Activity: Create and assign a PLM role to a group

Fusion Manage

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Roles control what you see and do in Fusion Manage. Permissions in a role determine which workspace and tabs you can access. They also control what actions you can perform. Roles are assigned to groups. When someone joins a group, they inherit the group's role permissions. See Security for more information.

For example, users need specific permissions to see the Relationships tab in Components and Drawings workspaces. You must add view and edit permissions for the Relationships tab to a role. In this activity, you'll create new roles with these permissions.

Prerequisites

Before you can complete this activity, you should complete Tutorial 2 Activity 1 so that you have relationships set up between the Components** and Drawings workspaces.

Steps

Access the hub administration using one of these methods:
1. Option 1: In the top-right corner of the Fusion web client, click your profile. Select Admin.
2. Option 2: In the top-right corner of the Fusion Manage site, click your profile. Select Admin.
Create a new role with permissions for the Relationships tab in the Components workspace.
1. In the hub administration, open the Groups tab.
2. Click an existing group that has access to at least one workspace.
3. In the PLM Workspace Access section, click the three dots menu next to the workspace. Select Manage roles.
  
  This opens the Fusion Manage PLM Roles page in the Fusion Manage site.
4. Click New Role.
5. Enter a Name for the role: Additional Tabs [Components].
6. In the Workspace drop-down list, select the Components workspace.
7. Click Create Role and Add Permissions.
8. Add all the permissions under the Relationships section.
  
  In the list box on the left, scroll to the Relationships section and double-click the permission to add OR select the permission and click the right-arrow button.
  
  Note: If you'd like to add permissions for the Attachments tab as well, you may do so now.
9. Click Save.
Create a new role with permissions for the Relationships tab in the Drawings workspace.
1. From the main menu, navigate to PLM Roles page.
2. Click the New Role icon.
3. Enter a Name for the role: Additional Tabs [Drawings].
4. In the Workspace drop-down list, select the name of the workspace the role applies to ie. Drawings.
5. Click Create Role and Add Permissions.
6. Add all the permissions under the Relationships section.
  
  Note: If you'd like to add permissions for the Attachments tab as well, you may do so now.
7. Click Save.
Add the new roles to an existing group that already has access to the Components and Drawings workspaces. Add yourself to the group so that you can experience the results of this new role.
1. Return to the main dashboard.
2. From your Profile menu, click Admin.
3. Click the Groups tab.
4. Click the existing group.
5. In the group focus panel, in the PLM Workspace Access section, click the roles drop-down beside the Components workspace and select the newly created PLM role: Additional Tabs [Components].
6. Repeat for the Drawings workspace selecting Additional Tabs [Drawings].
7. Click the group again to confirm the roles that have been added to the group.
8. Add yourself to the group. See Activity 2 if you are unsure how to do this.
Confirm that you are able to view and add relationships in the Components workspace.
1. From the navigation menu, select Workspaces > Design and Engineering > Components.
2. Open any item.
3. From the Relationships tab, click Add.
4. Click the drop-down in the top-left corner.
  
  Notice that you can select items from the Drawings workspaces. However, you may not have any drawing items yet to select.
5. Click Cancel.