Assign roles

You can assign a role to a user or group for a particular product or design part in the Administration Console.

Guidelines for assigning roles

Before assigning roles, review these rules and guidelines:

  • To assign roles or remove role assignments, you need the Manage Role Definitions privilege.

  • When you assign or unassign a role for a group, this is equivalent to assigning or unassigning the role to each individual user that belongs to the group.

  • If you specify a project or stream when assigning a role, the role applies to baselines, items, and Dimensions CM requests. We recommend that roles assigned for managing requests or baselines are not restricted to specific projects or streams.

  • When you update privilege or role assignments in the Administration Console, the changes may not take effect during current client sessions because of privilege caching. To apply the new privilege settings, restart the client session. This behavior depends on variables set in the server's dm.cfg file. For details, see Administration.

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Assign a role

You can assign a role based on the selected user or group, design part, or role. Or make an assignment without selecting any objects.

To assign a role:

  1. In the Administration Console, go to Users, Groups, Roles and Privileges > Role assignments.

  2. On the toolbar, select the view from which to make the assignment:

    • To assign a role to one or more users or groups, select User.

    • To assign a user/group or design part to a specific role, select Roles.

    • To assign a role to a specific design part, select Design Part. Then, in the navigation pane, select the product in which you want to assign a role.

  3. In the navigation pane, select the relevant user/group, design part, or role. To assign a role to all users/groups or all design parts in the product, select the top-level icon. Then click Assign new role in the content pane.

    Alternatively, without making any selections, click Add Assignment on the toolbar.

  4. In the New Role Assignment dialog box, specify the following details:

    Field Description

    Assignment Type

    Select the role assignment type.

    To grant the role assignment, the Real type is selected by default.

    Select Delegation Candidate to require individual users to be delegated the role for specific items or requests. This means that the object cannot be actioned to the from state for a transition if a user has not been delegated the required role for the transition.
    Product Name (Display only) Specifies the product to which the role assignment applies.
    User or group Select a user or group to assign to a role, unless you already selected one or more users/groups earlier.
    Project Role Select a role to assign, unless you already selected one earlier.

    Design Part

    Specify the design part to which to assign the role, unless you already selected one earlier.

    Enter the design part ID or click the browse button and select a design part.

    The identified Dimensions CM users become responsible for the actions of the specified role. These users can also act on subordinate design parts, unless a different user is assigned the same role at a lower level.

    Variant

    (Optional) Specify the design part variant to which to assign the role.

    Leave empty to apply the role to all variants of the design part, except those that have an explicit role assignment.

    Role Capability

    Select the level of responsibility that can be assigned to the users within the role:

    • Primary. Assign this capability to the user whom you want to have the main responsibility for the role on the object. You can define only one Primary user for a role.

      The user with the Primary role capability cannot have the Leader capability, as they are mutually exclusive.

    • (Default) Secondary. Assign this capability to users to be deputies for the Primary. They have the same privileges as the Primary, and can add action comments and update the object, unless the Leader capability has been assigned.

    • Leader. In a group of users who have the same role for an object, only the Leader can update the associated attributes and action the object. Other users with that role can only add action descriptions or user comments.

      The Primary role capability cannot be assigned to the user holding the Leader role.

    Project ID

    Items only: (Optional) Select the project/stream to which to assign the role.

    Leave empty to apply the role to all project/streams, except those that have an explicit role assignment.

    Report

    (Optional) Select this option to generate an on-screen "what-if" report that explains the potential result of the role assignment without applying the role assignment.

    This option helps administrators understand the impact of assigning a role.

  5. To leave the dialog box open after adding the role assignment, select the Keep open option.

  6. Click Yes.

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Filter assignments

Use a filter to narrow down the list of displayed role assignments.

You can filter by role assignment details, such as Project or Capability.

To filter role assignments:

  1. In the Administration Console, go to Users, Groups, Roles and Privileges > Role assignments.

  2. In the Role Assignments toolbar, select the view from which to filter role assignments: User, Roles, or Design Part.

  3. At the top right of the content pane, click the Filter link.

  4. In the Assignment Filter dialog box, set up your filtering criteria, as described in Assignment Filter dialog box.

  5. Click OK.

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Delete assignments

You can delete one or more role assignments in the Administration Console.

To delete role assignments:

  1. In the Administration Console, go to Users, Groups, Roles and Privileges > Role assignments.

  2. In the Role Assignments main window, select the users/groups, roles, or design parts from which you want to delete one or more role assignments.

  3. In the content pane, select the role assignments to delete, and click the Deassign selected roles button.

  4. Confirm that you want to delete the role assignments.

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See also: