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
Name Sets the name of the user account. If you are using this dialog to create a Logical account, this name can be anything. If you are using this dialog to add an existing Windows account to the datasource, the name must match the name of a valid Windows account.
Description Optional, this field is used to provide a description for the user.
Email Optional, this field is used to provide the user's email address.
Type Specifies what type of ProjectWise account this is:
  • Logical - Logical accounts are those whose user name and password are "made up" by the administrator at the time the account is created. The user name and password for logical accounts are stored in the ProjectWise database.
  • Windows - Windows accounts are those whose user name and password are leveraged from existing Windows domain or Active Directory accounts. The user name and password of Windows accounts are not stored in the ProjectWise database.
  • Windows - synchronized - Windows - synchronized accounts also leverage their user name and password from existing Windows domain or Active Directory accounts, but unlike regular Windows accounts, Windows, synchronized accounts are managed by ProjectWise User Synchronization Service.
  • Federated Identity - Federated Identity accounts are those which are associated to a Bentley IMS account (Bentley Cloud Services profile), so that the user can log in to the datasource with their Bentley Cloud Services credentials using Bentley IMS (Bentley Identity Management Service) authentication.
Windows domain When the account Type is set to Windows, this field becomes enabled for you to specify the domain to which the user account belongs.
Password When the account Type is set to Logical, this field becomes enabled for you to create or modify the password for the user's account.
Verify password When the account Type is set to Logical, this field also becomes enabled for you to retype the password for the user's account, if you have just created or modified the password.
Account is disabled If on, the selected user will no longer be able to access this datasource.

Federated Identity tab

This tab is used to associate a user's ProjectWise account with their Bentley IMS account (Bentley Cloud Services profile).

SettingDescription
Identity name The primary email address of the user's Bentley IMS account.
Identity provider This field will be automatically populated with the address of the identity provider, which is https://ims.bentley.com/, once the user logs in using Bentley IMS authentication, or once the administrator runs the next Bentley IMS user synchronization (whichever comes first).
Disassociate If the ProjectWise account is associated with a Bentley IMS account, you can click the Disassociate button to unassociate the accounts. This is useful if you want to associate the ProjectWise account to some other Bentley IMS account.

See Adding Users with Bentley IMS Accounts to the Datasource.

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.