Setting Global Operation Permissions for an Altium Vault

Parent page: Working with an Altium Vault

The Altium Vault facilitates the definition and management of global Vault operation permissions. Accessible by Vault Administrators only, permissions across the spectrum of day-to-day global-level Vault operations can be set up for all Vault 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.

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 - Vaults page of the Preferences dialog. Select the Altium Vault whose permissions you wish to browse/modify, then click the Properties button and choose the Edit Operation Permissions command, from the associated menu.

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

Default Settings

Permissions for Vault 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.

The following are the default permission settings for the various Vault operations, in a newly-installed Altium Vault:

• - Administrators
• - Administrators, Collaborator
• - this area is broken down into the following sub-operations:
  • - Administrators
  • - Administrators
  • - Administrators
• - this area is broken down into the following sub-operations:
  • - Administraors, Collaborator
  • - Administrators, Collaborator
• - this area is broken down into the following sub-operations:
  • - Administrators
  • - Administrators
  • - Administrators
• - this area is broken down into the following sub-operations, reflective of the various Item types that can be released:
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator
  • - Administrators, Collaborator

Managing Operational Permissions

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

1. Select the operation, in the Vault Operations region of the dialog.
2. Click the Add button, and choose the required entity from the associated menu.

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

1. Select the operation, in the Vault Operations region of the dialog.
2. Select the entity, in the ID region of the dialog.
3. Click the Remove button.

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