Setting Global Operation Permissions for a Workspace from Altium NEXUS

Parent page: Workspace Configuration

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

Access

Permissions are defined and managed from within Altium NEXUS, 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 Workspace 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.

Setup global operating permissions for your connected Workspace through the Edit Operation Permissions dialog – accessed as part of your Altium NEXUS preferences.
Shown here is accessing the dialog for a connected Altium 365 Workspace. Hover the cursor over the image to see accessing the dialog for a connected NEXUS Server Workspace.

Default Settings

Permissions for Workspace 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 Workspace operations:

• 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 – Administrators
  • Edit – Administrators
  • Delete – Administrators
• 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 – Administrators, 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 content 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
  • 3D Model – Administrators, Collaborator
  • Binary File – Administrators, Collaborator
  • Reuse Block – Administrators, Collaborator
  • Component Template – Administrators, Collaborator
  • PCB Snippet – Administrators, Collaborator
  • Draftsman Sheet Template – Administrators, Collaborator
  • Layerstack – Administrators, Collaborator
  • Project Template – Administrators, Collaborator
  • Script – Administrators, Collaborator
  • Schematic Snippet – Administrators, Collaborator
  • BOM Template – Administrators, Collaborator
  • Draftsman Document Template – Administrators, Collaborator

Managing Operational Permissions

To add a new entity (assign permissions) for a particular Workspace 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.

To remove an entity (remove permissions) for a particular Workspace 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.

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