Users

Setting up users

Set up users with access to the system as members of user groups. You can also edit users as necessary. After setting up new system users, associate them with specific organizations.

When the user logs in to the system, the default organization determines to what user group the user belongs for that system session.

Create users

Note: Only a certain number of users can be active for each product. This number is determined by installation parameters:

CDKEY for Hexagon EAM
CDKEYREQ Hexagon EAM Requestor
7IMCDKEY Hexagon EAM Mobile
7IWCDKEY Hexagon EAM Connector
7IBCDKEY Hexagon EAM Barcoding

To create users:

Select Administration > Security > User Setup.
Click "New Record" ([+] symbol).
Specify this User Details information:
1. "User ID": Specify a unique code identifying the user, and then enter a description of the user in the adjacent field. The description is usually the user’s full name.
2. "Language": Select the default language for the user.
3. "User Group": Specify the user group to which the user is assigned.
4. "User ID Expiration Date": Specify the date on which the User ID expires.
5. "Password": Specify a six to twelve character password for the user. The password is masked with asterisks as you type.
6. "Password Expiration Date": Specify the date on which the password expires.
7. "E-mail Address": Specify the user’s e-mail address.
8. "External User ID": Specify an external User ID to provide an alternate method of identifying the user.
  - The external user ID provides the method to identify the user based on an identifier from an external system such as Active Directory or some alternate identify provider.
  - Note: External User ID must be unique for each user ID and external user ID in the system except it can be the same as the user's User ID.
9. "Associated Supplier": Specify the supplier to associate with the user when ordering parts.
10. "Default Store": Specify the default store for the user from which parts will be issued or returned for work orders, equipment, or requisitions.
11. "Buyer": Select if the user can generate requisitions and purchase orders to buy materials/services.
  - Note: Buyer must be selected for a user for the system to display the user as a potential purchaser of materials and services in the lookups for Buyer.
12. "Allow Dataspy Edits": Select if the user can edit Dataspies. If unselected, the Edit Dataspy button is hidden throughout the system on every form for this specified user.
13. "Mobile Administrator": Select if the user is an administrator for Hexagon EAM Mobile.
14. "Allow Dataspy Advanced Filters": Select if the user can specify advanced filters for Dataspies.
15. "Allow Global Dataspy Configuration": Select if the user can configure global Dataspy settings for all users.
16. "Allow Editing of Other's Comments": Select if the user can edit comments made by others.
17. "Allow Editing of Own Comments": Select if the user can edit their own comments.
18. "Allow Cancelling of WO Daily Scheduling Sessions": Select if the user can cancel work order daily scheduling sessions on the WO Daily Scheduling page.
19. "Class": Specify the class code for the user.
20. "Locale" Select the locale of the user.
21. "Department": Specify the default department for the user.
22. "Session Timeout (minutes)": Specify the amount of time in minutes in which the system will timeout.
23. "Success Msg. Timeout": Select the amount of time in which success messages will timeout.
24. "First Screen": Specify the code identifying the function to which the system defaults when the user logs in to the system.
25. "Screener": Select if the user can screen work requests.
26. "Screen Designer": Select if the user can set up the appearance of screens.
27. "Accessibility Mode": Select to indicate that for the user the system will operate in accessibility mode when they next log in toEAM.
  - In Accessibility Mode, the application is entirely keyboard-navigable wherein the user will be required to navigate and access features via keyboard shortcuts only.
  - Additionally those fields with special formatting or validation will display a popup tool tip.
28. "Allow Screen Cache Setup": Select to enable the Add to Screen Cache and Remove from Screen Cache options for the user on available screens.
29. "Allow Creating Import Utility Template": Select to enable the Create Import Utility Template option for the user.
30. "Allow Viewing Audit Trail": Select to enable the Audit Trail option for the user.
31. "Enable Screen Cache Deck": Select to enable the user to view and access the screen cache tabs at the bottom of all screens.
32. "Enable Transition Animations": Select to enable screen transitions for the user if the user changes screens via the Screen Cache tabs at the bottom of a screen.
33. "Allow Viewing Private Notebook": Select to enable the user to view private Notebook screen records.
34. "Allow Contains Search": Select to enable the user to access the "Contains" and "Does Not Contain" operators when using Dataspy filters to search.
35. "Allow Changes to Mobile Settings": Select to enable the user to make changes to settings in mobile devices.
Specify this Infor EAM Products information:
1. "Hexagon EAM": Select to indicate that the user is an Hexagon user.
2. "Connector": Select to indicate that this user is an Hexagon EAM Connector user.
3. "Analytics": Select to indicate that the user is an Hexagon EAM Analytics user.
  - Note: If the Analytics user will create variables within Infor EAM, you must also select "Hexagon EAM".
4. "Requestor": Select to indicate that this user is an Hexagon EAM Requestor user.
  - Note: Specify the Requestor user group in User Group to associate the Requestor user with the Requestor user group.
  - The Requestor user may only submit work requests and/or purchase requests.
5. "Barcoding": Select to indicate that this user is an Hexagon EAM Barcoding user.
6. "Mobile": Select to indicate that this user is an Hexagon EAM Mobile user.
Specify this Advanced Reporting Options information:
1. "Consumer": Select to indicate that the user is a reporting consumer. The consumer license allows users to access the consumer and basic report features.
2. "Author": Select to indicate that the user is a reporting author.
  - The author license allows users to access the Report Author functionality in EAM to create reports as well as access to the consumer and basic report features.
Specify this User Limits information:
1. "Requisition": Specify the maximum amount the user can enter on a requisition or requisition line.
2. "Requisition Approval": Specify the maximum amount the user can approve for a requisition.
3. "Invoice Approval": Specify the maximum amount the user can approve on invoices and invoice lines.
4. "Non-PO Inv. Approval": Specify the maximum amount the user can approve on non-purchase order invoices.
5. "Purchase Order": Specify the maximum amount the user can enter on a purchase order or purchase order line
6. "PO Approval": Specify the maximum amount the user can approve for a purchase order or purchase order line.
  - Note: Set Requisition, Purchase Order, Requisition Approval, and PO Approval at either the header level or the line-item level in Installation Parameters.
  - You do not need to define them for every user. If you are setting up a new user in a multi-organization environment the fields are set on the Organisations tab of the User Groups page and the Roles page.
7. "Pick Ticket Approval": Specify the maximum amount of parts that the user can approve for pick tickets.
  - Note: If multi-organization security is activated, you must define purchase order and requisition limits on the Organization tab of the User page.
Click "Save Record" (floppy disc symbol).

