Roles and Authorizations

One of the important tasks of the Administrator is to create and define roles, and then associate these with the relevant users and relevant projects. When a user is linked to a project, that user's role in the project must also be specified. The various PLM actions are linked to roles. Permissions and access to objects must be specified during the definition of the role.

During PLM Implementation it is recommended to review the predefined roles and ensure that the permissions are defined according to the requirement of the organization. If more roles are required, it is important to select an existing role that is as close as possible to the required role and use it as a base template for the new role.

The Roles (pdadm4601m00) session can be used to define new Roles, update existing Roles for correct Authorizations, and delete unwanted Roles.

By default, these Roles are available:

General Administrator
Design Engineer
Project Administrator
Project Manager
Observer
None

Before creating a new role, it is important to identify an existing role that is as similar as possible to the new role. You can specify this existing role as a “Based on Role” and it is copied to the new role.

‘Roles’ (pdadm4601m00):

To create a new role, click + and in the below screen Enter the Role and Description and select the ‘Based on Role’. Click Save.

After the Role is created, the required changes can be done by selecting the appropriate object and modifying the ‘Actions by Objects’ values. Existing Roles are also modified similarly.

Unwanted Roles can be deleted using the Delete command. Only the Roles which are not assigned to any user can be deleted.