Manage Roles and Permissions

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. When more than one role is assigned, the permission set is the union of the roles, extending the permissions of the user or group.

Learn about Autodesk Vault Roles

Refer to the following table for more information about the Roles available in Autodesk Vault.

Role

Details

Administrator

Full privileges within to all folders all the time and administrative privileges on the server, including ERP and Job Server rights.

Change Order Editor Level 1
Note: Available in Autodesk Vault Professional.

Create, edit, participate, and read change orders.

Note: These permissions previously existed in the Item Editor Level 1 & 2, Item Reviewer, and ERP Manager roles and have been removed so that only the Change Order Editor and Administrators can create or largely modify change orders. Upon migration, all users assigned Item Editor, Item Reviewer, and ERP Manager roles will also be assigned the Change Order Editor role.
Change Order Editor Level 2
Note: Available in Autodesk Vault Professional.

Any user with the Change Order Editor Level 2 or Administrator roles will be able to Add or Remove from an ECO in Approved status. The existing Add and Remove buttons, and the Add Related right click menu will be enabled on the Records tab for ECOs in Approved status.

Content Center Administrator

Full privileges within the Content Center, and library management privileges on the server (within the server console). These privileges include create, delete, import, export, and defragment libraries. This role does not apply to Civil 3D users.

Content Center Editor

Full privileges within the Content Center, but no administrative privileges on the server (within the server console). This role does not apply to Civil 3D users.

Custom Object Consumer
Note: Available in Autodesk Vault Professional.

Read-only access to Custom Objects only.

Custom Object Editor Level 1
Note: Available in Autodesk Vault Professional.

Basic Custom Object adding and editing privileges within the vault, and add/remove Custom Object user-defined properties privileges. Cannot delete Custom Objects. Does not have administrative privileges on the server.

Custom Object Editor Level 2
Note: Available in Autodesk Vault Professional.

Full privileges within the vault, as well as add/remove Custom Object user-defined properties. Does not have administrative privileges on the server.

Custom Object Manager Level 1
Note: Available in Autodesk Vault Professional.

Privileges to change category, lifecycle, and revision assignments, and to edit user-defined properties.

Custom Object Manager Level 2
Note: Available in Autodesk Vault Professional.

Full file behavior management privileges within Autodesk Vault, including the ability to add, remove, and edit user-defined properties. This role does not have the ability to create behavior definitions.

Document Consumer
Note:

Available in Autodesk Vault Workgroup, Collaboration, and Professional.

Read-only access to files and folders only, including the job server queue.

Document Editor Level 1
Note:

Available in Autodesk Vault Workgroup, Collaboration, and Professional.

Basic file adding and editing privileges within the vault, also add/remove file and folder user-defined properties, but cannot delete files and folders. No administrative privileges on the server.

Document Editor Level 2
Note:

Available in Autodesk Vault Workgroup, Collaboration, and Professional.

Full privileges within the vault, also add/remove file and folder user-defined properties, but no administrative privileges on the server.

Document Manager Level 1
Note:

Available in Autodesk Vault Workgroup, Collaboration, and Professional.

The privileges to change category, lifecycle, and revision assignments, and to edit user-defined properties.

Document Manager Level 2

Note:

Available in Autodesk Vault Workgroup, Collaboration, and Professional.

Full file, folder, and custom object behavior management privileges within Autodesk Vault, including the ability to add, remove, and edit user-defined properties. This role does not have the ability to create behavior definitions.

ERP Manager (Autodesk Vault Professional only)

Performs ERP tasks:

  • Configure and manage the MSMQ DWF queue settings
  • Import ERP: Import an item from an ERP system into Professional
  • Export ERP: Export items for use with an ERP system.

Item Editor Level 1 (Autodesk Vault Professional only)

Basic file and item privileges within Professional, but cannot delete files, folders, or items. No administrative privileges on the server.

Item Editor Level 2 (Autodesk Vault Professional only)

Full privileges within Professional except for change orders. No administrative privileges on the server.

Item Reviewer (Autodesk Vault Professional only)

Read-only access to items, files, and folders.

Assign Roles

View the Available Roles and the Associated Permissions

  1. Select Tools  Administration  Global Settings.
  2. In the Global Settings dialog, select the Security tab.
  3. Click Roles.
  4. From the Select Role drop-down list, select a role. The permissions associated with the selected role are listed.
  5. Click Close.

Assign Roles to Users

  1. Select Tools  Administration Global Settings.
  2. In the Global Settings dialog box, select the Security tab, and then click Users.
  3. To assign roles to a user for the first time, click New User.
  4. In the New User dialog box, click Roles.
  5. In the Roles dialog box, select one or more roles, then click OK.
  6. To edit the role of a user, double-click a user profile in the User Management dialog box.
  7. In the Edit User dialog box, click Roles.
  8. In the Roles dialog box, select or cancel the selection of one or more roles, and then click OK.
Note: The Content Center Administrator and Content Center Editor roles are specific to Content Center and should not be altered.