CDP 4 User Manual

Manage Person Roles

Plugin: Site Directory Element Browsers Module

Introduction

Person Roles are used to manage permissions at the CDP™ level, see the description on the [purpose of roles]. This section gives a description of the setup and management of person roles in the CDP™.

Manage Person Roles in a Site Directory

To get an overview of the person roles open the Roles Browser by selecting the Roles img icon on the Directory tab. This browser gives an overview of the existing Person Roles with Name and Short Name.

By expanding a person role, the assigned Classes with Name and Short Name are listed, together with the Permission that has been set for each class.

For an overview of preconfigured or typical roles in a Concurrent Design environment, see the description of typical roles.

Persons with a role that has the permission Modify on the ClassKind Person Role are able to access the Roles Browser and create, edit or delete Person Roles.

A description of the available functionalities is given below. Next to these it is possible to use the generic functionality using the Search img and Help img icons. To make sure the latest data is shown in the browser, it is always possible to refresh it using the Refresh img icon.

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Create Person Role

To create a new person role, select the Create Person Role img icon or in the context menu select Create a Person Role. On the Basic tab, provide the mandatory fields for Name and Short Name.

Furthermore it is required to specify the permissions on the available Classes. On the Permissions tab, all available classes are listed together with the access rights.

The available choices for the access rights on these classes are the following:

The available classes are:

After providing the required details, click Ok to create the person role.

As mentioned in the section on the purpose of roles, these permissions can be used to customize the allowed views and actions in the CDP™ For examples, see the description of typical role setups.

Note that it is in any case required to assign a Person Role when creating a Person to allow a user to login into the CDP™ and perform any possible actions, see the description of persons.

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Edit Person Role

To edit a person role, select the Edit Person Role imgicon or in the context menu select Edit. It is possible to edit all the available fields on the Basic tab, as well as the permissions on the Permissions tab. After making the required changes, click Ok.

Please be aware that editing a person role will instantly affect all the persons on the data source that have this person role assigned. Changing the permissions should therefore be done with great care to avoid that users are unintentionally limited in their available functionality.

The browsers in the CDP™ client of the user that performed the editing action will be updated immediately. Other CDP™ clients will be updated with a [refresh][Refresh].

On the Advanced tab, a Revision Number is given; see the description of Revision Number for details.

Inspect Person Role

To inspect a person role, select the Inspect Person Role imgicon or in the context menu select Inspect. In the Inspect modal dialog, all the details can be seen on the Basic and Permissions tabs. Additionally the status of the person role is given by the check box for Deprecated, see the description of Delete below.

The Advanced tab provides information that may be useful mostly to CDP™ database administrators. Given are the UniqueID and the Revision Number.

Delete Person Role

A person role should not be deleted from the CDP™.

To delete a person role, select the Delete Person Role imgicon or in the context menu select Delete. Items from the CDP™ are never completely deleted, but they are marked as Deprecated. This Deprecated status is an indication to users that it should not be used anymore.

Export Person Role

To export a person role, select the Export Person Role img icon.

Related Topics


  1. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.29 

  2. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.30 

  3. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.36 

  4. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.51 

  5. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.59 

  6. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.71 

  7. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.87 

  8. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.89 

  9. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.90 

  10. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.91 

  11. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.92 

  12. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.93 

  13. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.122 

  14. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.123 

  15. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.124 

Last modified 1 year ago.

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