After defining the roles for your project, you can set appropriate permissions for your groups of users on a particular plant hierarchy level. This way you can determine which users can access certain sections of your project. For example, if your hierarchy is defined as Plant/Area/Unit, you can select a group of users and grant them different permissions for various plants, areas, and units in your project.
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Plant group permissions apply only to those item types in your project for which you have defined a plant group type in Options Manager. Item types that have not been associated with a plant group will have unrestricted access even if a particular user has been granted No Access to that plant group.
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Permissions for particular hierarchy levels apply only to the activities performed in the Electrical Index, Electrical Engineer, and the EDE.
The following plant group permissions are available:
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No Access |
Restricted Access |
Unrestricted Access |
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Electrical Index |
Users cannot view or access any items in the selected plant groups. |
Allows users to view items, but not edit or associate items in the selected plant groups. |
Grants users full control of the items in the selected plant groups. |
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Electrical Engineer |
Users can view items (but not properties) in the selected plant groups but cannot change associations among the items. |
Users can view items (including properties) in the selected plant groups but cannot change associations among the items. |
Grants users full control of the items in the selected plant groups. |
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Engineering Data Editor |
Users cannot view or access any items in the selected plant groups. |
Users cannot edit the items in the selected plant groups. |
Grants users full control of the items in the selected plant groups. |
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Hierarchy permissions do not affect the items that you select for a report. Use the standard filtering feature to include the items that you require.
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Hierarchy level permissions do not affect opening or modifying documents. Hierarchy level access rights do not govern document revisions either.