User Management
SFx Asset Management employs three roles to implement the control of user privileges, including Standard User, Asset Administrator, and Account Administrator. See User Privileges for details about the privileges of each role.
To use SFx Asset Management, you and your organization must have a user account. You can sign up now or contact the Hexagon Support Team. We will create a user account with the Account Administrator role for each new authorized organization.
After you sign in to SFx Asset Management as an Account Administrator, you can start to create and manage user accounts for your organization. The following section introduces how to perform the following user management tasks in SFx Asset Management.
The following section introduces how to create a user in the current solution.
Log into the SFx solution portal as an Account Administrator.
Click on the
icon at the top left corner of the Home page to open the My Solutions side pane.
Select and click on the Account Settings item at the bottom.
You'll find the Account Settings menu as follows. Then select and click Users.
Click on the Add New User button at the top right corner to open a pop-up dialog.
On the opened dialog, specify the account information and click Done.
You can also add multiple users in a batch by clicking Add user.
Tip
To back to the account information screen, hover over the user account you want to re-edit, then click
icon.
To assign a new user to multiple solutions, click Assign solution. Then select a targeted solution, and set a solution role for the user. In addition, you can click
icon behind a solution to remove a user from the solution.Then click Add.
Note
The new user’s email must be a valid email address, which will be used to receive various system notifications.
The SFx Role is not a required field. If not set up, the user will not be an account administrator by default. Certainly, you can also set a user as an account administrator if needed.
After the user account is successfully added, an email notification will be sent to urge the user to initialize a password. The link used for password initialization is valid in 24 hours. Once the link is expired, it cannot be used anymore.
You can delete any user accounts when they are no longer needed.
Log into the SFx solution portal as an Account Administrator.
Click on the
icon at the top left corner of the Home page to open the My Solutions side pane.Select and click on the Account Settings item at the bottom of the side pane to enter into the main screen. Then select and click Users. The table lists all existing users in your organization.
Select the user account that you want to delete, hover over the row and then click the
icon.Tip
To quickly search for a user account, type the keywords in the search box, and press Enter.
Click Yes, Delete in the confirmation dialog box.
You can modify the role of an existing user to control its privileges, including SFx Role for the organization and Solution Role for each solution.
Similarly, perform the first three steps described above to enter the Users list.
Select the user account whose role needs to modify, hover over the row and click the
icon.Tip
To quickly search for a user account, click on the
icon next to the Name column, type the keywords in the search box, and press Enter.Select a solution that you want to edit, and select a role from the Solution Role list.
Click Save.
A notification email will be immediately sent to the user whose role has been modified.
To modify the SFx Role for a user, click the down arrow under the SFx Role and select the Account Administrator role, then click Save.
Similarly, perform the first three steps described above to enter the Users list.
Select a target user and click View under the Solutions & Roles column to open a pop-up dialog titled User Details.
Tip
The number under the Solutions & Roles column indicates the total number of solutions that the user currently subscribes to.
You can also click the Edit User button at the bottom right to edit the user account.