Edit Lifecycle State Security

Note: This feature is available only in Autodesk Vault Workgroup, Collaboration, and Professional editions, and can be used with files, folders, and custom objects.

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: 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.

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 then 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

Add 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 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 then 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.

Parent topic: Lifecycle Definition Administration