Create a custom role

You can create a custom role to allow groups permission to view and use items you specify in Fusion Manage Extension.

Add a Role

1. From the Dashboard menu , click PLM Roles.
2. Click New Role.
3. Enter a Name for the role. For example, to create a role for viewing and editing items in a Customers workspace, enter Editor [Customers]. A Description is optional.
4. In the Workspace drop-down list, select the name of the workspace the role applies to (for example, Customers).
5. Click Create Role and Add Permissions.
6. Add permissions to the role as shown in the next section.

Add Permissions to the Role

The next step after creating a new role is adding permissions to it through the Managing Permissions for Role page. The list box on the left contains all permissions available in Fusion Manage, categorized by functional area. The list box on the left is blank and is where you add the permissions you want to include in the role.

1. In the list box on the left, double-click the permission you want to add OR select the permission and click the right-arrow button.
2. Click Save.