SolidWorks® Administration Bible

Chapter 23. Establishing Permissions and Managing Toolbox

IN THIS CHAPTER

• Designating users and groups

• Creating a project folder scheme

• Establishing lifecycle status levels

• Allocating permissions

• Working within Toolbox and Workgroup PDM

• Setting up libraries inside the Workgroup PDM vault

Along with managing your project folders, establishing how you will handle users, groups, permissions, and lifecycle are very important task. These issues are intertwined, and your approach in one area affects the other areas as well.

As Administrator, you assign permissions for users to access data in project folders to either individuals or groups. You can also assign permissions to groups based on lifecycle status in addition to project folders. Lifecycle can be complicated, and changing your mind on how you implement it when the vault is already populated can cause difficulties.

Assigning Users and Groups

When you start putting together your first vault, you need to imagine all the possible roles to which you might need to assign different types of permissions. For example, SolidWorks users are a definite group, along with Administrators, but you might also need to give vault permissions to documentation personnel. Managers might also need a special level of permissions. The permissions you can assign are read only, read /write, and no access. When you get to the Lifecycle tab, you will also be able to assign permission to users or groups to change lifecycle status or allow access to documents based on ...