This topic is contained in the PDXpert help file: select Contents from the application's Help menu.
Roles
Purpose
Specifies the permissions users have for accessing information, which should correspond to their job responsibilities. A role may be assigned to any number of users, and each user has exactly one assigned role.
Where used
Persons
Data fields
- Name
- This is the complete name for the role.
- Description
- This describes the role and its function.
- Restrict access to read-only
- This checkbox controls whether a user can create and modify data.
- When marked, viewing permissions are still regulated by the other role permissions, as indicated in the checkboxes below. However, the user is not allowed to unlock item windows, and therefore can't create or edit items, add file attachments, or approve change forms.
- When cleared, this role permits (in accordance with the permission checkboxes below) the creation and modification of item records, approval of change forms, and the administration of collections.
Documents
- View pending
- The role has access to documents that have not yet been formally released.
- View released
- The role has access to documents that have been formally released, and are not canceled.
- View canceled
- The role has access to documents that have been formally canceled.
- Create new
- The role can create new documents, edit documents, and act as a trustee for those documents.
- Is an analyst
- The role can act as an analyst for documents. An analyst can re-assign trustees, act as the trustee for any document, and manage changes that affect documents.
Parts
- View pending
- The role has access to parts that have not yet been formally released.
- View released
- The role has access to parts that have been formally released, and are not canceled.
- View canceled
- The role has access to parts that have been formally canceled.
- Create new
- The role can create new parts, edit documents, and act as a trustee for those parts.
- Is an analyst
- The role can act as an analyst for parts. An analyst can re-assign trustees, act as the trustee for any part, and manage changes that affect parts.
Changes
- View pending
- The role has access to changes that have not yet been formally released.
- View released
- The role has access to changes that have been formally released, or have been canceled, rejected or completed.
- Create new
- The role can create (originate) new changes and submit them for acceptance.
Collections/Rules
- Manage as administrator
- An administrator manages the Collections and Rules. If the Administrator Override rule is marked and the role also permits access to documents, parts and changes, the administrator can modify many attributes of items even after they've been released.
- It's a good idea to have an administrator role assigned to at least two active users.
- Active: users can select
- Default member of collection
- Permanent member of collection
- For a description of these checkboxes, see the Collections reference > Common properties & attributes help topic.
Setup suggestions
PDXpert aggregates role checkboxes to define generalized capabilities. Throughout this user help guide:
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An analyst is defined by marking the Changes: Create new checkbox as well as the Documents: Is an analyst checkbox and/or Parts: Is an analyst checkbox. Analysts may be specialized by item class:
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A document analyst has the Documents: Is an analyst checkbox marked.
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A part analyst has the and/or Parts: Is an analyst checkbox marked.
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A system analyst has both Documents: Is an analyst and Parts: Is an analyst checkboxes marked.
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An administrator is defined by marking the Rules/Collections: Manage checkbox.
A reviewer must be assigned a role where, as a minimum, the relevant View pending and View released checkboxes are marked.
2040
Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
