Product families

Purpose §

Specifies the users who are explicitly permitted or excluded access to selected product data.

Product families are used for access permissions, not for simply categorizing items. If you want a searchable tag for item categories, use the item description text or a custom attribute.

Where used §

Parts, documents, changes

Data fields §

General tab §

Name §
This is the complete name for the product family.
Description §
This describes the product family.
Active: users can select
Default member of collection
Permanent member of collection
For a description of these checkboxes, see the Collections reference > Managing collections help topic.

Denied Access tab §

You may deny users, groups and organizations access to items in the current product family. When the current product family is assigned on an item, persons on this list cannot open the item.

The denied list is ignored for these cases:

  •  The product family's product team list overrides its denied access list. Users listed on the Product Team tab always have access to items in the current product family.
  • Analysts always have access to the items specified by their role.
  • Trustees always have access to their items.

Product Team tab §

Team members can modify certain attributes after an item has been released, and can access file attachments. By marking the Product team on a Change Types member workflow, team members also receive emails as a change form is processed.

On this list, specify the product team persons, and then assign the product family to an item as it's created.

A document's or part's Trustee, a change form's Originator and change form's Analyst are always treated as members of the product team, regardless of whether they've been explicitly listed on the Product Team tab.

The following item attributes can be modified by the product team members, regardless of whether the item is pending, released or canceled:

  • Document
    • Document name (title)
    • Language
    • Trustee
    • Product families
    • Attributes tab
    • Custom tab
    • References tab's Row and Notes values — edit on Markup list
    • Notes tab
  • Part
    • Part name
    • Language
    • Trustee
    • Product families
    • Attributes tab (except Default unit of measure)
    • Materials tab
    • Custom tab
    • Sources tab's Rank and Notes values — edit on Markup list
    • References tab's Row and Notes values — edit on Markup list
    • Notes tab
    • Changes to a released part's BOM list are controlled by the Administrator override user preference. See the How to perform other tasks > Set your preferences help topic.

  • Change form

    Product team attributes can be modified only while the change form is Originated, Submitted, Stopped, Accepted or Released.

    • Additional person #1
    • Additional person #2
    • Beginning serial number and/or date
    • Ending serial number and/or date
    • Maximum quantity affected
    • Maximum duration
    • Miscellaneous costs
    • Dispositioning information on Affected tab
    • Custom tab
    • Notes tab

Setup suggestions §

Setting exclusions on the Denied Access tab can be valuable if you have outside vendors that need to access some parts, but you want to prevent them from seeing irrelevant projects. If all of your users are trusted, then not excluding anyone is the easiest option to manage.


Learn More
Help Guide Contents [PDF]