Engineering BOM Management Access to Content

Content Categories

Depending on your access role, you can create and manage the following types of content with Engineering BOM Management.


Content Type	Category
EC Part Equivalent Part CAD Model CAD Drawing Drawing Print Sketch Part Specification	Definition
Markup	Evaluation

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

Engineering BOM 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 design tasks.


Access Role	Description
Public Reader	May view content, regardless of lifecycle state, that is in the same collaborative space to which the user belongs. The user does not need to log into the collaborative space or own the content to view it.
Contributor	Has all the access as a Public Reader. Can also: View content that belongs to an ancestor organization unless the content is in the Released state. Can create drawing print markup, add files to the markup, and delete files.
Reader	Has all the access as a Contributor. Can also view content that belongs to an ancestor organization. Content can be in any lifecycle state.
Author	Has all the access as a Reader. Can also revise and promote content that they own or is within their own collaborative space. Can promote objects up to the Frozen (or Approved) state. Can modify, check in, delete, upload objects in that are in the In Work or Preliminary states.
Leader	Has all the access as an Author. Can also release objects and modify attribute values.

The table below describes the level of access for administrative tasks.


Access Role	Description
Administrator	Performs all administrative tasks including: Configures Object Properties Enables/disables features, including: Part Float 3DPlay Instance Mode Customizes Part subtypes

Restricted roles allow partners to have read-only access to content that their company owns. A user who logs in with a restricted role can view only content that is within the collaborative space and organization to which they logs in. The table below describes the level of access for restricted roles for design tasks.


Access Role	Description
Reader (Restricted)	Has read-only access to content that their organization owns and is within the collaborative space and organization to which the user logs in. A Contributor (Restricted) can create drawing print markup, add files to the markup, and delete files.
Contributor (Restricted)
Author (Restricted)
Leader (Restricted)

The Owner (Restricted) access role can perform the same actions as an Owner for content owned by their organization.

On premises only: if your company chose to use app-specific responsibilities instead of the baseline responsibilities, the following table shows how the responsibilities map to each other for design tasks.


Baseline Access Role	App-specific Access Role	Description
Reader	Global User	Accesses design definition and evaluation data. Has the same access to EBOM markup, item markup, and drawing print markup as the markup owner.
Author/Leader	Component Engineer	Maintains Manufacturer Equivalent Parts Fully defines manufacturer equivalent parts Edits manufacturer equivalent part details Adds attachments Promotes manufacturer equivalent parts to Release state
Author	Design Engineer	Defines the technical solution and can search, modify, delete, version, and promote collaborative space data. The Design Engineer role is defined within the organization with design responsibility: Can create change orders (COs) Has read and modify access to BOM in Engineering view Works on parts and drawing prints Performs whatever CAD and Bill of Material work is required for attached parts and drawing prints Cannot promote parts from Frozen to Released
Leader	Design Engineer, Senior Design Engineer	Senior Design Engineer and Design Engineer roles manage design resources. The Senior Design Engineer role is defined within the organization with design responsibility: Can create COs Has read and modify access to BOM in Engineering view and Common view Has only read access to BOM in Plant-Specific view Completes the change request (CR) Creates CO objects and attaches the CR to CO Assigns Drafters and Design Engineers to work on parts and drawing prints Promotes the drawing prints, parts, and CO to the Frozen state Reviews the CRs that are attached to the CO and determines which parts and which drawing prints need to be attached to the CO Creates/revises and attaches objects to the CO Updates the requested changes required for each proposed item Promotes a CO to the In Work state Cancel a CO Compare parts with the Compare widget Customize views Edit Where Used reports Find ECRs Related to an ECO Find where a part is used Merge and move proposed changes items Update part revisions in a list or BOM
Leader		Promotes objects to Obsolete Demotes objects from Obsolete state back to the Release state
Leader		Manages part families, including creating, modifying, and deleting Creates CRs, product lines, and sketches Edits details of CRs, COs, product lines, and specifications

The access roles provide hierarchical access. For example, a Senior Design Engineer includes all access that a Design Engineer has (who has all access that a Global User has), plus additional, specific accesses. 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 table, 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.

Content Lifecycle

For information about the lifecycles for content managed by Engineering BOM Management, see Content Lifecycles.