Activity 2: Create and manage a group

In this activity, you'll create several groups and add users to the groups in the hub. Then you'll assign the required workspace access along with an existing role to a group.

Prerequisites

Before you can complete this activity, you must:

• Complete Tutorial 1.
• Complete Activity 1 in this tutorial.

Steps

1. Familiarize yourself with roles and groups in the context of the Fusion Manage Extension.

   • See Administer hub members and roles and Organize members with groups for more information.

2. Access the hub administration.

   1. Option 1: In the top-right corner of the Fusion web client, click your profile and select Admin.

      

   2. Option 2: In the top-right corner of the Fusion Manage Extension site, click your profile and select Admin.

      

3. By default, all users invited to your hub are automatically added to the Everyone (System Group) group. This group has access to all workspaces with Editor capabilities by default. To enable you to be more granular with workspace access, you might consider removing certain workspaces or changing the selected roles for the Everyone group. For example, change all workspace access to the Viewer roles. In the PLM workspace access section:

   • Click the Roles drop-down list and select or deselect roles as desired.
   • Click the three dot menu beside a workspace and select Remove workspace to remove access to the workspace altogether.

4. Now that you have changed workspace access for the Everyone group, you can create additional groups to be more granular in who is granted workspace access. Create a group for your engineers.

   1. Open the Members and Groups tab.

   2. From the drop-down list in the top left, select Groups.

   3. Click Create group.

      

   4. Enter group name: ACME Engineering.

   5. Enter a group description: This is a group of engineers.

      

5. Assign workspace access along with the required PLM roles to the group.

   1. In the Add workspace access section, click to select all change managementworkspaces, then press Enter.

      

   2. In the table, click the Role drop-down beside each workspace to assign these PLM roles - Editor [Components], Editor [Drawings], Editor [Change Requests], Editor [Change Orders], Editor [Problem Reports], Editor [Change Tasks], Viewer [Change Approval Templates].

      

6. Add users to the new group.

   1. In the Add or invite group members section, click to selecting existing team members to the group. Enter email addresses of team members you want to invite to the hub. Then press Enter.

      

      Tip: You may find it useful to use test users here until you are ready to invite your team.

7. Click Create group.

   The new group is added to the alphabetically-sorted list of groups. Click the newly created group ACME Engineering. In the focus panel on the right, notice the workspace access along with the role and members that were added to this group. You can click the menu in the top-right corner of the panel to edit the group's name and description.

8. Repeat the above steps for a group for suppliers.

   1. Click Add group.

   2. Enter group name ACME Suppliers.

   3. Enter a group description This is a group of suppliers.

   4. In the Workspace Access section, select the Components workspace.

   5. Assign existing roles - Editor [Components], Editor [Drawings].

      Tip: You may want to create viewer roles for these workspaces instead.

   6. In the Members section, enter another email address of a member to add to this group.

   7. Click Create group.

      The new group is added to the alphabetically-sorted list of groups. Click the newly created group ACME Suppliers. In the focus panel on the right, notice the workspace access along with the role and member that was added to this group in the previous step.

Activity 2 summary

In this activity you created two groups, set workspace access and roles in the group, and assigned members to those groups.