Roles define the default set of permissions a user receives when accessing project data in a cloud collaboration workspace facilitated by the Connect application. Collaboration workspaces are managed by and available to specific users with defined roles.
Note: You must have the correct Security and Access Management (SAM) account. Otherwise, role assignments are disabled in the Connect application.
Admin ("Administrator") Role
Users with an Admin role can manage user accounts and collaboration workspaces facilitated by the Connect application with full read/write access and privileges to project data stored in the cloud.
Administrators can:
Add, modify, and remove user access to project data stored in collaboration workspaces hosted by the Connect application.
Assign one or more roles to a user account.
Change the role assignment of users with an Editor or Viewer role.
Create, edit, and remove project collaboration workspaces in the cloud.
Assign subscribed users to collaboration workspaces and assign a role.
Perform the functions of the Editor and Viewer roles.
Notes:
Users with an Admin role cannot change to a different role assignment.
Each project must have at least one user with an Administrator role.
Editor Role
Users with an Editor role can create and maintain project design data in a defined collaboration space in the cloud. When creating a project from the Connect application, the project owner inherits the Editor role and receives project administration capabilities.
Editors can:
Create and edit the project contents.
Invite other users to access (or share) the project data, but only if the project was created by the author (who is given the Editor role by default).
Delete projects you previously created.
Save and upload project data from desktop tools (Designer and Layout) to a cloud-based collaboration workspace.
Download project data from the cloud-based collaboration workspace to desktop tools for editing.
Export BOM information associated with a project.
Lock and unlock a project.
View project design data, such as schematics and layout designs, generated by other subscribers in a read-only viewer, without modifying the source design data associated with the project.
Perform all functions of the Viewer role.
Viewer Role
Users with Viewer role can access and view shared project data in a cloud collaboration workspace from a read-only viewer or browser and does not require a schematic design editor license or layout editor license. For example, a manufacturing partner without a Designer or Layout tool license can view design versions associated with a shared project from the cloud via a web browser but cannot modify the project design data.
Viewers can:
Open any version of a shared project and view the associated schematic in a PDF viewer and the layout design in a 2D or 3D viewer.
View BOM information associated with a project in a sortable table.