- [Instructor] Now that we've created our users and groups
inside of SOLIDWORKS PDM's administration tool,
it's time to go in and adjust all of the settings
for the groups and users.
Pretty easy to do.
I'm already logged in to my vault as you can see.
I'm going to go down to Groups first and just double click
on the group that I want to edit.
So I'm going to double click on Engineering,
and you see the Properties pop up.
To handle permissions, we're just basically going to go
to these four sections right here.
So you have Administrative Permissions,
so you can adjust all of those here.
And you don't want to just toggle all of them on
or all of them off to give people permissions
'cause you have things like Refuse login down here as well
in case you want to block somebody out.
Say somebody leaves your company,
they access your web server remotely or through VPN,
and they access your vault, you might want
to refuse their login on a certain day.
Or maybe you're doing updates and you want to refuse
everybody's login overnight.
So all kinds of options that you can set here
for various users.
You can also set folder permissions.
So generally if you've got everybody in one vault
and they're operating the same in all the folders,
use the top level vault to set the folder permissions.
But you can also set permissions per specific folder.
So if you want to only have the ability to for groups
to see but edit specific folders,
here is where you will adjust those settings.
You can also tweak the state permissions,
who has the ability to add or rename a file, overwrite it,
check it in, check it out, move it,
add it to this process, set a revision.
These are all parts of the workflow process
and you can set those permissions here as well.
There's also transition permissions
which are the permissions when a part is
in these workflow transition states
and what you're able to do.
As you can see, there's only a couple things,
Permit or Disallow sequential state changes.
So if you want people to have the ability to move something
through workflow process, you can limit or allow that here.
So that's pretty simple for the groups.
When we go down to the users,
we're going to see a very similar interface.
I'll double click on the user here,
go down, and you can see the only thing that's different now
is we also have the section to adjust permissions per file.
So if you want to adjust a user's ability to look
at specific files, you can do that here as well.
But all of the other settings are also here.
My suggestion would be to adjust these settings
in one spot or the other because what you'll have
is conflicting settings depending on the groups or the users
so give your users a specific set of settings
to start by default.
Maybe create a default user that you copy
their settings each time over.
And then use your groups to limit what groups can see
what data or what groups can see what files
and how they can control it if they're administrators
or managers or part of a fabrication team.
It'll all depend on how you want them to handle the data.
So it's pretty straightforward but
if you do get any conflicts, a good thing to do
is check the group permissions versus the user permissions
and see how those line up.
So pretty easy to do.
You can see here I'm doing a lot with the user permissions
as opposed to the group permissions.
You can do it either way.
When you're done, you just hit OK in both windows
to accept and notice that the changes
will be pushed out immediately.