Collaborative IP Management 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:

Access Roles

Collaborative IP Management uses the 3DEXPERIENCE platform 3DSpace baseline access roles that your business administrator assigns to you. The table below describes the level of access for each role for design tasks.

Access Role Description
Reader Can:
  • Change the content owner (*)
  • Lock and unlock objects
  • Switch to Edition mode
  • Switch to Read-only mode
  • Save content
Contributor Can:
  • Save content as new
  • Duplicate content (**)
Author, Leader Can manage iterations

The table below describes the level of access for each role for administrative tasks:

Access Role Description
Owner Can:
  • Change the content owner (*)
  • Lock and unlock objects
  • Switch to Edition mode
  • Switch to Read-only mode
  • Save content
  • Save content as new
  • Duplicate content (**)
  • Manage iterations

(*) Changing the owner, organization or Collaborative Space of content is only allowed under certain conditions.

The access roles provide hierarchical access. For the baseline access roles, Leader includes all access that an Author has (who has all access that a Reader has) plus additional specific accesses. In the above tables, an access role has all the accesses of the roles that appear above it.

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.

Your access to content or commands is determined by more than your responsibility. The current collaborative space, your organization, the current lifecycle state of the content, the app you are using, and other customizations all affect whether you can access content or commands. You might have access to some content or commands only under certain conditions.

For more information, see 3DEXPERIENCE Platform: Responsibilities. For more information about generic access to content for each role, see People & Organizations - Configuration: Baseline Content Behavior: Baseline Access to Content.

Content Lifecycle

For more information, see 3DEXPERIENCE Platform: Content Lifecycle.