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Vault Workgroup – Lifecycle based permissions

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One of the great features in the new Vault Workgroup 2010 is the ability to control access permissions based on the lifecycle state of the file in question. This means that only the appropriate personnel have access to a file when it is Work in Progress, Released, or Obsolete.

As an example take a look at the folder contents in this image. The administrator has access to all files regardless of lifecycle state.

But if we look at this image showing the same folder, there is only one released file shown due to the access permissions assigned to the “manufacturing” user.

This opens up the door for a whole new simplified release management structure. No moving files between WIP and Released folders that can be next to impossible to do correct consistently in Inventor… Just access to the right data, at the right time, by the right people.

Contributed by Ben of the CAD Geeks

Delete Permissions in Vault or ProductStream

Every company is concerned about safeguarding their engineering data, and both Vault and Productstream allow control over exactly who has the ability to delete files and folders. You may have Power Users in charge of cleaning up unnecessary Vault data, and will therefore need Delete permissions. Other daily CAD users may be a little too quick with the delete function, and this is something that might need to be precisely controlled. Take a look at this short video for a look at the different Vault roles that determine who can delete.

Contributed by Ben of the INCAT CAD Geeks

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