Manage Roles

Create, edit, copy, or delete roles.

The Autodesk Vault server is a secure database. A user must have an account to access data and must be assigned appropriate user permissions. Permissions are assigned based on roles. Roles determine whether or not a user can administer the vaults, create folders, add and delete files, or get data. When more than one role is assigned, the permission set is the union of the roles, extending the permissions of the user or group. Administrators can create custom roles and assign specific permissions to those roles.

For an overview of available roles, or to create, edit, copy, or delete roles, open the Role Management dialog box.

• Click Tools menu > Administration > Global Settings > Security tab > Manage Roles.

View Roles and Permissions

1. The permissions associated with each role are listed.

   Click Close.

Create a Role

1. Click New Role on the Roles Management dialog box.
2. Enter a name and an optional description for the user-defined role.
3. Define the role's permissions by adding from the list of available permissions.
   Note: Enter a Search value to filter the Available Permissions and Selected Permissions.
4. Click OK.

Copy a Role

1. Select the role that you want to copy and click Copy.
2. Edit the role's name and description as needed.
3. Adjust the role's permissions by adding from the list of available permissions and removing from the list of selected permissions.
   Note: Enter a Search value to filter the Available Permissions and Selected Permissions.
4. Click OK.

Edit a Role

1. Do one of the following:
   • Select the role that you want to change and click Edit.
   • Double-click the role that you want to edit.
2. Edit the role's name and description as needed.
3. Adjust the role's permissions by adding from the list of available permissions and removing from the list of selected permissions.
   Note: Enter a Search value to filter the Available Permissions and Selected Permissions.
4. Click OK.

Delete a Role

1. Select the role that you want to remove and click Delete.
2. Click Yes to confirm.