Note: After a set amount of unsuccessful attempts to log in, User ID and Password are locked. At this point, the system administrator or another authorized user must unlock the user record.

To unlock the user record:

Open the User Setup page, which will display the Unlock User button (under normal circumstances, the Unlock User button is hidden).
Click the "Unlock User" button. The user is unlocked and the Unlock User button is hidden.

Associating users with organizations

After setting up new system users, associate them with specific organizations. When the user logs in to the system, the default organization determines to what user group the user belongs for that system session.

To associate users with organizations:

Select Administration > Security > User Setup.
Open the form.
Select the user with whom to associate the organization, and then click the "Organisations" tab.
Click "Add Organisation".
Specify this information:
- "Organisation": Enter the organisation to associate with the user.
- "User Group": Enter the user group to which the user belongs.
- "Default": Select to indicate that this organisation is the default organisation for this user. Note: The system allows only one default organisation.
- "Requisition": Enter the user’s requisition limit.
- "Requisition Approval": Enter the user’s requisition approval limit.
- "Invoice Approval": Enter the user’s invoice approval limit.
- "Non-PO Inv. Approval": Enter the user’s non-purchase order invoice approval limit.
- "Purchase Order": Enter the user’s purchase order limit.
- "PO Approval": Enter the user’s purchase order approval limit.
- "Pick Ticket Approval": Enter the user’s pick ticket approval limit.
Click "Submit".

Associating users with KPIs

KPIs associated with a specific user are displayed in the KPI section of the user's Start Center. Review, add, and remove KPIs associated with a specific user on this screen.

To associate users with KPIs:

Select Administration > Security > User Setup.
Select the user for which to associate a KPI, and then click the "KPIs" tab.
Click "Insert KPI Entry" ([+] symbol)
"Sequence Number": Specify the sequence in which the KPI will be displayed in the Start Center for the user.
"KPI Code": Specify the KPI to add to the Start Center for the user. Select one or more KPI codes if desired for the specific user.
- Note: If you select more than one KPI code for the user, a new sequence number is assigned to each KPI code and these sequence numbers are generated based on the INCRLINO installation parameter.
Select the "Auto Refresh" check box to automatically refresh the KPI every time the Start Center is invoked for the user.
Click "Submit" (floppy disc symbol).

Associating users with inboxes

Associate users with inbox entries to display entries in the inbox of the Start Center for that specific user. Inbox entries associated with a user on this tab with display on that user's Start Center inbox.

To associate users with inboxes:

Select Administration > Security > User Setup.
Select the user for which to associate an inbox entry, and then click the "Inboxes" tab.
Click "Insert Inbox Entry".
Specify this information:
- "Sequence Number": Specify a numeric value for the sequential order for the inbox entry to display. Note: Sequential order is determined by the incremental value set by the INCRLINO installation parameter.
- "Inbox Code": Specify the unique code that identifies the inbox entry. Select one or more inbox codes if desired for the specific user. Note: If you select more than one inbox code for the user, a new sequence number is assigned to each inbox code and these sequence numbers are generated based on the INCRLINO installation parameter.
- "Folder": Specify the folder in which to keep the inbox based on the category.
Select the "Auto Refresh" check box to automatically refresh the inbox every time the Start Center is invoked.
Click Submit.