Chapter 3: Users, Group, Roles and Permissions

This chapter introduces the Advance Users, or Administrators, to create user, groups, roles and permissions:

§ User Management Interface

§ Group Management Interface

§ Role Management Interface

§ Permission Management Interface

3.1 Users

A “User” is someone who accesses 4G:PLM. All activities in 4G:PLM must occur in the context of a user. Each user has rights that allow him to perform certain actions. Also, the user name is recorded for purposes of auditing in a number of locations.

The Administrator should be able to modify users. Among other things, the user MUST have a password, and various information, such as name, e-mail and phone number, should be available.

The Manage Users interface provides users to manage user accounts.

Create New User

To create a new User, in 4G:PLM,:

       I.          Go to “Admin” on the menu bar

     II.          Select “Create User

Figure 3.1: Create User Menu

    III.           A dialog will pop asking for the User’s details, give:

·        A username

·        A password

·        Confirm the password

·        Email

Figure 3.2: New User Dialog

    IV.          A new window will open. Give more details, if necessary, like:

·        First Name

·        Last Name

·        Username (Already given, if needed, can be edited from here)

·        Password Options

·        User Status (Active/Inactive)

·        Email

·        Unit

·        Manager

Figure 3.3: New User Window

     V.          After you have given the details of the user, click the  Button to save the newly created user in to the system.

 

NOTE

In the User window, you will see there are two more tabs named “User Groups” and “User Roles”. Those will be explained  later  in this manual.

 

Modifying & Deleting Existing Users

The active/inactive users which exist in the system can also be modified later. Administrators can also define the group the user is assigned to from the User Window and can also define that user’s role . Administrators can also delete a users.

To make Changes to an existing user:

       I.          Go to the “Admin” menu on the menu bar

     II.          Select “Users

 

Figure 3.4: User Menu

    III.          A dialog will appear with the existing users list

Figure 3.5: User Selection Dialog

    IV.          Select the user you want to make changes to

     V.          Click “Select” button

    VI.          The user’s property window will open

Figure 3.6: User Property Window

  VII.          Change or add as needed

VIII.          Click the  Button to save the changes

To Delete an existing user,

       I.          Go to the “Admin” menu on the menu bar

     II.          Select “Users

 

Figure 3.7: User Menu

    III.          A dialog will appear with the existing users list

Figure 3.8: User Selection Dialog

    IV.          Select the user you want to delete from the system

     V.          Click the “Remove” button

    VI.          You will be prompted with a confirmation, select “Yes