Service Group Administration > Profiles (Service Group Administration)
Profiles (Service Group Administration)
Profiles allow administrators to grant user privileges and to control access to parts and service information for different user communities. There is no limit to the number of profiles to which an individual user can belong. If a user belongs to multiple profiles, they can access all parts and service information available from the full set of profiles.
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PTC strongly recommends creating separate profiles for granting user privileges and for granting service groups access to parts and service information.
Launch the Profiles utility by clicking Profiles on the administration home page. The name and description (if any) for existing profiles are displayed.
From the Profiles utility, you can perform the following actions:
• Create a new profile by clicking Create Profile. On the empty profile page, enter the name and optional description for the profile. The name must be unique, and cannot be edited after the profile has been created. Click through the tabs to define the profile information. Click Save to create the profile.
• View and edit a profile by clicking the name of the profile. On the profile page, click through the tabs to view and edit the profile information. Click Save to commit the changes.
• Delete a profile by clicking the Delete icon next to the profile. Deleting a profile does not delete the users or other information associated with that profile.
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To view all profiles to which a user belongs, and to see the net result of a user’s profile membership, see the UsersUsers utility.
When viewing an individual profile page, return to the main Profiles utility by clicking the Profiles link in the breadcrumb navigation.
Viewing and Editing Profile Information
The tabs on the profile page are used to view and define profile information. When you have finished entering or editing the profile information, click Save.
Tab
Description
Profile identity information
• Name—Name of the profile. The name must be unique, and cannot be edited after the profile has been created.
• Select Profile Type—Select the type of profile, Technician or Public, based on the intended use of the profile. Profiles created in previous releases might need to have this value set the next time that the profile is edited.
• Description—Description of the profile.
Products
The product information to which users associated with this profile have access. Use the expand icon and collapse icon to view and hide the hierarchy nodes.
To include all product hierarchies in this profile, click Select All. Selecting an individual node in the product hierarchy tree includes that node in the profile, as well as all child nodes currently present, and any that are added in the future. Any node for which some items are selected displays a Partially Selected indicator.
Information Elements
The information elements to which users associated with this profile have access, both information types and additional options, if any.
Click the blue arrow next to Information Types or an additional access option to expand that section. Within each section, select the individual options to include, or choose Select All to include all items within the section in the profile.
Privileges
Select the appropriate privilege sets granted by this profile.
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• The privilege sets available for selection when creating a profile within a service group are determined by which privileges the PTC Arbortext Content Delivery administrator has granted to the PTC Arbortext Content Delivery level profiles associated with this service group.
• When a profile has PTC Arbortext Content Delivery Administration privileges, users with that profile have access to all products and information elements (IEs), irrespective of the products or IEs selected in the Products tab or the Information Elements tab.
Privileges sets can include:
• PTC Arbortext Content DeliveryAdministration—Ability to administer PTC Arbortext Content Delivery
• Search All Parts—Ability to search for individual parts across all products
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The Search All Parts privilege is available only when Kits, Parts, and Parts Lists are selected in the Information Elements (IE).
• Access Pricing and Availability—Ability to access pricing and availability information
• Submit Orders—Ability to submit orders
• Create Book Prints—Ability to generate a book print of a user’s selection of service information
• Create Notes—Ability to view, create, update, and delete notes
• View Notes—Ability to view notes
• Share Notes—Ability to view, create, and share notes
• View All Feedback—Ability to view feedback submitted by all users
• Activation—Ability to activate disconnected systems using web activation
• Update Content—Ability to update the service information on offline systems
• Download and Update Content—Ability to download and update the service information on offline systems
• Share Lists—Ability to share shopping-lists with Service Group organizations
Attributes
Specify the attribute values which apply to this profile. All currently mapped enterprise attributes are listed.
If the Enable enterprise attributes synchronization check box for this profile is selected, then the enterprise attribute values of users in the system are checked against the enterprise attributes defined on the profile at regular intervals. For more information on enterprise attributes and how they are used by profiles, see Understanding Enterprise Attributes.
Add an attribute value to the profile by clicking the add icon next to the attribute, and entering the desired value in the Value field. Multiple entries with different values for a single attribute can be added. Multiple values can be specified for an attribute as a semi-colon-delimited list in a single entry if that is also supported in the enterprise identity management system. When multiple values are specified for a single attribute, new users only must match one of the multiple values.
If values are already specified for an attribute, clicking the blue arrow next to the attribute name displays the currently specified attribute values for viewing and editing.
Click the delete icon next to an attribute value to remove it from the profile.
Users
Displays all users who are included in this profile.
Existing members of the service group can be added to the profile by searching for and selecting the user from Find Users text field.
Delete users from the profile by clicking the delete icon next to the user.