User Profile

The User Profile section is the main area for configuring user profiles, assigning different roles, and managing user rights.

To create a new user profile or edit/delete an existing one , click the "NEW" or buttons in the interface. This action opens a page for configuring the desired user profile.

Figure 1: Screenshot of User Profile page in User Management section

The user profile configuration page is divided into eight sections, described in detail as follows:

General

Define the desired user profile name and additional information. The fields represent:

• "Name" (mandatory): Text box for defining the user profile name (e.g. Administrator, Simulation User, Quality etc.).

• "Description" (optional): User profile description (e.g. "Access to quality department for checking of specifications during internal audit" for Quality as user profile).

Figure 2: Screenshot of General section with populated fields in User Profile section

Roles

Define the desired user profile roles. The fields represent:

• "Power User": When selected, this check box enables the specific user profile to create and edit materials.

• "Material Expert": When selected, this check box enables the specific user profile to release materials to Total Viewer.

Figure 3: Screenshot of Roles section with populated fields in 'User Profile' section

Material Visibility

Define the material visibility for the selected user profile. The fields represent:

• "Your materials": When selected, this checkbox allows users to view and export internal materials (move the slider to the left) or just view internal materials (move the slider to the right).

• "Horizon": When selected, this checkbox allows users to view and export Total Materia Horizon materials (move the slider to the left) or just view internal materials (move the slider to the right).

• "Materials visibility in result lists": Check box to select whether materials that cannot be accessed should be visible in results lists.

Figure 4: Screenshot of Materials Visibility with selected preferences in Users Profile section

Departments

To configure a user's department assignment and export permissions:

• Select desired departments from the list.

• Adjust the export settings using the slider for each department:

  • Move left to enable export.

  • Move right to disable export.

• To select all departments, check the "Select all Departments" check box.

• Use the 'Enable export' slider to enable or disable export for all departments.

Figure 5: Screenshot of Departments with selected preferences in Users Profile section

Property Groups

Set visibility of property groups for internal materials for the selected user profile by checking the desired property groups from the list. To select all property groups, check the "All" check box.

Figure 6: Screenshot of Property Groups with selected preferences in Users Profile section

Material Groups

Set visibility of material groups for internal materials for the selected user profile by checking the desired material groups from the list. To select all material groups, check the "All" check box.

Figure 7: Screenshot of Material Groups with selected preferences in Users Profile section

eXport Formats

To configure the export formats for both internal and Total Materia Horizon materials:

• "Select Solvers": Check each solver individually or choose to select all solvers by clicking "Select all Solvers" check box.

• "Enable Exports": Move the slider from left to right to enable export formats specifically for internal or Total Materia Horizon materials.

Figure 8: Screenshot of eXport Formats with selected preferences in Users Profile section

Top Menu Navigation

Configure the layout of the Integrator top menu by excluding items for the selected user profile. To select all Total Materia modules, check the "All" check box.

Figure 9: Screenshot of Top Menu Navigation with selected items in Users Profile section

In most cases, while setting up your Integrator instance, some user profiles are already predefined (with pre-assigned rights, property groups, and material groups) and can be further adjusted or changed. The examples are provided as follows:

Administrator: A user profile with rights for adding new users, viewing, creating, editing and releasing materials.

Power user: A user profile with the rights for viewing, creating and editing materials.

User: User profile which has the rights only for viewing materials.