This topic is contained in the PDXpert help file: select Contents from the application's Help menu.

Managing user accounts

A user account is a log-in username and password, and represents one licensed seat. A user account may be installed onto any number of computers (e.g., office desktop and personal laptop).

A full-function user account permits users to create new part, document and change records; add file attachments to the system library; review, comment on, and approve change forms; and configure the system through the administrator role. You can easily select (and edit) which permissions will be applied to each user account by assigning the user an appropriate role from the Roles collection. A full-function user account can log into multiple computers simultaneously (e.g., office and production floor).

A read-only user account allows a user to view - but not add or change - data records and attached files. It supports a single computer connection; logging into one computer will disconnect any others using the same account. Whenever you wish, you can reassign a full-function license to a read-only user, and vice versa. You can also delete one person's log-in account and reassign that license to a different person.

Open the User Management window (Tools | User Management...) to:

• Assign an available full-function or read-only license to a new user, and create a user account login name
• Assign or modify a user's role
• Assign or reset a user account password
• Delete a user account and free up the related license to assign to another user

If desired, you can assign a read-only role to a user with a full-function license, and that license will act identically to a read-only license.

If the number of log-in accounts exceeds the maximum permitted by your license, then only the super administrator account will be permitted to log into PDXpert. Use the Super Admin account to remove any excess log-in accounts.

To manage user accounts, you must be assigned an administrator role. An administrator role is one that has its Rules/Collections: Manage checkbox marked. See the Roles collection reference for details. The system's super administrator always has permissions to create and remove user accounts.

Any change that you make to a user's account may not take effect until after that user closes the PDXpert client.

Creating a new user account

A user account is assigned to a person and consumes one license. It has a role, a username and an optional password.

A new user account row is displayed only when there are persons that haven't yet been assigned a user account and there are licenses available.

1. In the Access column, select whether you are assigning a Full-function or Read-only license.

   The number of licenses available is controlled by your PDXpert software license. To open the Software License Key dialog, select the Software License Key... command from the Tools menu.

2. In the Person column, select the person whom you want to have a user account.

   Person records are created in the Persons collection, in the Collection Explorer (Places/Organization/Persons > Persons).

3. In the Role column, select the set of permissions that a user will have within PDXpert.

   Roles are created and modified in the Roles collection, in the Collection Explorer (Places/Organization/Persons > Roles).

4. Enter the Username that the person should use for the login dialog. The login name is not case-sensitive.

5. Enter, if you wish, the Password that the person should use for the login dialog. Although a user's password is case-sensitive, this temporary password does not need to meet the requirements you specify in the Password policy system rules. For example, you can provide the user with a blank temporary password even though you specify a minimum password length.

6. Click the Create button to save your new user account.

Your user may now log into PDXpert using the account name and password you've assigned.

Modifying an existing user account

You can update a user's access by assigning a different role, and reset or assign a new login password. Your changes will be saved automatically when you close the User Management window.

• To assign a current user a new role, select the role from the dropdown list box in the Role column.

• To assign a new password to a user account, type it into the textbox in the Password column.

• To reset (clear) a forgotten password from the user account, click on the X button immediately after the password textbox. The user can log in using just the Username value.

To modify a Username, you must delete the person's user account and create a new one.

Deleting an existing user account

Deleting a user account eliminates the person's ability to log into PDXpert and frees one license, making it available for reassignment to another person.

• Click the Delete button on the appropriate row to remove the person's login credentials and release the license.

When an employee leaves your PDXpert system, you'll typically delete the user account but retain the person's record for historical accuracy. See the Setup suggestions in the help topic Contents > Collections reference > Places/Organizations/Persons > Persons.

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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.