Maintain Users

When you have enabled security, you create the user definition for each user that has access to the model. The user definition consists of the user ID and password, the permissions the user has and the user groups the user is a member of. You can either set up the user manually, or import the user IDs from a Windows Active Directory.

Access Project | Security | Manage Users: New

Set up a user for your model

Step

Action

See also

1

In the:

  • 'Login' field, type the user ID
  • 'Firstname' field, type the user's first name
  • 'Surname' field, type the user's last name

Optionally, in the 'Department' field, type the name of the user's department.

The 'Add User to Authors' checkbox defaults to selected, to add the new user to the list of authors of model elements. If the user is not to be added to the list of authors, deselect the checkbox.

2

Click on the Save button, and then click on the Change Password button.

The 'Change Password' dialog displays.

3

In the 'New password' field, type the user's password.

This can be any number of characters in length.

(As this is a new user, the 'Enter old password' field is disabled.)

4

In the 'Retype new' field, type the user's password again, for confirmation.

5

Click on the OK button.

A Password Changed message displays.

Click on the OK button to return to the 'Security Users' dialog.

6

In the 'User Groups' panel, select the checkbox against each user group that the user is to be a member of. This assigns to the user all permissions that the selected groups have.

Maintain Groups

7

In the 'User Permissions' panel, select the checkbox against each permission that you want to assign to the user as an individual. If a permission is grayed out and already ticked, the user already has that permission as a member of a User Group.

List of Available Permissions

8

The user definition is complete. You can now either:

  • Click on the New button to add another user, or
  • Click on the Close button to exit the 'Security Users' dialog

Notes

  • You must have 'Security - Manage Users' permission to maintain users; the initial Admin administrator and Administrators group automatically have this permission
  • You can transport the user definitions between models as Reference Data, using the 'Project | Model Import/Export | Export Reference Data' and 'Import Reference Data' options

Learn more