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Under the Hood - All things PDM and PLM

Role and Permission Changes in Vault Family 2011

schanenb
January 12, 2011

Today’s post covers a segment of customers moving from Productstream 2008 or 2009 up to Vault Profesisonal 2011. With the name change of Productstream to Vault Professional, several role names have been changed. This adds consistency in with role names across responsibilities like Doc Editor, Manager, etc. Also note that this scheme not only makes it clearer that some roles are different levels of the same type using Level 1, Level 2. The definition of roles can be found under Tools>Administration>Global Settings> Security tab. Click the Roles button and select he role from the drop down list to view the permissions applicable to that role.

Roles in Vault

The following table shows name changes in Roles and Permissions from prior releases to Vault Professional 2011. Upon migration from a prior release, these will be the new roles assigned to your users and groups.

 

 

Vault Pro 2011 Role Name

PS 2008/2009 Role Name

Administrator

Administrator

Content Center Administrator

Content Center Administrator

Content Center Editor

Content Center Editor

Document Consumer

Vault Consumer

Document Editor (Level 1)

Vault Basic Editor

Document Editor (Level 2)

Vault Editor

Document Manager (Level 1)

N/A

Document Manager (Level 2)

N/A

Item Editor (Level 1)

Productstream Basic Creator

Item Editor (Level 2)

Productstream Creator

Item Reviewer

Productstream Reviewer

Change Order Editor

N/A

ERP Manager

ERP Manager

 

-Brian Schanen

schanenb

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