Review and Edit Roles

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This is the workflow overview for the module.

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The first task you will learn is how to review and edit roles in Vault.

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The roles that are assigned to a user or group when they are created,

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determine their permissions to access files and folders

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To review and edit the roles,

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first log in to the Autodesk Data Management Server Console or ADMS

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as an administrator,

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then select Administration from the Tools menu.

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Or you can log in to the Vault client as an administrator and navigate to Tools>

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Administration > Global settings.

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Next in the Security tab, select Manage Roles.

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The Roles Management dialog box shows Vault's

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default out-of-the-box roles and their descriptions.

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You can create new roles by selecting the New Role

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button or the Copy button to copy an existing role.

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Then edit permissions by selecting the Edit button.

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When editing a role, The Edit Role dialog displays,

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showing the Available Permissions

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that can be added to a role on the left.

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Once added,

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the permissions are shown in the Selected Permissions list on the right.