ProjectWise Administrator Help

User Properties Dialog

Used to control a user's access to the datasource, and what that user can do in the datasource.

General tab

SettingDescription
Identification
  • Name - The name of the selected user's ProjectWise account.

    The Name field must be filled out for all users, and will be the User Name that the user enters if they log in using ProjectWise authentication.

    For all other authentications types, the name you enter in the Name field can be anything, and does NOT have to match the name of the associated external account. For example, the Name field might be simply 'John', and the name of the assocated Windows account might be 'Jonathan.Doe@company.com'.

  • Description - The optional description of the selected user's ProjectWise account.
  • E-mail - The email address associated with the selected user's ProjectWise account.
Security
  • Native authentication enabled - If on, the user can log in using ProjectWise authentication, by specifying their ProjectWise user name and password.
  • Password | Verify password - If Native authentication enabled is on, these fields are where you can set or change the user's password for when they log in using ProjectWise authentication.
Account is disabled If on, the selected user will no longer be able to access this datasource.

Windows Identities tab

Use this tab if you want to associate a Windows domain account or accounts to this user's ProjectWise account.

See Manually Creating Users and Configuring Login Credentials.

Other Identities tab

Use this tab if you want to associate a Bentley IMS account, or some other external identity (such as a Microsoft account) to this user's ProjectWise account.

See Manually Creating Users and Configuring Login Credentials.

Settings tab

Contains the user's personal user settings, which determine what the user can and cannot do, in general, with documents, folders, and work areas. User settings also determine what items the user sees in ProjectWise Explorer; for example whether or not versions display, or where or not custom folders display.

When the Can change... setting is on for a particular category, that means the user will be able to see and change the settings for that category from the Settings tab of the User Properties dialog in ProjectWise Explorer.

Each category can be expanded to display its settings. If an icon appears to the left of a setting, that generally means the setting can be expanded to display suboptions.

See User Properties Dialog > Settings Tab.

Member Of tab

Shows the groups and/or user lists that the selected user is a member of.

SettingDescription
Add Used to add the user to a group or user list.
Remove Used to remove the user from the selected group or user list.

Owner Of tab

Shows the groups and/or user lists that the selected user is an owner of.

SettingDescription
Add Used to add the user as an owner of a group or user list.
Remove Used to remove the user from being an owner of the selected group or user list.

Spatial tab

SettingDescription
This user is a Spatial Administrator If on, the user can modify the spatial locations of documents and folders. If off, the user can only view spatial locations.

Audit Trail tab

Lets the administrator see when a user's account was created, and when that user has logged in and out. Note that these actions are only recorded if the respective audit trail logging options (Log User Create, Log Logins, Log Logouts) are also turned on in this datasource. This tab will not be visible to users in ProjectWise Explorer.

SettingDescription
Customize Opens the Customize dialog, so you can modify what details are to be included the audit trail report.
Save Opens the file system's Save As dialog. You can save the audit trail report to an HTML file, or to either a tab separated or aligned text file.
Print Opens the system printer's Print dialog for you to print the selected user's audit trail report.

Managed WorkSpace tab

In ProjectWise Administrator you can apply configuration settings blocks globally at the datasource level (Datasource Properties dialog), and also to specific users here on the Managed WorkSpace tab of the User Properties dialog. In ProjectWise Explorer, all folders a user has access to will automatically inherit the assigned configuration settings blocks during that user's session.

Personal WorkSpace tab

Used to create the configuration variables for a user's personal workspace, when using managed configurations. See "Configuring Personal Workspace Settings" in the ProjectWise Explorer help.