Group Properties - General Properties

Contents

• Group Properties - Group Members
  

  Use the Group Members page to add existing Enterprise PDM users to this group. A user can belong to multiple groups.

• Group Properties - Administrative Permissions
  

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

• 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.

• Group Properties - Assigned Folder Permissions Tab
  

  Use the Assigned Folder Permissions tab of the Folder Permissions page to view and assign folder permissions for group members. You can also use the Permissions per Folder tab for the same purpose.

• Group Properties - State Permissions Tab
  

  Use the State Permissions tab to assign state permissions for the members of the group. You can also use the workflow editor to assign these permissions.

• Group Properties - Transition Permissions
  

  Use the Transition Permissions page to assign the transition permissions between workflow states for the group members. You can also use the workflow editor to assign these permissions.

• Group Properties - Search Cards
  

  Use the Search Cards page to set the group's access to the vault search cards.

• Group Properties - BOM Permissions
  

  Use the BOM Permissions page to set group access to BOMs defined for the vault.

• Group Properties - Tasks
  

  Use the Tasks page to set the group's access to tasks.

• Group Properties - Template Permissions
  

  Use the Template Permissions page to set group access to vault templates.

• Group Properties - Warnings Tab
  

  Use the Warnings tab to specify conditions that will block check in, check out, change state, and increment revision operations.

• Group Properties - Cache Options per Folder Tab
  

  Use the Cache Options per Folder tab of the Cache Options page to control how the Enterprise PDM software clears or refreshes the local caches of group members for designated folders. You can also use the Assigned Cache Options tab to view and modify cache options.

• Group Properties - Assigned Cache Options
  

  Use the Assigned Cache Options tab of the Cache Options page to view and assign cache options for group members. You can also use the Cache Options per Folder tab for the same purpose.

• Group Properties - Copy Tree Exclude Folders
  

  Use the Exclude Folders tab of the Properties page to exclude groups from copying files from selected folders. This prevents standard part libraries and other common components from being copied mistakenly.

• Group Properties - Copy Tree Excluded Folders
  

  Use the Excluded Folders tab of the Properties page to view the excluded folders for groups.

• Group Properties - General Properties
  

  Use the Group Properties dialog box to manage groups and their rights in the Enterprise PDM vault.

• Add Group Member Dialog Box
  

  Use the Add Group Member dialog box to add existing users to the group.