Formulation Design Access to Content

The 3DEXPERIENCE platform is a collaborative environment for managing your business processes based on defined responsibilities and content lifecycles that provide secure access to content.

This page discusses:

See Also
Related Guides and Resources
Predefined Queries
User Interface

Content Categories

The content you can access and the tasks you can perform depend on your access role. For more information, see 3DEXPERIENCE Platform: Content Categories.

Access Roles

Every user of Formulation Design has a 3DS role that provides access to the application. Within the application, each user has a more specific access role that the Formulation Design administrator assigns to him or her.

The table below describes the available levels of access for working with formulas. Users with the Formulation Designer 3DS role can have the access role of Reviewer, Collaborator, or Owner. Users with the Laboratory Reviewer 3DS role can only have the access role of Reviewer.

3DS Role Description Available Formulation Design Access Roles
Formulation Designer

Can create formulas, edit formulas, and transition formulas from the Draft to the Reviewed state.

Can search both draft and reviewed formulas.

This role is for formulators, chemists, technicians, regulatory administrators, toxicologists, and process engineers.

Reviewer

Owner
Laboratory Reviewer

Can search and view reviewed formulas.

This role is for formula administrators and financial staff.

Note: A Laboratory Reviewer cannot transition formulas from the Draft to the Reviewed state.

 Reviewer

The following table shows the formula operations that are allowed to each access role.

Formulation Design Access Role Operations Allowed for a Draft Formula Operations Allowed for a Completed Formula
Reviewer None Read
Owner Read

Modify

Share

Transfer ownership

Transition

 Read

The following table shows the definitions of the operations.

Operation Definition
Read Search and view formulas
Modify View and edit formulas
Transition Move the state of the formula from Draft to Reviewed

Access roles can be assigned to both individual users and to user groups, defined in the User Groups app. For more information, see User Groups. If a user's individual roles differ from the roles of his or her user groups, the user can perform all actions from both sets of roles.

Your business administrator can configure rules that change the default access behavior.

On premises only: Your business administrator can change the default responsibilities that control your access to commands, content, and collaborative spaces. Companies can also implement additional customized responsibilities.

This guide describes the default behavior when describing access to content or commands.

For more information, see 3DEXPERIENCE Platform: Responsibilities.