4.1.5. User-Role concept

4.1. Introduction 4.1.5. User-Role concept
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Integral part of the user-role concept is a rights administration for users and roles in order to control part selection.

In the following you can find a listing of functions of the PARTdataManager user interface, which can be adjusted for each single user and role:

Display of different buttons in the ERP toolbar

Function

Authenticate/switch users:

If there are several roles, after confirming with OK, the dialog box Select role is opened.

Select group :

If several roles are available for a certain user, then a button for calling the respective dialog box is displayed.

Function

Launch PARTlinkManager

Special right for administration
Function

Request ERP number per e-mail

If export to CAD is not allowed then the part can be requested, e.g. at the standardization department.
Function

Add dataset to link database

At this place a deep integration in SAP is also possible.

Function

Preferred rows on/off :

There is a adjustable preferred rows definition behind.

For example, only the purchasing department can see the column for prices, designer A can see all parts, designer B can only see parts which have been released for a certain project, etc.

Preferred rows definition could be "Only show rows which have an ERP_PDM_NUMBER".

Restriction of displayed columns in the table
Restriction of displayed datasets in the table
General or user/role dependent Export restriction for lines using user defined conditions
Automatically resulting is a restriction of parts diversity, because the designer can only use parts with existing ERP_PDM_NUMBER.
The following shows an example for the so-called status light, which controls the Export restriction.
With parts with ERP number and "Requested status" not Expired the status light shows green.
With parts with ERP number and "Requested status" Expired the status light shows yellow.
With all other the status light is on red.
With green and yellow the respective parts can be exported to the CAD system; with red they cannot!

Any condition is definable for the Export restriction. Colors and forms are configurable user-defined as well.

Color directories and projects in the catalog index
For example, only green directories contain parts which have an ERP_PDM_NUMBER.
Orange directories could contain standard parts for example.

Example 1

Example 2

Details on configuration possibilities can be found under Section 4.7, “Setup ERP environment ”.

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4.1.4.2.4. New installation of parts using an ERP Interface	Home	4.1.6. Support of company-internal workflows