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Admin User Account
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Managing Multiple Users Accounts
Users/Groups Dialog Box
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Folder and Workflow State Permissions
Assigning Folder Rights
Setting Caching Behavior
Permitting Users to See Private State Files
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Group Properties - Group Members
Group Properties - Administrative Permissions
Group Properties - Permissions per Folder Tab
Group Properties - Assigned Folder Permissions Tab
Group Properties - State Permissions Tab
Group Properties - Transition Permissions
Group Properties - Search Cards
Group Properties - BOM Permissions
Group Properties - Tasks
Group Properties - Template Permissions
Group Properties - Warnings Tab
Group Properties - Cache Options per Folder Tab
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Group Properties - General Properties
Group Properties - General Properties
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Group Properties - Administrative Permissions

Use the Administrative Permissions page to set the permissions that control the administrative tasks members of the group can perform.

To display this dialog box:

Expand the Groups node and double-click the group or right-click Groups and select New Group.

Administrative Permissions

Users inherit a combination of permissions from all groups to which they belong. Permissions assigned to users in the users' Properties dialog boxes overrule inherited group permissions.

The asterisks * in the table represent the permissions that are normally set for non-administrative users.

Permission Group members can:
Can accept tasks to execute on a host Access task host configuration from the menu displayed from the Enterprise PDM icon in the system tray.
Can administrate add-ins Add or modify custom API add-ins
Can administrate templates Add or modify templates
Can administrate users Manage users and groups and their access rights
Can create web shares Create web shares to the Enterprise PDM web server
Can purge history Delete the change history of available administrative tools
Can set/delete labels * Add or remove labels on files or folders
Can update card lists Add or modify central card-lists
Can update cold storage Add or modify cold storage schemas
Can update columns Add or modify Explorer, search, and BOM columns
Can update document categories Add or modify categories
Can update ERP Import/Export settings Add or modify the Data Import/Export rules
Can update indexing settings Modify the index server settings for full text content search
Can update item settings Modify the item number settings
Can update license keys Add new license key for the vault
Can update mail configuration Configure the message system settings
Can update report queries Add and modify reports used in the report generator
Can update revision numbers Add and modify revision numbers and components
Can update search favorites Save and modify search favorites in the search tool
Can update search forms Add and modify search cards with the card editor
Can update serial numbers Add and modify serial numbers
Can update task settings Add and modify tasks
Can update template forms Add and modify template cards with the card editor
Can update Toolbox settings Configure Enterprise PDM to manage the SOLIDWORKS Toolbox library
Can update variables Add and modify variables used in data cards and forms
Can update vault replication Modify the replication settings and schedule
Can update workflows Add and modify workflows
File vault management Modify vault properties and trigger vault deletion
May see Administration tool See link to the Administration tool in the Tools menu
Must enter state change comments * Must enter a comment in the change state dialog to perform the state change
Must enter version comments * Must enter a comment in the Check In dialog box to proceed checking in selected files
Password protected e-mail * Must enter a password when sending a manual notification to a colleague
Refuse login May not log in to this vault (user is still available in the vault, but cannot log in)


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