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Setting Global Operation Permissions for a Workspace from Altium Designer

Created: August 19, 2020 | Updated: März 19, 2024 | Applies to versions: 20.1 and 20.2
 

Parent page: Working with a Managed Content Server

The server used to store your managed content facilitates the definition and management of global server operation permissions. Accessible by Server Administrators only, permissions across the spectrum of day-to-day global-level server operations can be set up for all server users in the one convenient location. So while Administrators continue to enjoy full permissions for all types of operation, they can now quickly configure permissions for collaborators, owners, specific roles, and specific users.

This feature relates to global-level server operations only. It complements, but does not control access permissions at the folder, Item, and Item Revision levels. For more information on these areas of permissions, see Controlling Access to Server Content.

Access

Permissions are defined and managed from within Altium Designer, using the Edit Operation Permissions dialog. Access to this dialog is made from the Data Management - Servers page of the Preferences dialog. For the active server whose permissions you wish to browse/modify, click the Properties control at the right-hand side, and choose the Operations command from the associated menu.

The Operations command is also available from the server listing's right-click Properties menu.

Setup global operating permissions for your managed content server through the Edit Operation Permissions dialog - accessed as part of your Altium Designer preferences.Setup global operating permissions for your managed content server through the Edit Operation Permissions dialog - accessed as part of your Altium Designer preferences.

Default Settings

Permissions for server operations can be assigned to the following entities (where applicable):

  •   Administrators (itself a defined role).
  •   Collaborator (this is a user who has edit rights for an Item/Revision).
  •   Owner (for released data, this is the person who created the initial Item).
  •   Specific user-defined Role.
  •   Specific User.

Management of users, as well as defined Roles (groupings of users), is performed using the server's browser-based interface. This can be done from an external browser. For detailed information, see Managing Your Team (Altium Workspace), or Adding Users & Roles (self-managed Altium Concord Pro).

Management of users, as well as defined Roles (groupings of users), is performed using the server's browser-based interface. This can be done from an external browser. For detailed information, see Managing Users.

The following are the default permission settings for the various server operations:

  • Top Level Folder Creation - Administrators
  • Move revision between lifecycle states - Administrators, Collaborator, Librarians, Managers
  • Component Types - this area is broken down into the following sub-operations:
    • Add - Administrators, Collaborator
    • Edit - Administrators, Collaborator
    • Delete - Administrators, Collaborator
  • Lifecycle definitions - this area is broken down into the following sub-operations:
    • Add - Administrators
    • Edit - Administrators
    • Delete - Administrators
  • Delete Released - this area is broken down into the following sub-operations:
    • Delete revisions - Administraors, Managers
    • Delete items - Administrators, Managers
  • Revision naming schemes - this area is broken down into the following sub-operations:
    • Add - Administrators
    • Edit - Administrators
    • Delete - Administrators
  • Release - this area is broken down into the following sub-operations, reflective of the various Item types that can be released:
    • Component - Administrators, Collaborator
    • Footprint - Administrators, Collaborator
    • Symbol - Administrators, Collaborator
    • PCB Fabrication Data - Administrators, Collaborator
    • PCB Assembly Data - Administrators, Collaborator
    • PCB Project Design - Administrators, Collaborator
    • Schematic Template - Administrators, Collaborator
    • Managed Schematic Sheet - Administrators, Collaborator
    • Outputjob - Administrators, Collaborator
    • Simulation Model - Administrators, Collaborator
    • Altium Designer Preferences - Administrators, Collaborator
    • 3D Model - Administrators, Collaborator
    • Binary File - Administrators, Collaborator
    • Draftsman Document Template - Administrators, Collaborator
    • Layerstack - Administrators, Collaborator
    • Script - Administrators, Collaborator
    • Draftsman Sheet Template - Administrators, Collaborator
    • BOM Template - Administrators, Collaborator
    • Component Template - Administrators, Collaborator
    • Project Template - Administrators, Collaborator

Managing Operational Permissions

To add a new entity (assign permissions) for a particular server operation:

  1. Select the operation, in the left-hand region of the dialog.
  2. Click the Add button, and choose the required entity from the associated menu.
When adding a specific user (Add User) or role (Add Role), use the relevant dialog - Search for Users, or Search for Role - to search for the required entity from all those currently defined for the server. A user will be listed in terms of their UserName and Email (if defined). If the user added is actually you (by virtue of being signed into the server), the suffix '- You' will be added.

To remove an entity (remove permissions) for a particular server operation:

  1. Select the operation, in the left-hand region of the dialog.
  2. Select the entity, in the right-hand region of the dialog.
  3. Click the Remove button.
The Administrators role cannot be removed from any operation - Administrators always have full access rights and permissions.
Add and Remove controls can also be found on the right-click context menus for both regions of the dialog.

Example permissions defined for the operation involving release into a PCB Assembly Data Item.Example permissions defined for the operation involving release into a PCB Assembly Data Item.

Note that while permission lists are dynamically updated as you add and/or remove entities, changes made will not take effect until the Apply or OK buttons are clicked. If you click Cancel, all changes made since entering the dialog will be lost.

 

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Note

The features available depend on your Altium product access level. Compare features included in the various levels of Altium Designer Software Subscription and functionality delivered through applications provided by the Altium 365 platform.

If you don’t see a discussed feature in your software, contact Altium Sales to find out more.

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