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
. 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.
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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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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 |
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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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