Group Membership
Similar to other ArcFM XI products, Editor XI uses Esri Portal groups to assign roles to users. Refer to Esri’s Create groups in Portal for ArcGIS article for more information about groups.
Follow these steps to create your groups:
- Log in to your Portal for ArcGIS account.
- On the top menu, click Groups.
- Under Groups, click Create Group.
- Under Group overview, type a Name, Summary, and provide useful Tags.
- Select the Group membership options applicable to your
organization.
- Under Group designations, enable Shared update and Administrative group, if applicable, and click Save.
- Create additional groups using the same options that correspond
to these roles:
- Editor Admin
- Editor BusinessAdministrator
- Editor GisEditor
- Editor GisAssurance
- Editor GisApproval
- Editor GisViewer
- Mobile.Analyst
IMPORTANT: The Mobile.Analyst is an ArcFM Mobile role. This role allows users to see markups in Editor XI.
- Refer to the Client Configuration Mapping topic to map your Portal groups to app-specific roles.
The group names listed above are suggestions, so your organization can create groups according to your naming conventions. For more about roles and capabilities, refer to the ArcFM Solution XI Series Named User Functionality Matrix article on myArcFM.
Editor and Session Manager access is determined by the Portal user and specifically, the Portal groups of which that user is a member. Editor roles are mapped to the Portal groups. What this means is that the Editor login is authenticating your user, and any editing access is determined by the Portal user. Further, the Editor login does not check or restrict access to feature services. What determines this access is your ArcGIS Pro credentials. Within Pro, if you have loaded a project and can view the layers, Session Manager can create a session. It does this by using the operational map configuration within ArcFM Solution Center to create a new session in Session Manager.