Add company contacts - Intergraph Smart Reference Data - 2020 (10.0) - Help - Hexagon

Intergraph Smart Reference Data Plus Help (2020)

Language
English
Product
Intergraph Smart Reference Data
Search by Category
Help
Smart Materials/Smart Reference Data Version
2020 (10.0)

You can capture the primary/default employee contact details in the Company Contacts page.

  1. Select a company and click Company Contacts.

  2. Click Add Row.

  3. Enter or select the following information:

    • Employee - specifies the ID of the employee who is the primary/default contact

    • Default - when set to Yes, makes the employee the primary/default contact person. The default contact is used in the pages Suppliers/Subcontractors and Subcontract Administration pages.

    • Password Set - specifies whether the password for Smart Materials Portal login is set.

    • Deactivated - when set to Yes, temporarily deactivates the contact. A deactivated contact person cannot login to the Portal.

    • Disabled - when set to Yes, disables the contact, for example, when the employee permanently leaves the company. A disabled contact person cannot login to Portal anymore and cannot be selected as a contact anywhere in Smart Materials.

    • Change Password - when set to Yes, the software forces the user to change the password at the next time of login.

    • Expiration Date - defines the date when the user account expires. After this date, the user cannot login to the Portal.

    • Last Name - specifies the last name of the employee.

    • First Name - specifies the first name of the employee.

    • Position - specifies the position/designation of the employee.

    • Department - specifies the department to which the employee belongs.

    • Phone Number - specifies the phone number of the employee.

    • Address Type - specifies the user as the default addressee.

    • Client User ID - the client user ID is filled by the CIP function m_pck_company_custom.get_client_user_id; the standard CIP inserts the employee code (CCP_CODE) and is used as the user account for the Portal login.

    • Creation Date - specifies the date when the user was added as the primary/default user.

    • Modification Date - specifies the date when the user details were modified.

    • Last Login - specifies the last login date.

  4. Click Save.

  5. Select an employee and then click Add Row in the Communication Links section.

  6. Select a communication type from the Communication Types list.

  7. Type the address value.

    In case of email communication type, only one email address is allowed in the Address Value. Adding more than one email address might cause problems when emails are sent from Smart Materials.

  8. Set Default to Yes to set the communication type as default.

  9. Click Set/Change Password to set or reset a password.

    • If you have SUPER USER role assigned, you can modify passwords without knowing the old password. Else, you must enter the old password before you can enter the new password.

    • If a contact has a default email address and the project default ZP_EMT_PWC is set, the software notifies the user of the password change by an email. The email content depends on the email template assigned to the project default. For more information about email templates, see Email Templates (see Create email templates).