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All permissions are enabled
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for all
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categories for the default administrator role.
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Important |
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Although you can modify the default administrator role, we recommend creating your own roles and not modifying the default administrator role. |
The default administrator role can manage permissions in the following categories and sub-categories of the FactoryLogix system. Each category contains individual permissions that can be enabled or disabled for any additional administrator roles that are created.
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Note
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To quickly search for a permission, select the first column header on the Permissions tab, press Ctrl+F, enter the search term, then press Enter. The search results are highlighted in Yellow as shown in the following illustration.
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| Tip |
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Tip Use the following table to help you track the permissions assigned to the administrator role(s) in your organization. |
Employee: _______________________________________________________________________
Role: _____________________________________________________________________________
Notes: ___________________________________________________________________________
Category | Sub-category | Permissions | Enabled? |
|---|---|---|---|
Administrative Editing | Checkout Management | Manage Checkout: Manage checkouts for BOMs, CAD files, and processes in the Process Definition window. More information: Check out a BOM, CAD, or process for editing Remove Checkout: Remove another user's checkout of a BOM, CAD file, or process in the Process Definition window. |
Administrative Editing | Process Editing | Allow Process Editing: Edit a process flow in the Process Definition window (operations, steps, activities, and Active Work Instructions). More information: Check out a BOM, CAD, or process for editing, Create an Active Work Instruction | |
Administrative Editing | Product Editing | Allow Product (Assembly) Editing: Edit assemblies and assembly revisions in the FactoryLogix Office client application. More information: Assembly Library, Create, modify, search, duplicate, or delete an assembly | |
New Product Introduction | Approval Processes | Create Approval Processes: Create new approval processes to send automated emails to members of sign-off groups to request approval of one or more areas of an overall process (FactoryLogix Office > Templates and Standards > Define Approval Processes). Delete Approval Processes: Delete existing approval processes (FactoryLogix Office > Templates and Standards > Define Approval Processes). Edit Approval Processes: Modify existing approval processes (FactoryLogix Office > Templates and Standards > Define Approval Processes). Read Approval Processes: Read existing approval processes (FactoryLogix Office > Templates and Standards > Define Approval Processes). More information: Approvals and sign-off | |
New Product Introduction | Customer Library | Create Customer Library: Create a new Customer Library (FactoryLogix Office > Libraries > Customer Library). Delete Customer Library: Delete an existing Customer Library (FactoryLogix Office > Libraries > Customer Library). Edit Customer Library: Modify an existing Customer Library (FactoryLogix Office > Libraries > Customer Library). Read Customer Library: Read an existing Customer Library (FactoryLogix Office > Libraries > Customer Library). More information: Customer Library | |
New Product Introduction | Document Library | Create Document Library: Create a new document library and specify its properties. Edit Document Library: Modify an existing Document Library including: upload and link documents, create new folders and edit folder properties, find/replace linked document file paths, and search for documents. Delete Document Library: Select and delete an existing Document Library. Read Document Library: Read Only access to select and view an existing Document Library. More information: Document Library | |
New Product Introduction | Global Operations | Create Global Operation: Create a new global operation alias and associated Operator Interface template, a new global packout operation, or a new global shipping operation. Delete Global Operation: Delete an existing global operation alias, global packout operation, or global shipping operation. Edit Global Operation: Edit an existing global operation alias, global packout operation, or global shipping operation. Read Global Operation: Read Only access to view an existing global operation alias, global packout operation, or global shipping operation. More information: Global operations | |
New Product Introduction | Manufacturer Library | Create Manufacturer Library: Create a new Manufacturer Library (FactoryLogix Office > Part Library > Manufacturer Part Numbers). Delete Manufacturer Library: Delete an existing Manufacturer Library (FactoryLogix Office > Part Library > Manufacturer Part Numbers). Edit Manufacturer Library: Modify an existing Manufacturer Library (FactoryLogix Office > Part Library > Manufacturer Part Numbers). Read Manufacturer Library: Read an existing Manufacturer Library (FactoryLogix Office > Part Library > Manufacturer Part Numbers). More information: Manage the manufacturer library | |
New Product Introduction | Operations | Create Operations: Create new operations in the Process Definition window. (FactoryLogix Office > Process Engineering). Delete Operations: Delete existing operations in the Process Definition window (FactoryLogix Office > Process Engineering). Edit Operations: Modify existing operations in the Process Definition window (FactoryLogix Office > Process Engineering). Read Operations: Read Only access to view existing operations in the Process Definition window (FactoryLogix Office > Process Engineering). More information: Add a new operation to a process flow | |
New Product Introduction | Operator Feedback | Edit Operator Feedback: Edit operator feedback. More information: Gadgets for Operator Interface templates | |
New Product Introduction | Part Library | Add or delete Documents on Assemblies with a Released Process: Delete documents on assemblies that have one or more process revisions which have been released to Production. Allow Revision Re-Ordering: Revise part reordering. Create Part Library: Create a new Part Library (FactoryLogix Office > Libraries > Part Library). Delete Part Library: Delete an existing Part Library (FactoryLogix Office > Libraries > Part Library). Edit Part Library: Modify an existing Part Library (FactoryLogix Office > Libraries > Part Library). Read Part Library: Read an existing Part Library (FactoryLogix Office > Libraries > Part Library). Sampling Plan AQL/Verification Override: Override verification of sampling plans and AQL. More information: Part Library | |
New Product Introduction | Process Templates | Create Process Templates: Create new process templates. Delete Process Templates: Delete existing process templates. Edit Process Templates: Modify existing process templates. Read Process Templates: Read existing process templates. More information: Create a process, step, or operation template | |
New Product Introduction | Processes | Allow Post-Release BOM Editing of Alternate Parts: Users can add or remove alternate parts to BOM line items of a process that is already released to production. Create Processes: Create new processes. Delete Processes: Delete existing processes. Edit Processes: Modify existing processes. Read Processes: Read existing processes. More information: Process flows | |
New Product Introduction | Products | Create Product: Create a new product or assembly. Delete Product: Delete an existing product or assembly. Edit Product: Modify an existing product or assembly. Read Product: Read an existing product or assembly. More information: Create, modify, search, duplicate, or delete an assembly | |
New Product Introduction | Vendor Library | Create Vendor Library: Create a new Vendor Library (FactoryLogix Office > Libraries > Vendor Library). Delete Vendor Library: Delete an existing Vendor Library (FactoryLogix Office > Libraries > Vendor Library). Edit Vendor Library: Modify an existing Vendor Library (FactoryLogix Office > Libraries > Vendor Library). Read Vendor Library: Read an existing Vendor Library (FactoryLogix Office > Libraries > Vendor Library). More information: Vendor Library | |
New Product Introduction | Work Instruction Templates | Create Work Instruction Templates: Create a new work instruction template. Delete Work Instruction Templates: Delete an existing work instruction template. Edit Work Instruction Templates: Modify an existing work instruction template. Read Work Instruction Templates: Read an existing work instruction template. More information: Create an Active Work Instruction template |