Roles and Menus - Intergraph Smart Materials - 10.2 - Training - Hexagon

Smart Materials Web Tutorials

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2

You can maintain all the menus, screens, and reports using the Menus screen. All menu items (menus, screens, reports, and so on) that should be accessible by the users must be added to the role.

  1. From the Home screen, select Administration > Global Setup > Roles and Menus, and then click Add Row in the Roles section.

  2. Type the role name, description, and then click Save.

  3. If you want to assign a menu to the role, do the following:

    1. Click Add Row in the Role Menus section.

    2. Select a menu item from the Menus list and then click Fill In.

    3. Select Yes in the Read Only list to activate read only mode for a screen.

    4. Select Yes in the Restrictions list to de-activate/hide a menu item without deleting it for the role. The whole menu branch with all existing child entries are hidden, including the selected menu. This indicator is only used for modules of menu type MENU.

  4. If you want to assign privileges to the roles, do the following:

    1. Click Add Row in the Privileges section.

    2. Select a privilege from the Privilege list and then click Fill In.

  5. If you want to assign the sections to the roles, do the following:

    1. Click Add Row in the Sections section.

    2. Select a section name from the Sections list.

  6. If you want to assign the queryable disciplines to the roles, do the following:

    1. Click Add Row in the Queryable Disciplines section.

    2. Select a discipline from the Disciplines list and then click Fill In.

    3. Select Yes from the Display list to integrate the discipline with the queryable module.

    4. Select Yes from the Discipline Scope list to enable the application to integrate the data related to the discipline in the data selection or filtering of Commodity Group, Part, Commodity Code, and Ident.

       The project default ZX_QRY_DP controls the use of Discipline Scope.

  7. If you want to assign alerts to the role, do the following:

    1. Click Add Row in the Alerts section.

    2. Select an alert code from the Early Warning Queries list and then click Fill In.

  8. Click Validate Role, to check whether any required menu entries are missing and that all screens assigned to the role are displayed in the menu tree.

  9. Click Copy From Role to copy an application roles menus to a newly created role, perform the following steps:

    1. Select a role without role menu details defined.

    2. Click Copy From Role.

    3. Select a role from the Copy From Role list.

       Copy From Role is active only if no details are defined for the selected role.

Assign privileges

You can maintain all the menus, screens, and reports using the Menus screen. All menu items (menus, screens, reports, and so on) that should be accessible by the users must be added to the role.

  1. From the Home screen, select Administration > Global Setup > Roles and Menus.

  2. Select Privileges, and then click Add Row.

  3. Select a privilege from the Privileges list, and then click Save.