roles, create projects, enable Workshare, and create satellites, but should not see the hierarchy templates or plant group types.

Plant Users

This group has full control on all drawings, can set personal filters, set up personal display sets, set up My Reports, create drawings, and archive drawings (needed for personal use in case there are big changes to the drawing design).

Engineers

This group has access to drawings to view and modify data reports but not graphics. They can set up personal filters, set up personal display sets, and create My Reports. They should not be able to modify any project reference data or perform any administrative tasks with respect to drawing management, projects, or Workshare activities.

Managers

This group needs only view data access. They can set up personal filters, set up personal display sets, and create My Reports. They should not be able to modify any project reference data or perform any administrative tasks with respect to drawing management or Workshare activities.

Category

Administrators

Users

Engineers

Managers

SEM Plant Structure Access

Full Control

Read-Only

Read-Only

Read-Only

Catalog

Full Control

None

None

None

Plant Filters

Full Control

Read-Only

Read-Only

Read-Only

Display Sets

Full Control

Full Control

Full Control

Full Control

Default Views

Full Control

Read-Only

Read-Only

None

Formats

Full Control

None

None

None

Plant Reports

Full Control

Read-Only

Read-Only

None

Rules

Full Control

None

None

None

Data Dictionary

Full Control

None

None

None

Options

Full Control

None

None

None

Insulation Specifications

Full Control

None

None

None

Drawing Management

Create P&ID, Delete P&ID

Create P&ID

Undefined (do not choose anything)

Undefined (do not choose anything)

P&ID Objects

Full Control

Full Control

Modify Properties

Read-Only

Workshare

Publish, Get Latest Version, Assign Drawing Ownership,
Synchronize Reference Data, Synchronize Shared Items

Undefined (do not choose anything)

Undefined (do not choose anything)

Undefined (do not choose anything)

Integration

Publish, Retrieve

Undefined (do not choose anything)

Undefined (do not choose anything)

Undefined (do not choose anything)