Assign security codes to a user - HxGN SDx - Update 64 - Administration & Configuration

Administration and Configuration of HxGN SDx

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

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

Hexagon University Icon eLearning is available for this topic. Check it out here: HxGN SDx | Create a security code

Security codes are used to restrict user access to documents and data using configured security rules, see Configure security rules. HxGN SDx delivers preconfigured security codes that can be changed if required, see Create a security code. For a user to find documents and data in a project, they must be assigned matching security codes for that project.

You can assign one or more security codes to an existing user within a specific configuration. You must have a Business Administrator or SDx Administrator role to access this option.

  • In order to assign security codes, 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.

  • An organization must be set for the user to assign a security code.

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

  2. In the Configuration tab, select the required configuration.

    • Use the Filter to search for the 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. Either:

    • For each user, select the required security codes in the Security Codes column, or

    • Click CheckBoxColumn and, for any user, select the security codes to apply to all users on the page.

    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.

Roles can also be assigned to users in this Configuration tab, see Assign roles to a user in a configuration.