Users - Intergraph Smart Reference Data - Version 10.0 - Training - Hexagon

Intergraph Smart Reference Data Training (2020)

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English
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Intergraph Smart Reference Data
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Smart Materials/Smart Reference Data Version
2020 (10.0)

You can create and maintain users and assign passwords and define privileges using the Users screen.

Define users

  1. From the Home screen, select Administration > Global Setup > Users.

  2. Click Create User.


  3. Enter the following mandatory information:

    1. User - Specifies the username to use for login

    2. User Group - Specifies the user group to which the user belongs to

    3. Password - Specifies the password that the user must use to login

    4. First Name - Specifies the first name of the user

    5. Last Name - Specifies the first name of the use

    6. Company - Specifies the company that the user is assigned to

    7. Department - Specifies the department that the user is assigned to

    8. Telephone - Specifies the telephone number of the use.

  4. To provide the user access to all product groups and projects for all disciplines, select Global Access.

  5. To force the user to set a complex password, select Complex Password.


  6. To unlock the user account by resetting and sending the new password by email, type a valid email address in Email cell.

  7. Select Yes from the Password via Email list for the software to send the password via email address.

     To unlock an account with a secret question and answer, select Only with secret question from the Password via Email list.

  8. Click Create User.

Define user titles

  1. From the Home screen, select Administration > Global Setup > Users.

  2. Click Titles, and then click Add Row.


  3. Type a title, and then click Save.

Assign Titles to Users

  1. In the Titles section, click Assign Titles to Users.

  2. Select a project from the Projects list.


  3. In the Titles of Users, click Add Row.


  4. Type a sequence number.

  5. Select a user from the Users list.

  6. Select a title from the Titles list, and then click Save.

Change password

  1. Select a user from the list.


  2. Type the old password in the Old Password cell.

  3. Type the new password in the New Password and Verification cells.

  4. Click Change Password.


Define privileges

There are several functions and duties that only special users must be allowed to use. You can define the tasks that can be controlled by privileges in Smart Materials. You can define privileges based on:

  • User level - specific to particular users

  • Role level - all the users assigned to a role.

For example, if a role was created for buyers, and all buyers should have the privilege of approving a PO, then this privilege should be assigned to the buyer role. But, if only one of the buyers should have the PO Approval privilege, then this privilege must be assigned to the specific user only.

  1. Select Privileges, and then click Add Row.

  2. Type the privilege name in Privilege cell.

  3. Type short description and description in Short Description and Description respectively.

  4. Select Yes from Standard if the privilege is a predefined privilege, and then click Save.