Exchange 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

Exchange 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
Author

Can import data as new:

  • Import 3D XML with the As New option, and Import file
  • Import utility for 3D XML with the As New option

Can export content with the Export command.

Leader

In import scenarios, can import data As Reference or As New:

  • Import command (3D XML)
  • Import utility
  • PLMChannel Synchronize

In export scenarios, can extract data:

  • Export command (3D XML)
  • Export utility
  • PLM Channel Publish

Can create a new revision from distant data.

Can Duplicate using Distant Data.

In delegation scenarios, can set a delegation that is coupled with an export operation.

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

Access Role Description
Owner

Can detach data:

  • Detach command (3D XML)
  • Detach utility

Can revoke or waive one delegation (Detach and Revoke commands).

Administrator Can repair the site ownership

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 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 more information, see 3DEXPERIENCE Platform: Content Lifecycle.