Access to Design Forms in Field Data Management


Navigate to https://connect.bentley.com - Select the Connected Project & click Field Data Management:

Click Settings

The DESIGN FORMS will be greyed out if the user is not an\a:

------------------------------------------------------------------------------------------------------------------------------

How to check a User Role's? 

NOTE: Only a CONNECT Services Admin will be able to see\modify the following information

Navigate to the Connected Project using your Browser: click Settings or click Manage Members

This will bring up the Project Team Management page:

Some User(s) may have one or more Role's - To Assign a New or Remove a Role from a User - Select the User: Add from the Available Roles or removed from the Role(s) to be Assigned by highlighting.

Permissions for a User on a Project can be check & Edited from Manage Roles:

A Connect Administrator will likely have all the permissions, whereas a User(s) depending on his\her Role(s) may have different permissions

TIP: A Custom Role can be created if required by clicking "New Role"

----------------------------------------------------------------------------------------------------------------------------------------------------

Scenario:

1st scenario: Need Access to Design Forms in Field Data Management - Provide access to the User

2nd scenario: User is a CONNECT Services or Co-Admin & is set up as a Project Manager for the specific Project but Design Forms is still greyed out. 

- Verify the information on the Connect Portal

- Launch ProjectWise Explorer

- Navigate to the Connected Project & expand the node

- Right click Deliverables Management (ProjectWise Deliverables Management connector for ProjectWise Explorer needs to be pre-install)

- Click Settings

This will bring up the Deliverables Management Settings page:

From the above - Two User's are Project Manager however one has only View package enable.

Reason: A User can be part of one or more group which was getting his rights overwritten

Solution: Removed the User & add him back 

Important: How to manage permissions for ProjectWise user groups/lists or individual users?
When you set permissions for a ProjectWise group or user list, all members of the group or user list inherit those permissions. If a ProjectWise user is added to the internal participants list twice (once as an individual user, then again as a member of a group or user list), the permissions set for the individual user will override the permissions the user inherited from the group or user list they are a member of

For more information on Field Data Management refer to the link below:

https://bentleysystems.service-now.com/community?id=kb_article_view&sysparm_article=KB0030454