3.2 Groups

“Groups” in 4G:PLM is a collection of settings that define what the system itself will look like and how it will behave for a defined group of users. For example, the users who are part of the “Administrators” group will have the privileges to view and create, or edit, any object, user, parts, system settings, etc. On the other hand, users in the “User” group will have limited access to system configuration. They will be allowed to view, and in some cases won’t be able to edit or create, only the functions defined by the Administrators. 

The Manage Groups interface provides Administrators, and for some users, to manage groups. Administrators can create new groups, remove groups, add members to groups and add roles for groups.

Creating Groups and Adding Members

You can create new Groups in 4G:PLM. You can also define their limitations and access.

To create a new Group:

       I.          Go to “Admin” menu

     II.          Select “Groups”

    III.          The Manage Groups dialog will appear

Figure 3.9: Create New Group Dialog

    IV.          Click “New”

     V.          Create a New Group will appear, Give a GroupName and Description

    VI.          Click “Create group” button

  VII.          The property window for the “Group” will open

Figure 3.10: Manage Groups – Groups Information Tab

Figure 3.11: Mange Groups – Group Roles Tab

 

In the new “Group” window, you can add user(s) to a group, or groups. To add a user to a group:

VIII.          In the Manage Group window, click the “Add” button to add new members to the group.

    IX.          Select the member(s) from the list, in the “Add Members” dialog

      X.          And click the “Add” button

Modifying and Deleting Groups

An administrator can make changes to the group.  He/she can add more members to that group later. An administrator can also delete a group.

To edit a Group:

       I.          Go to “Admin”

     II.          Select “Groups”

    III.          From the “Manage Groups” dialog, select the group that you want to work on

    IV.          Click the “Select” button

     V.          From the “Manage Group” window, you can change/add the Name of the Group, the Description

    VI.          To add more members to the Group click the “Add” button

  VII.          To remove a member from the Group:

a.      Select the member

b.      Click the “Remove” button