Workspace permissions control the functions a user can perform on the items in a given workspace. These permissions are set up by default on your Fusion Manage site and are categorized by functional area.
| Permission Category / Name | Description |
|---|---|
| Action Notification | |
| Add Action Notification | Create new rows in the Action Notifications tab |
| Delete Action Notification | Delete rows from the Action Notifications tab |
| Edit Action Notification | Edit contents in the Action Notifications tab |
| View Action Notification | View the Action Notifications tab and its contents |
| Attachments | |
| Add Attachments | Create new Attachments in the Attachments tab |
| Delete Attachments | Delete Attachments from the Attachments tab |
| Edit Attachments | Check out or check in Attachments in the Attachments tab |
| Download Attachments | Download attachments, only applicable to the Modern interface and v3/v1API calls |
| View Attachment History | Access the list of historical Attachments and download previous versions |
| View Attachments | View the Attachments tab and its contents |
| Bill of Materials | |
| Add to BOM | Create new rows in the Bill of Materials tab |
| Delete from BOM | Delete rows from the Bill of Materials tab |
| Edit BOM | Edit contents in the Bill of Materials tab |
| Perform BOM Redlining | Display the Redline functionality so that BOMs may be compared to previous revisions and redlined |
| View BOM | View the Bill of Materials tab and its contents |
| View Costs in BOM | Display the Cost column in the Bill of Materials tab (costs can be edited with the Edit BOM permission) |
| View Where Used | View the Where Used tab (nested BOM implosion) and its contents |
| Grid | |
| Add to Grid | Add new rows in the Grid tab |
| Delete from Grid | Delete rows from the Grid tab |
| Edit Grid | Edit contents in the Grid tab |
| View Grid | View the Grid tab and its contents |
| Managed Items | |
| Add Managed Items | Add items to the Managed Items tab |
| Delete Managed Items | Delete items in the Managed Items tab |
| Edit Managed Items | Edit content in the Managed Items tab |
| View Managed Items | View the Managed Items tab showing items that are linked to a workflow item |
| Milestones | |
| Add Milestones | Add new Milestones in the Milestones tab |
| Delete Milestones | Delete Milestones from the Milestones tab |
| Edit Milestones | Edit Milestones in the Milestones tab |
| View Milestones | View the Milestones tab and its contents |
| Project Management | |
| Add Project Items | Add new Project Items in the Project Management tab |
| Delete Project Items | Delete Project Items from the Project Management tab |
| Edit Project Items | Edit Project Items in the Project Management tab |
| View Project Management | View the Project Management tab and its contents |
| Relationships | |
| Add Relationships | Add new Relationships in the Relationships tab |
| Delete Relationships | Delete Relationships from the Relationships tab |
| Edit Relationships | Edit Relationships in the Relationships tab |
| View Relationships | View the Relationships tab and its contents |
| Sourcing | |
| Add Quotes | Add new Quotes to a Supplier in the Sourcing tab |
| Add Suppliers | Add a new Supplier in the Sourcing tab |
| Change Default Cost for Item | Select the Sourcing Quote used in the BOM for costing |
| Delete Quote | Delete Quotes from the Sourcing tab |
| Delete Supplier | Delete Suppliers and associated Quotes from the Sourcing tab |
| Edit Quotes | Edit Quotes in the Sourcing tab |
| Edit Suppliers | Edit Suppliers in the Sourcing tab |
| View Sourcing | View the Sourcing tab and its contents |
| Special Permissions **Recommended for Administrators only or for users whose roles require them to have special access | |
| Admin Override Workflow Locks | Override the locks imposed by Workflow to allow editing workspace items after lock state is reached |
| Admin Undo Workflow Step | Roll back the last transition performed in a workflow |
| Administer Users | Manage Users, Groups, Roles, and Permissions **Users assigned this permission can change their own permissions as well as the permissions of other users, and they can edit and delete other users. Assign this permission with care. |
| Change Ownership | Change the Owners of workspace items and add or remove Additional Owners |
| Override Revision Control Locks | Override the locks imposed by Revision Control to allow editing latest releases and superseded revisions of revision-controlled items ** Assign this permission with care. For guidelines on safe use, see Best Practices. |
| Run Imports | Create, edit, and run Import Projects |
| Setup Administration | Perform all Administration Setup tasks |
| Share Reports | Share Private Reports with other Users and Groups |
| View Owner and Change Summary Section | View the Owner and Change Summary Section in the Items Details tab |
| Supplied Items | |
| View Supplied Items | View the Supplied Items list in a Supplier Workspace |
| Workflow | |
| View Workflow | View the Workflow Actions tab |
| View Associated Workflow | View the Workflow tab showing workflow records that are linked to an item |
| Workspace | |
| Add Items | Add new Workspace Items |
| Delete Items | Delete Workspace Items |
| Edit Items | Edit Workspace Items |
| Track Item Views | Add an entry in the Change Log tab when viewing a Workspace Item |
| View Change Log | View the Change Log tab and its contents |
| View Historical Item Releases | View superseded revisions and releases of revision-controlled Workspace Items |
| View Items | View the Item Details and other workspace tabs and their contents **Users must have this permission before they can have any other workspace permission |
| View Records Owned by Others | View Workspace Items when not the Primary Owner or an Additional Owner **Users must have this permission to have access to items created by other users |
| View Working Version | View the Working Version of a revision-controlled Workspace Item (displayed with a *) |