Manage My Meridian Cloud Account

If you are assigned to the role of Tenant Administrator in Meridian Cloud, you can configure various features that apply to PowerWeb, Meridian Portal, Meridian Explorer, and Meridian Mobile. Changes that you save can take up to 15 minutes and might require you to log out or close your browser to take effect.

To manage your tenancy:

On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon .

The Account Settings page appears.
In the Account Settings menu, click the appropriate hyperlink to manage your settings.

See the table below to learn more about each page and the configuration options it contains.
Follow the appropriate procedures.

Account Settings
Page	Sub‑Page / Sub‑Tab	Description	Related Help Articles
User Management	Users	On this page, you can manage the following related to user accounts: basic user data enable and disable users authentication identities account roles group memberships audit trails areas of expertise	Manage User Accounts Audit User Activity Manage Security Roles Security Roles And Privileges View Security Privileges
User Management	Groups	A user group is a list of user names to make working in Meridian Cloud easier for organizations with many users. On this page, you can: create, edit, and delete user groups manage group properties manage group memberships	Manage User Groups
User Management	Pending Invitations	New users are sent an invitation to join Meridian Cloud. On this page, you can: view pending invitations export pending invitations cancel or resend pending invitations	Manage Member Invitations
Role Assignments	Global	configure the groups that are allowed to access the Archive, Documentation, Projects, and Tags folders in PowerWeb	Configure Role-Based Security Configure Global Role Assignments
Role Assignments	Master	configure the groups that are allowed to access the Masters branch in PowerWeb and the Masters view in Explorer	Configure Role-Based Security Configure Role Assignments For Master Documents
Role Assignments	Project Type	configure the groups that are allowed to access each project type	Configure Role-Based Security Configure Role Assignments For Project Types
Project Types	None	A project type is a template that specifies the project properties and the document types that may be used in projects created of that type. On this page, you can: create / delete project types enable / disable project types edit Project Type Name and Code configure project types import / export project types	Manage Project Types
Document Properties	Document Properties	A property is a document metadata field that is a member of a property set and that can appear on a property tab. On this page, you can: create and remove custom properties edit property labels import / export properties add, edit, and remove values in lookup fields import / export lookup field values revert lookup field values to defaults configure the syntax of the revision number field	Manage Custom Properties View And Edit Lookup Property Values Export And Import Lookup Property Values Standard Property Descriptions Configure the Revision Number Syntax
Document Properties	Property Sets	A property is a document metadata field that is a member of a property set. Each property set appears as a separate heading on a property tab. On this page, you can: add, edit, and delete property sets change property set display order change display order of properties in property sets change property set labels import / export property sets	Manage Property Sets
Document Properties	Document Number Syntax	In Portal, you have the option to assign each document a Document Number value that is configurable. If you use one or more document numbering standards that are based on document property values and sequential numbers, you can configure the Document Number property to automatically calculate and assign values and enforce the same standard. On this page, you can: add and edit document number syntax definitions	Configure the Document Number Syntax
Document Types	None	A document type is a template that specifies the properties that may be used with documents created of that type. On this page, you can: add, edit, and delete custom document types set custom name for document types specify properties for a document type configure document types for project types import / export document types	Manage Document Types
Expertise	None	An expertise in Portal is a functional role that has the authority to review documents for compliance with specific technical requirements. On this page, you can: add, edit, and delete areas of expertise manage users assigned to an area of expertise import / export expertise list	Manage Areas Of Expertise
Distribution Matrix	None	The rules in a distribution matrix are used to determine the users that will review documents of each combination of document type, discipline, and classification. On this page, you can: add, edit, and delete rules in distribution matrix import / export distribution matrix	Manage the Distribution Matrix
Template Management	None	Document templates are used to simplify the document creation process by pre-populating standard values. On this page, you can: add, edit, and delete document templates download previous templates import / export document templates	Manage Document Templates
Issue Reasons	None	When users route a package of documents from a Project repository type project to other team members to work on, they must select a reason for doing so. On this page, you can: edit issue reasons for a project type import / export your issue reason settings	Manage Package Issue Reasons
