Report Template 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:

Content Categories

Depending on your responsibility, you can create and manage the following types of content with Report Template Design.

Content Type Category

Report Template

 Authoring Resource Management

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

Responsibilities

Report Template Design uses the 3DEXPERIENCE platform 3DSpace baseline responsibilities that your business administrator assigns to you. The table below describes the level of access for design tasks.

Responsibility Description
Reader Has read access to any content, and can create and modify Personal Management category content.
Leader Has write access to manage templates, except templates created by Leader (Restricted).

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

Responsibility Description
Administrator Has rights to create OTScript files and manage available data types.

Restricted roles allow partners to access content owned by their company within a specific collaborative space. The table below describes the level of access for restricted roles for design tasks.

Responsibility Description
Reader (Restricted) Has read access to any content owned by their organization.
Leader (Restricted) For content owned by their organization, can perform the same actions as a Leader.

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

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.

Baseline Responsibility App-specific Responsibility Description
Leader RGNDesigner Has write access to manage templates.

The responsibilities provide hierarchical access. For the baseline responsibilities, Leader includes all access that a Reader has plus additional specific accesses. In the above table, a responsibility 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.