Roles
The role determines the functions that the user is authorized to perform, such as viewing or modifying data.
One of the important tasks of the administrator is to define roles and associate the roles with the relevant users and relevant projects. When a user is linked to a project, it is also required to specify the user's role in the project. 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 revise the predefined roles and make sure that the permissions are defined according to the requirement of your organization. If more roles are required, it is important to choose an existing role that is similar to the required role and use it as a base template for the new role.
After the role is created, the required changes can be done by selecting the appropriate object and modifying the values specified for Actions by Objects. Existing roles are also modified similarly.
Roles that are not required can be deleted using the command. Only the roles which are not assigned to any user can be deleted.
By default, these roles are available:
- General Administrator
- Design Engineer
- Project Administrator
- Project Manager
- Observer
- None