Permissions - Intergraph Smart 3D - Administration

Intergraph Smart 3D Project Management

PPMProductFamily
3D Design and Visualization
PPMProduct
Intergraph Smart 3D
PPMCategory
Administration
Version_S3D
12.x(2018)

Assigns access permission levels for the model and the catalog, as well as for individual permission groups. You can also access this command by clicking Edit > Permissions or by selecting Permissions from the shortcut menu when you right-click a catalog, model, or permission group in the Project Management tree.

The types of access that you can assign for each user are:

  • Read - User is permitted to view objects.

  • Write - User is permitted to create, modify, and delete objects.

  • Full Control - User is permitted to perform all operations on all objects.

You can assign permissions to users and groups in a manner similar to changing permissions within the Windows® environment. The level of access that you grant to an individual defines the actions that are available when that user is working with the software.

Catalog-level permissions control your ability to:

  • Create, edit, and delete catalog permission groups

  • Create, edit, and delete catalog filters

  • Bulkload to the catalog

Catalog permission group-level permissions control your ability to:

  • Copy, paste, and delete catalog objects in the Catalog task

Model-level permissions control your ability to:

  • Create, edit, and delete model permission groups

  • Create, edit, and delete model filters

Model permission group-level permissions control your ability to:

  • Create, move, modify, and delete catalog objects in the model

  • Set object status

  • Only users assigned with system administrator, db_owner, or db_accessadmin privileges in SQL Server can add new users to a Smart 3D database. For more information, see Assign System Administrator Privileges.

  • You must use Windows-based domain groups and accounts to administer users in a multi-machine configuration.

Permission groups that you create in the Project Management task display in the Active Permission Group box on the horizontal toolbar of Smart 3D. When you create an object in Smart 3D, the software associates that object with the active permission group.

Approval Status and Permissions

In addition to permission groups, the approval status of an object controls change during the phases of a project. The approval status for an object can be Working, In Review, Rejected, and Approved. Approval status is an object property defined in Smart 3D. For example, you can specify the propagation of properties down the hierarchy, from parents to children. However, if any of the objects in the hierarchy are set to Approved, the properties are not propagated. Likewise, objects set to Approved cannot be deleted or updated. For example, if an isometric drawing is approved, you cannot re-extract the drawing from the model.

You can use the following guidelines to edit the approval status of an object:

  • When you have Write permission, you can change the status for an object from either Working to In Review, or from In Review to Working.

  • When you have Write permission, you can change the status for an object from Rejected to Working.

  • When you have Full Control permission, you can change an object to any status.

Example

An equipment designer selects the Equipment permission group and places a piece of equipment in the model. The software automatically associates the equipment with the Equipment permission group.

Another user who is not a member of the Equipment permission group moves a slab on which the equipment was placed. Because the user does not have permission, the equipment does not move to its new location. However, the software adds that equipment the To Do List. Any user who is a member of the Equipment permission group can accept the change to move the equipment to its new location by using the To Do List dialog box.

Access Permissions Dialog Box

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