4.1. Introduction
4.1.5. User-Role concept
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4.1.5. User-Role concept

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

Below you will find a list of user interface functions PARTdataManager User interface functions that can be customized for individual role sets/roles:

  • Display of different buttons in the ERP toolbar

    •  

      Function

      Authenticate/change user [Authenticate/switch users]:

      If several roles are configured, the Select role dialog box appears after confirming with OK.

      Select group :

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

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      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 [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.

      A preferred series could be defined to display only those rows that have an ERP_PDM_NUMBER.

  • Restriction of displayed columns in the table

  • Restriction of displayed datasets in the table

  • Basic or user/role-dependent export restriction [Export restriction] for rows by means of freely definable conditions.

    This automatically results in a restriction on the variety of parts, as the designer may not install any parts without ERP_PDM_NUMBER, for example.

    The following shows an example for the so-called status light, which controls the Export restriction.

    For parts with an ERP number and "Requested status [Requested status] " not expired [Expired], the status display is green.

    For parts with an ERP number and "Requested status [Requested status] " Expired, the status display is yellow.

    The status display is red for all other parts.

    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.

  • Colored 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 1

    Example 2

    Example 2

Details on the configuration options can be found under Section 4.7, “ Set up ERP environment ”.

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4.1.4.2.4. Creation of new parts using an ERP interface  Home 4.1.6. Support for internal company workflows