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, |
Undefined (do not choose anything) |
Undefined (do not choose anything) |
Undefined (do not choose anything) |
SmartPlant |
Publish, Retrieve |
Undefined (do not choose anything) |
Undefined (do not choose anything) |
Undefined (do not choose anything) |