Edit Lifecycle State Security

Control which members and groups can read, modify, or delete an object assigned to a state from the Security tab of the Lifecycle Definition dialog box.

Note: This feature is available in Autodesk Vault Workgroup and Professional.

Using State-Based Security

There are three ways to define the security of an object. They are role-based security, object-based security, and state-based security. If an object has no security defined, then security is determined by role. State-based security overrides object-based security. If the object has no security, then the permissions are defined by role.

Define State-Based Security

Access Security for a Lifecycle State

1. Click Tools  Administration Vault Settings.
2. In the Vault Settings dialog box click the Behaviors tab  Lifecycles.
3. In the Lifecycle Definition dialog box, select the name of the life cycle definition and click Edit. The selected definition name appears in the title bar.
4. Select the state for which you want to define security.
5. Select the Security tab to display the current security settings for that state.

Disable State-Based Security

• Click No state-based security if you don't want to assign security for the state. Security is determined by the permissions assigned to the object.

Add a Member or Group Permission to a Lifecycle State

1. On the Security tab, clear the No state-based security check box if it is selected.
2. Click Add.
3. In the Add Members dialog box, select the member or group from the Available Members list, and then click Add. The selected name is moved to the Current Members list.
   Note: Filter the Available Members list by selecting a qualifier from the Select Members From list.

   From the Current Members list, select one or more members, and then click Remove to modify the current members list.

4. Click OK.

Remove a Member from a Lifecycle State

1. In the Lifecycle Definition dialog box, select the state from the Lifecycle States list.
2. On the Security tab, select the member or group and click Remove.
3. Click OK.

Edit Member or Group Permissions

1. In the Lifecycle Definition dialog box, select the state from the Lifecycle States list.
2. On the Security tab, select the member or group to edit.
3. In the Permissions box, enable or disable the Allow and Deny check boxes for each permission.

   Permission	Access
   Read	Allow-States can be viewed. Deny-States cannot be viewed. If a member is denied read access then they are not allowed Modify or Delete access either. None-State can be viewed.
   Modify	Allow-States can be modified. Deny-State cannot be modified. None-State can be modified.
   Delete	Allow-State can be deleted Deny-State cannot be deleted. None-State can be deleted.

   For example, for Read-only access, select the Allow check box for Read, and the Deny check box for Modify and Delete.

4. Click OK to save the changes and close the dialog.

Note: Vault 2015 R2 users also have the option of configuring security for files associated with items. See Edit Lifecycle State Security for Files Associated with Items for more information.