Global Vault Operation Permissions

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Modified by Jason Howie on May 31, 2017
Contents

The Altium Vault 2.5 release facilitates the definition and management of global vault operation permissions. Accessible by Vault Administrators only, permissions across the spectrum of day-to-day global-level vault operations, can be set up for all vault users in the one convenient location. So while Administrators continue to enjoy full permissions for all types of operation, they can now quickly configure permissions for collaborators, owners, specific roles, and specific users.

This feature relates to global-level vault operations only. It complements, but does not control access permissions at the folder, Item, Item Revision, and released data levels. For more information on these areas of permissions, see Controlling Access to Vault Content.

Access

Permissions are defined and managed using the Edit Operation Permissions in <AltiumVaultName> dialog. Access to this dialog is made from the Data Management - Vaults page of the Preferences dialog. Select the Altium Vault whose permissions you wish to browse/modify, then click the Properties button and choose the Edit Operation Permissions command, from the associated menu.

The Edit Operation Permissions command is also available from the vault listing's right-click menu.

Default Settings

Permissions for vault operations can be assigned to the following entities (where applicable):

  •  Administrators (itself a defined role)
  •  Collaborator (this is a user who has edit rights for an Item/Revision).
  •  Owner (for released data, this is the person who created the initial Item)
  •  Specific user-defined Role
  •  Specific User
Management of Users and Roles for an Altium Vault is performed from the Users area of the vault's browser-based interface, accessed from an external browser, or through Altium Designer's Home page. For more information, see Managing the Users of an Altium Vault.

The following are the default permission settings for the various vault operations, in a newly-installed Altium Vault:

  • - Administrators.
  •  - Administrators, Collaborator.
  • - this area is broken down into the following three sub-operations:
    • - Administrators.
    • - Administrators.
    • - Administrators.
  • - this area is broken down into the following two sub-operations:
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
  • - this area is broken down into the following three sub-operations:
    • - Administrators.
    • - Administrators.
    • - Administrators.
  • - this area is broken down into the following thirteen sub-operations, reflective of the various Item types that can be released:
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.
    • - Administrators, Collaborator.

Managing Operational Permissions

To add a new entity (assign permissions) for a particular vault operation:

  1. Select the operation, in the Vault Operations region of the dialog.
  2. Click the Add button, and choose the required entity from the associated menu.
When adding a specific user (Add User) or role (Add Role), use the relevant dialog - Search for Users, or Search for Role - to search for the required entity from all those currently defined for the vault. A user will be listed in terms of their UserName, and Email. If the user added is actually you (by virtue of being signed into the vault), the suffix '- You' will be added.

To remove an entity (remove permissions) for a particular vault operation:

  1. Select the operation, in the Vault Operations region of the dialog.
  2. Select the entity, in the ID region of the dialog.
  3. Click the Remove button.
The Administrators role cannot be removed from any operation - Administrators always have full access rights and permissions.
Add and Remove controls can also be found on the right-click context menus for both regions of the dialog.

Example permissions defined for the operation involving release into an Assembled Board Item (altium-pcb-assembly).

Note that while permission lists are dynamically updated as you add and/or remove entities, changes made will not take effect until the Apply or OK buttons are clicked. If you simply click Cancel, all changes made since entering the dialog will be lost.

 

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