ProjectWise Administrator Help

Dynamic Association of ProjectWise Accounts with External Accounts

You can configure the datasource to dynamically create a ProjectWise account and associate it with an external account, the first time a user from a particular organization logs in.

You can also configure the datasource to dynamically associate an existing ProjectWise account with an external account, if the user logging in has an email address saved in their user account properties that matches the email address of the external account they are logging in with.

Configure a User Identity Filter

The user identity filter determines which organization the user who is logging in for the first time must belong to, in order for a new or existing ProjectWise account to be dynamically associated to their external account.

For users logging in with their Bentley IMS credentials, the user identity filter specifies which organization in Bentley IMS the user must belong to.

  1. In ProjectWise Administrator, right-click the Users node and select Properties.
  2. In the Users Properties dialog, select the Dynamic Creation tab.
  3. In the text field, configure one of the following:
    • A user identity filter that specifies an organization in Bentley IMS: Organization = "<name of organization in Bentley IMS>"

      For example:

      Organization = "ACME CO"
    • A user identity filter that specifies an organization in Azure Active Directory: Organization = "<tenant ID of organization in AAD>"

      For example:

      Organization = "564b3542-kl5e-8ed4-0r1r-l908765w267b"
    • A user identity filter that specifies two organizations (you can specify more), of the same or different types: Organization = "<IMS Org1>" OR Organization = "<AAD Org2>"

      For example:

      Organization = "ACME CO" OR Organization = "564b3542-kl5e-8ed4-0r1r-l908765w267b"
  4. Click OK.

If you are just configuring the dynamic association of Bentley IMS accounts that use basic Bentley IMS authentication, then setting the user identity filter to Organization = "<name of organization in Bentley IMS>" as shown above is all you need to do.