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:
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On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon
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The Account Settings page appears.
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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.
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Follow the appropriate procedures.
Page |
Sub‑Page / Sub‑Tab |
Description |
Related Help Articles |
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User Management |
Users |
On this page, you can manage the following related to user accounts:
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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:
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User Management |
Pending Invitations |
New users are sent an invitation to join Meridian Cloud. On this page, you can:
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Role Assignments |
Global |
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Role Assignments |
Master |
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Configure Role Assignments For Master Documents |
Role Assignments |
Project Type |
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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:
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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:
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View And Edit Lookup Property Values Export And Import Lookup Property Values |
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:
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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:
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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:
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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:
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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:
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Template Management |
None |
Document templates are used to simplify the document creation process by pre-populating standard values. On this page, you can:
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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:
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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. |
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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. |
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Document Settings |
Notification |
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Document Settings |
Matching Criteria |
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Document Settings |
Upload |
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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:
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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. |
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Authentication |
None |
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License |
None |
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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:
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CMMS Integration |
Process Log |
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Column Views |
None |
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Email Settings |
None |
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Forge Configuration |
None |
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Rendering |
Pen Settings |
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Rendering |
Fonts |
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Rendering > Watermarks |
Signatures |
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Rendering > Watermarks |
In-Progress Overlay |
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Rendering > Watermarks |
Prior Revision Overlay |
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Rendering > Watermarks |
Identification Overlay |
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Rendering > Watermarks |
Print Stamp |
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Rendering > Watermarks |
Activation |
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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:
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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. |
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Meridian Power Settings |
Custom |
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Edit PowerWeb Navigation View Settings |
Meridian Power Settings |
Standard |
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FTP Access |
None |
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