Document Settings	Compliance Rules	When documents are submitted to a project by contractors or contributors, the documents must pass compliance checking before they can be routed for work. This compliance can consist of different types of checks. On this page, you can configure whether an action is allowed, whether a warning is displayed, or whether the action will fail.	Configure Document Compliance Rules
Document Settings	Reference Rules	Reference rules allow you to configure whether Portal will allow documents to be submitted, accepted, sent, or released with missing references or referenced documents. These settings can be configured per document type, and are split between Contractor actions and Document Controller actions. On this page, you can configure whether an action is allowed, whether a warning is displayed, or whether the action will fail.	Configure Reference Rules
Document Settings	Notification	configure email notifications to be sent automatically to affected Portal users when document revisions are released in the repository or when packages have been acknowledged by their recipients	Configure Notifications
Document Settings	Matching Criteria	configure how Portal matches incoming documents to existing repository documents when users upload new or revised files	Configure Document Matching
Document Settings	Upload	configure how the system processes uploaded files	Manage Upload Settings
Package Settings	None	Portal provides configurable package types for each transfer purpose: Transmittal, Return, Approval, Review, Information, and External. Some of the behaviors of each package type are configurable to meet your needs. On this page, you can: configure package response times configure automatic actions configure custom reference fields	Configure Package Types
Review Response Codes	None	When users review documents as described in Respond About a Document, they are able to select from a list of available responses. On this page, you can customize the text that users see for each response.	Manage Review Responses
Authentication	None	manage the authentication methods used when users sign in to Meridian Cloud	Authentication Configure a Third-Party Identity Provider Configure Active Directory For Single Sign-On
License	None	view information about your Meridian Cloud subscription	License
CMMS Integration	Tenancy Settings	Your Meridian Cloud account can be connected to your Accruent computerized maintenance management system (CMMS) so that data that you manage in the CMMS will appear in your Meridian Cloud applications. On this page, you can: configure your integration reset the synchronization date	Configure CMMS Integration
CMMS Integration	Process Log	view the process log for your CMMS integration	Configure CMMS Integration
Column Views	None	configure the visibility and order of the properties that are shown in the Documents list in Portal and in many of the document views in Meridian Cloud	Configure View Columns
Email Settings	None	customize the logo used in email notifications originating from your Meridian Cloud account	Email Settings
Forge Configuration	None	enter your API Client ID and API Key used for viewing documents in AutoDesk Forge	Configure Autodesk Forge Viewing
Rendering	Pen Settings	add, delete, and download pen settings files	Manage Pen Settings Files
Rendering	Fonts	add, delete, and download font files	Manage Font Files
Rendering > Watermarks	Signatures	configure a watermark which contains the user's e-signature, an approval reason, and system information	Configure Signature Watermarks
Rendering > Watermarks	In-Progress Overlay	configure a watermark which contains the workflow status of the document	In-Progress Overlay
Rendering > Watermarks	Prior Revision Overlay	configure a watermark which alerts the reader that the document is not the latest released revision	Configure Prior Revision Overlay
Rendering > Watermarks	Identification Overlay	configure a watermark which helps identify the source document of the rendition	Configure Identification Overlay
Rendering > Watermarks	Print Stamp	configure a watermark which appears in the margin of the document when the document is printed	Configure Print Stamp
Rendering > Watermarks	Activation	configure which watermark types are enabled for each document type	Configure Watermark Types
Rendering > Watermarks	Approval and Review Reasons	When users review and approve documents, they can be prompted to select a reason for their choice. On this page, you can: add, edit, and delete approval or review reasons edit the disclaimer message which appears when the user selects a reason	Manage Approval and Review Reasons
Test Reports	None	Our Automated Test Reports allow you to ensure that your configured use cases are supported by the system. On this page, you can download these reports.	Download Test Reports
Meridian Power Settings	Custom	view, download, and upload Meridian Cloud settings	Meridian Power Settings Edit PowerWeb Navigation View Settings Edit Explorer Navigation View Settings Edit File Extension Mappings
Meridian Power Settings	Standard	view standard settings	Meridian Power Settings
FTP Access	None	add and delete whitelisted IP addresses	FTP connectivity is secured to only those IP addresses from where you plan to connect. You can whitelist IP addresses for FTP access. After a tenancy upgrade, your FTP whitelist settings are reapplied.