Add, modify, and delete external users

Tekla PowerFab
2022
Tekla PowerFab Tekla PowerFab GO

Add, modify, and delete external users

Any users who work remotely in your company should be added to Tekla EPM as external users. Administrators can add, modify, and delete external users on the External Users tab of the Administration dialog box. The passwords of the external users can also be reset.

To manage external Tekla EPM users, do the following:

  1. Click the File ribbon tab in the upper-left corner of the Tekla EPM window.
  2. On the File menu, select Administration.
  3. In the Administration dialog box, open the External Users tab.

Add an external user

  1. On the External Users tab of the Administration dialog box, click New.
  2. Define the user properties.

    The properties marked with an asterisk (*) are mandatory information.

    Option

    Description

    Username *

    The username with which the external user logs in to Tekla EPM.

    Type the username in the Username field.

    Note that the username cannot be changed after the external user has been added.

    Group

    The group to which the external user belongs. For example, you can define groups for estimators and project managers.

    Note that groups do not allow you to automatically assign permissions to the user.

    Type the user group in the Group field.

    First Name, Last Name

    The first and last name of the external user.

    Type the appropriate names in the First Name and Last Name fields.

  3. Click Add.
  4. Do any of the following:

    To

    Do this

    Generate and send an email with the external user's user name and password
    1. In the confirmation dialog box, click Yes.

      Microsoft Outlook opens and generates a new email containing the username and password.

    2. Add the recipient.

    3. If necessary, modify the default email content.

    4. Send the email.

    Continue without generating and sending an email
    1. In the confirmation dialog box, click No.

      A message appears, displaying the password that the user needs to log in to Tekla EPM.

    2. Highlight and copy the password to send it to the external user.

    3. Click OK to close the message.

    4. Send the password to the external user in the desired communication channel.

The external user is added to Tekla EPM.

Note that initially, the external user has no access to any information in Tekla EPM. You need to modify the user permissions to give them access to the necessary information and modules. For more information, see Manage remote user permissions.

Reset the password of an external user

  1. On the External Users of the Administration dialog box, select the external user whose password you want to reset.
  2. Click Reset Password.
  3. To confirm resetting the password, click Yes in the first confirmation dialog box.
  4. Do any of the following:

    To

    Do this

    Generate and send an email that contains the username and new password of the external user
    1. In the second confirmation dialog box, click Yes.

      Microsoft Outlook opens and generates a new email containing the username and new password.

    2. Add the recipient.

    3. If necessary, modify the email content.

    4. Send the email.

    Continue without generating and sending an email
    1. In the second confirmation dialog box, click No.

      A message appears, displaying the password that the user needs to log in to Tekla EPM.

    2. Highlight and copy the password to send it to the external user.

    3. Click OK to close the message.

    4. Send the password to the external user in the desired communication channel.

Modify the information of an external user

  1. On the External Users tab of the Administration dialog box, select the external user whose information you want to modify.
  2. Modify the group, first name, and last name according to your needs.
  3. To modify the user permissions, click Remote Permissions.

    For more information, see Manage remote user permissions.

  4. Click Save to save the changes.

Delete an external user

  1. On the External Users of the Administration dialog box, select the external user that you want to delete.
  2. Click Delete.
  3. To permanently delete the external user, click Yes in the confirmation dialog box.
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