Edit Operation Permissions
Created: January 18, 2022 | Updated: April 14, 2022
| Applies to version: 5
Summary
The Edit Operation Permissions dialog is used to change permissions for various operations in a Workspace.
Access
The dialog is accessed by choosing Operations from the Properties drop-down menu in the Servers region on the Data Management – Servers Preferences page.
Options/Controls
Vault Operations
This region lists the various Workspace operations for which you can assign permissions. The following are the default permission settings for the various Workspace operations in a newly-activated/installed Workspace:
- Top Level Folder Creation – Administrators
- Move revision between lifecycle states – Administrators, Collaborator, Librarians, Managers
- Task management – Administrators
- Component Types – this area is broken down into the following sub-operations:
Add
– AdministratorsEdit
– AdministratorsDelete
– Administrators
- Lifecycle definitions – this area is broken down into the following sub-operations:
Add
– AdministratorsEdit
– AdministratorsDelete
– Administrators
- Delete Released – this area is broken down into the following sub-operations:
Delete revisions
– Administrators, ManagersDelete items
– Administrators, Managers
- Revision naming schemes – this area is broken down into the following sub-operations:
Add
– AdministratorsEdit
– AdministratorsDelete
– Administrators
- Release – this area is broken down into the following sub-operations, reflective of the various content types that can be released:
Component
– Administrators, CollaboratorFootprint
– Administrators, CollaboratorSymbol
– Administrators, CollaboratorPCB Fabrication Data
– Administrators, CollaboratorPCB Assembly Data
– Administrators, CollaboratorPCB Project Design
– Administrators, CollaboratorSchematic Template
– Administrators, CollaboratorManaged Schematic Sheet
– Administrators, CollaboratorOutputjob
– Administrators, CollaboratorSimulation Model
– Administrators, Collaborator3D Model
– Administrators, CollaboratorBinary File
– Administrators, CollaboratorReuse Block
– Administrators, CollaboratorComponent Template
– Administrators, CollaboratorPCB Snippet
– Administrators, CollaboratorDraftsman Sheet Template
– Administrators, CollaboratorLayerstack
– Administrators, CollaboratorProject Template
– Administrators, CollaboratorScript
– Administrators, CollaboratorSchematic Snippet
– Administrators, CollaboratorBOM Template
– Administrators, CollaboratorDraftsman Document Template
– Administrators, Collaborator
ID
This region is a list of the various permissions you have authorized. As you add, edit, or remove roles, users, etc., this region is updated automatically for the operation selected.
- Add – click to access a drop-down to select:
- Add Owner – click to add an owner, i.e. the person who created the initial Item.
- Add Collaborator – click to add a collaborator, i.e. a user who has edit rights for an Item/Revision.
- Add Role – opens the Search For Role dialog in which you can search for and add a role.
- Add User – opens Search For Users dialog to search for and add a user.
- Remove – click to remove the currently selected permission. A confirmation dialog appears before the removal occurs.
- Remove – click to remove the selected permission. A confirmation dialog appears before the removal occurs.