Manage remote user permissions

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Manage remote user permissions

Administrators can allow remotely using Tekla EPM Go for any internal or external Tekla EPM users to access particular information. The users that have been assigned remote permissions can access Tekla EPM Go through a remote link when they are out of the office, and modify the information in Tekla EPM Go according to the permissions they have been given.

  1. On either the Tekla EPM Users tab or the External Users tab, select the user whose remote permissions you want to modify.
  2. Click Remote Permissions.

  3. At the top of the Remote Permissions dialog box, select the Allow Remote Login check box.

    When you have allowed logging in to Tekla EPM Go, you can modify the other remote permissions.

    Note that the Remote Permissions has two tabs: Production Control/Project Management and Inventory/Inspection/Time Tracking. You need to modify the information on both tabs separately.
    • On the Production Control/Project Management tab, you can select which production jobs the user can access remotely, and what information they can view or modify.

    • On the Inventory/Inspection/Time Tracking tab, you can select what the user can do in the inventory, which inspection test they can view or modify, and what kind of time tracking records they can add. Users can be allowed to only add records for themselves or for all employees, and records that have a late start or end time.

  4. On the Production Control/Project Management tab, select which production control jobs the user can access. The options are:
    • None: the user cannot access the information of any production control job remotely.
    • Selected: allows you to select the control jobs that the user can access remotely.

      To select the jobs, click Edit in the Select Jobs section of the Production Control/Project Management tab.

      You can also create job groups in Production Control to allow the users to only access jobs in particular job groups. For example, you could create a job group called Active, and allow the users to access all jobs in the Active job group. You could also create a job group called Inactive and store all jobs that you do not want users to access in Tekla EPM Go in the Inactive job group.

    • All: the user can access the information of all production control jobs remotely.
  5. On the Inventory/Inspection/Time Tracking tab, select which inspection tests the user can access remotely:
    1. Click Select Inspection Tests.
    2. Click the arrow buttons to move the items tests that the user needs to access remotely to the Included list.
    3. Click OK.

  6. To modify the user permissions further, do any of the following:

    To

    Do this

    Select the permissions one by one

    1. Click a tab at the top of the Remote Permissions dialog box to open it.

    2. Select check boxes next to the permissions that you want to give to the user.

      Repeat steps a to b on both tabs of the Remote Permissions dialog box.

    3. To only allow access to particular drawing types, stations, or inspection tests:
      1. Click the Select Drawing Types, Select Stations, or Select Inspection Tests button.

      2. Use the arrow buttons to move the accessible items to the Included list.

      3. Click OK.

    Copy the remote permissions of another user

    1. In the upper-right corner of the dialog box, click the arrow on the right side of the Copy Permissions From list.

    2. Select the desired user in the list.

    3. Click Copy.

    Select or remove multiple permissions at once

    • Do one of the following:

      • To allow the user to view, but not modify, all information listed on the current tab, click View All at the bottom of the dialog box.

      • To remove all permissions that the user has on the current tab, click Clear All.

    Select or remove the permissions on both tabs of the Remote Permissions dialog box.

    Give all remote permissions on the current tab

    • In the lower-left corner of the dialog box, click All.

    Note that to give all available remote permissions, you need to click All on both tabs of the Remote Permissions dialog box.

  7. Click Save Remote Permissions.

The user can now view and modify the information according to the remote permissions you gave them.

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