PTC Orbit for Administrators

System administrators manage platform configuration, user access, security, data governance, and integrations in PTC Orbit.

System administrators in PTC Orbit manage the platform's configuration, user access, security, and data governance. They verify that users have appropriate permissions, asset-related data is accurate, and integrations run smoothly.

What Administrators Own

• User accounts, roles, groups, and permission assignments

• List views, forms, and dashboard layouts across the platform

• Data integration configuration and synchronization schedules

• Compliance and audit controls for asset data visibility

Common Workflows

1. Set up user access: Create roles and groups, assign users, and configure permissions so that each team sees only the data they need. See Configuration of Roles and Groups.

2. Configure the workspace: Build list views, customize forms, and create dashboards that match how your organization tracks assets. See Configuration of List Views, Configuration of Forms, and Configuration of Dashboards.

3. Install and configure the platform: Complete initial installation, system settings, and environment preparation. See Installation and Configuration.

Top Tasks

• Creating Roles

• Assigning Users to a Role

• Creating Permissions

• Creating and Modifying List Views

• Creating Forms

• Creating a Chart

• Creating a Dashboard

• Exporting List View Data

Related Roles

• PTC Orbit for Implementers: Handles integrations, data pipelines, and tenant provisioning.

• PTC Orbit for End Users: Covers day-to-day asset management, data quality, campaigns, and analytics.