The administrator can access Roles Page by clicking on Menu Username → Manage Roles. On the Manage Roles Page, the administrator can do the following:
Add a New Role:
Click the Add New button to add new role
Enter the title of the new role
Check the checkbox to add the Rights to the role (more on Rights below)
Click the Save button when done or click the Cancel button to quit without save
Once Saved or Cancelled, the admin will be redirected back to Manage Roles Page
Edit an Existing Role:
Click the Edit icon next to a role to perform edits
Changes can now be made to the Role Name or Rights
Click the Save button when done or click the Cancel button to quit without save
Once Saved or Cancelled, the admin will be redirected back to Manage Roles Page
Assigning Rights to a Role:
A role can contain one or more pre-defined access Rights. When editing a Role, the admin can associate Rights to the role by checking individual Rights. Below are some General Practices for Assigning Rights:
If you assign Admin right to a role, you do not need to add any other rights because Admin includes everything.
For engineers who work on CAD files, the role should contain Edit Rights. For example, Folder Editor, File Editor, Catalog Editor, Catalog User, Managed Documents User and Service User.
The Public folders are open to all users so be careful to give users rights to upload files to the public folders.
Some rights are overlapping, for example, File Editor can view files.
Some rights may not be currently in use, which will be shown by check marks, but can come available in the future such as license users.
Here is a quick summary of the Rights and their definitions:
Admin – Administrator. It includes all access Rights.
Auditor – Contains view rights to all the objects.
User Manager – Can manage the users.
User Viewer – Can view the users.
Role Manager – Can manage the roles.
Role Viewer – Can view the roles.
Folder Editor – Can edit the shared folders.
Folder Viewer – Can view the shared folders.
File Editor – Can add/edit shared files.
File Viewer – Can view shared files.
Catalog Editor – Can Add/Modify catalog files.
Catalog User – Can use catalog files.
Catalog Viewer – Can view catalog files.
DM User – Can use Document Management.
DM Viewer – Can Viewer managed documents.
Service Manager – Can manage services.
Service User – Can use services such as WebConfigurator.
Service Viewer – Can view the services.
License Manager – Can Manage licenses, reserved.
License User – Can use licenses, reserved.
License Viewer – Can view licenses, reserved.
Public Folder Editor – Can edit public folders(Upload files).
