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Deleting a User Account
Changing a User Account Password
Delegating Management of User Account and Group Permissions
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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Managing Multiple Groups
Users/Groups Dialog Box
Collapse Group Properties - General PropertiesGroup Properties - General Properties
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
Group Properties - Assigned Cache Options
Group Properties - Copy Tree Exclude Folders
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Group Properties - General Properties
Group Properties - General Properties
Add Group Member Dialog Box
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Group Properties - Permissions per Folder Tab

Use the Permissions per Folder tab of the Folder Permissions page to give group members permissions to specific folders. You can also use the Assigned Folder Permissions tab to view and modify folder permissions.

To access this tab:

  1. Display a group's Properties dialog box, by expanding the Groups node and double-clicking the group or right-clicking Groups and selecting New Group.
  2. In the left pane, click Folder Permissions.

Folders

All vault folders are listed in the tree.

Select a folder to which you want to assign permissions. Expand folders to assign permissions for subfolders.

Permissions

Use the check boxes to assign or remove folder permissions.

When you give group members permissions to a folder, all subfolders inherit those same permissions until they are explicitly removed in a subfolder. From that point, its subfolders inherit the removed permission.

Permission

Group members can:

Activate computed BOM

Activate computed BOMs of files in the selected folder so that they are visible in the Bill of Material Explorer view. This permission is not applicable to items so is unavailable for item folders.

Add or rename file

Add or rename a file or subfolder in the selected folder.

Add or rename folder

Add new subfolders or rename existing subfolders in the selected folder.

Assign file permissions

Modify other users permissions to access the files in a vault folder.

Assign group membership

Give individual users group access to the selected vault folder.

Can update the design of cards

Add and modify data card layouts for files and folders in the selected folder (note that this only applies to modifying card layout using the card editor).

Check out file

Check out a file for modification in the selected folder.

Delete file

Delete or move files in the selected folder.

A deleted file is moved to the Enterprise PDM recycle bin.
To delete a file, the user must also have delete permission in the workflow states the file has been in.
Delete folder Delete subfolders in the selected folder.

Destroy

Purge deleted files from the Deleted Items tab in the folder properties.

The user can bypass the Enterprise PDM recycle bin by pressing Shift while deleting the file.
To destroy a file, the user must also have destroy permission in the workflow states the file has been in.

Edit folder data card

Update variable values in folder card of the selected folder.

Edit version free variable data

Update version free variable values on data cards of files in the selected folder and workflow state.

Increment revision of a file

Manually increment revisions of files in the selected folder if the workflow has been configured to user revisions.

May see files before initial check in (Private State) See files added but not checked in to the vault by other users.
The details of the file appear in italics in the Windows Explorer file view and search results. Users cannot perform any actions on private state files.
Move file Move files in the selected folder.
Move folder Move subfolders in the selected folder.

Permit or deny group-level access to files

Set group permissions on a selected file. Group-level access to items is not supported so this permission is unavailable for item folders.

For a file in this folder, a user with this permission can use the File Permissions tab in the Properties dialog box to select groups that will have file-level access. Only users who are in the selected groups and have the appropriate folder and workflow state permissions will be able to access the file. Users who are not in the group will not see the file regardless of their folder and state permissions.

Read file contents

See a file in the selected folder.

Read named bill of materials

Select named BOMs for files in the selected folder.

Recover files from recycle bin

Recover files (that have previously been deleted) from the Deleted Items tab in the folder properties.

Restore file from cold storage Recover files that have been archived in cold storage.
If the cold storage schema specifies files for deletion, the files cannot be restored.

Rollback

Use the Rollback command in the file History dialog box. When you perform a rollback operation, you are prompted to add a comment that will appear in the file's history.

Rollback is not supported for items so this permission is unavailable for item folders.

See computed BOM

Select computed BOMs for files in the selected folder.

Share file to another folder

Use the Share feature on a file in the selected folder. Sharing items is not supported so this permission is unavailable for item folders.

Show working versions of files

See both working versions and revisions of files.

This permission must be set together with Read file contents to see a file that has no revision set (or if revisions are not being used).


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