Administrator options

Users with an administrator role are able to customize and configure certain settings, which can be applied to one or more account IDs or, in some cases, one or more users.

To begin configuring admin settings, use the main menu to click the Administrator icon, then select from the following options:

 

Administration

• Requests: View and manage user requests to add documents to a subscription account.

Manage Platform

• Administrators: Add or remove additional users as administrators.

• Search Configuration: Create and define search configurations for a subaccount.

• User Data: Change the ownership of Engineering Workbench saved and/or shared data.

• My Publications: Upload and organize your organization's internal documents.

• Document Notes: Create and attach a note to a document that is visible to users.

• Manage Users: Select one or multiple registered users to delete from one or more account IDs.

• Handle External Sources: Define external sources as part of a subscription.

• Sharing Options: Manage users' abilities to share data with other users.

• Subscriptions: View or Export all subscriptions for a given account.

• Active License: View simultaneous license usage and free up 'seats' when necessary.

Customize

• Welcome Message: Create a custom message to display on the home page for one or more account IDs.

• Interface: Click this option to customize Engineering Workbench for users of an account ID by choosing to display or hide specific applications and features.

Access Reports

• Usage Reports: Offers a range of reports about the use of products across account IDs. Information like license usage, details about active users, etc.