Definition of groups, users and profiles

To access groups, users and profiles:  Make a choice from the Security menu.

Basic principles:

Security ensures confidentiality and the protection of data by assigning access rights to groups and users.

• User: an individual within a company identified by their Login name, Surname and First name and email address.
• Group: a group of users by geographical location or organization identified by their Name and description.
• Profile: a group of users according to their skills.

For these 3 families, it is possible to filter their content in two ways:

• The expertmode containing all groups, users and profiles and the simple mode with limited content. This mode is available in Set-up >Preferences > Security. To switch to simple mode, uncheck Expert mode (see the Set-up ) .

Groups, users and profiles initialization principle:

All the  groups, users and profiles and their parameters can be created via an Excel file. To initialize the  configuration, you need to:

1. Generate an Excel template file based on examples that you put in an initialization folder (Security > Create Exel Security Template File…),
2. Modify this file with your own data,
3. Load this file into the PLM Manager (Security > Load Excel Security File…)

To get details on the Excel file content, refer to the Users_access_rights_configuration_Manual document

Groups, Users and Profiles box:

The list of Groups, Users or Profiles names is ordered alphabetically.

Note about Groups:

In the list, each group name is preceded by an icon which appears in two ways:

• indicates that the group is not protected.
• indicates that the group is protected, it can be used but you cannot assign it a "Parent" or Profiles, you can, however, assign it "Children" and Users.

Note about Users:

In the list, each user name is preceded by an icon which appears in two ways:

• indicates that the user is not protected.
• indicates that the user is protected, it can be used but you cannot add it to a group or a profile.

Group edit box:

This box enables you to:

• assign the current group 1 to another group as a "child" or "parent" ( Children groups and Parents groups 2 tab),

• assign users and profiles (Users and Profiles2 tab) to current group1

The box is divided into two parts: on the left 3 are all the Groups, Users and Profiles available, according to the active tab 2 and on the right 4 the list of groups belonging to the current group.

Under the name of the current group are the Parents groups, Children groups, Users and Profiles tabs.

The button    5 saves the data.

User edit box:

This box enables you to:

• define the characteristics 1 for a User. The Password and Confirm password fields must be completed. If the Enabled checkbox is unchecked, the User is rendered inactive.
• assign 2 a user to one or more Groups and/or Profiles.
• to assign 2 lookup values to the current user by checking the wanted attributes in the Classification tab. Lookup values are defined in Classification > Affect Lookup Values in the Users entity (see Apply classification attributes to objects and users).This information can also be found in the Classification of the User profile in the PLM application (see User menu of the main page).

The button    3 saves the data.

Profile edit box:

This box enables you to:

• define the Privileges 1 for a Profile by Name and Value. The menu 2 enables you to add and delete privileges.

The button    3 saves the data.

Group or user allocation procedure (edit):

1. In the Groups tab, in the list box, click the name .
2. In the edit box, select the Children groups, Parents groups, Users or Profiles tab (depending on the mode : simple or expert) according to the allocation you have chosen.
3. In the left list, select the name you wish to allocate then click the symbol. The name is transferred to the right list.

• You can use the Shift key on the keyboard to select adjacent names or Ctrl to select non adjacent names.
• remove the selected name from the right list.

4. Click on to save your allocation .

Add a group, user or profile

1. Select the corresponding tab.
2. Click the Add icon or or according to the active tab.
3. In the edit box, a blank page data is displayed with New Grup or New User or New Profile displayed in the tab.

3. Enter the Name and for a new Profile select the Name Space.

For a user:

5. Enter the different fields. The Password is mandatory.

For a profile:

5. In the right menu, click on New then enter the Name and the Value.
6. For these 3 types, save by clicking on .

Delete a group, user or profile

• In the list box, right click the name to delete then select Delete.