Roles - Intergraph Smart Materials - Version 10.1 - Administration & Configuration - Hexagon

Intergraph Smart Materials Classic Administration (10.1)

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English
Product
Intergraph Smart Materials
Subproduct
Classic
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Administration & Configuration
Smart Materials/Smart Reference Data Version
10.1

Roles are used in Smart Materials to control access authorization for users with a specific scope of functions. The access can be granted or denied to all menus, modules, screens, and reports. This feature allows you to configure the application exactly according to the users’ needs; they will only have access to the screens and fields that they need to work with.

Within the software, users have different roles; for example, users have to:

  • administer all users

  • define specifications

  • create requisitions

  • create inquiries

  • receive or issue material at site

With the configuration of the user roles and the assignment to the users on project (or product group) and discipline level, each user gets access to precisely the functions he needs.

The predefined roles PUBLIC and SUPER USER are installed with the software. All menu entries defined on A.30.01 Menus are assigned to these roles, without any restrictions.

The assignment of roles to users is done on the A.20.06 User Security screens: on A.20.06.01 for product groups and on A.20.06.02 for projects. For more information, see User Securities.

Use the A.30.03 Roles/Menus screen to define and maintain user roles. To create a new role, you can either:

  • Select an existing role, duplicate this role using the New record (F6) button from the toolbar, and then select Edit > Duplicate Record above (F4) from the main menu. Then change the role name and save it. The software saves a copy of the selected role with all settings such as assigned menus, configuration, and privileges.

    or

  • Create a new role with a description in the first block and save it. Then move the cursor to the second block and use the LOVs on the appropriate tabs to select the necessary entries for the role.

Use the Validate Role button on top to validate the selected role. The software checks whether any menu entries are missing that are actually required so that all screens assigned to the role can be displayed in the menu tree.

The software displays either ‘No errors occurred’, or in the case of problems found, ‘Role not valid, please add …’ with a list of missing menu items to be added to the role to make it valid.

The Copy Appl Roles Menus button is only active if no details exist for the selected role. Click this button to select a role from the LOV you want to copy the roles menus from.

After you select the role and click OK, all menus, configurations, guided tours, privileges, sections, attribute security views, queryable disciplines, and alerts assigned to this role are copied to the role selected in the first block.