Select default user role permissions

administrator

A system administrator creates user roles and determines the permissions that each user role has. User role permissions combined with FactoryLogix global options allow different types of access to all areas of the FactoryLogix system.

A system administrator manages user role permissions in various categories and sub-categories of the FactoryLogix system. Each category has individual permissions that the administrator can enable or disable for a selected user role.

Important

Your license type determines the features and functionality you can access in the FactoryLogix system. Throughout the documentation, it's important to note that the options you see in the FactoryLogix user interface depend on the license type assigned to you.

Note

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.

Tip

Use the following table to help you track the permissions assigned to the users in your organization.

Employee: _______________________________________________________________________

Role: _____________________________________________________________________________

Notes: ___________________________________________________________________________

Category	Sub-category	Permissions	Enabled?

Category	Sub-category	Permissions
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 shippi 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 new Work Instruction templates. Delete Work Instruction Templates: Delete existing Work Instruction templates. Edit Work Instruction Templates: Modify existing Work Instruction templates. Read Work Instruction Templates: Read existing Work Instruction templates. More information: Create an Active Work Instruction template