Groups and Users
In
PTC FlexPLM, system administrators must assign all
PTC FlexPLM users as members of the team for the
Windchill library that contains the
PTC FlexPLM business object data. This requirement also applies for external vendors who access this data through the vendor portal. For more information, see
Enabling User Access to PTC FlexPLM Through Team Membership.
Groups
Access to the vendor portal is controlled through user groups. The Vendors user group allows its subgroups to access the vendor portal. Each group within the Vendors group represents a vendor company or a division within a company. Users within any subgroup of the Vendors group are considered vendors, and can access only the vendor portal. To access PTC FlexPLM, the Vendors group must be part of the Retail group.
1. Create a group called Vendors. This is the master group for determining vendors within the system. All users in this group or its subgroups are deemed vendors, regardless of any other group they belong to outside of the Vendors group.
a. From the side navigation bar, click > > . The Participant Administration utility appears.
b. Click the create new group icon
.
c. In the Group Name field, enter Vendors.
d. Click OK.
2. Add the Vendors group as a member of the Retail group. This action designates vendor users as PTC FlexPLM users so they have access to the system.
3. Optionally, you can create a subgroup of the Vendors group for each company you want to represent as a vendor company.
Users
Any user who is a member of the Vendors group or its subgroups is deemed a vendor within the system. Each user for a given vendor company must be a member of the company group that is created as a subgroup of the Vendors group.
To create a user called Agent X who belongs to the group Company X, follow these steps:
1. From the side navigation bar, click > > .
2. Click the create new user icon
.
3. In the New User window, enter the user information, including the user name and password.
| Keep a record of this password, because you need to log in as this user for testing purposes. |
4. Click OK to save your changes.
5. From the right-click actions menu for the Vendors group, select Edit.
6. In the Edit Group window, click the Add Members step.
7. Click the add members to group icon
.
8. In the Find Participant window, enter a search string to locate the user you want to add.
| Because groups can be subgroups of other groups, the system returns all users and groups that match your search string. Be sure to select the checkbox for the user, and not the checkbox for the group. |
9. Select each participant that you want to add as a member to the group.
10. Click Add to add the selected participants to the Participant List box.
11. Click OK.
12. To see users who are members of the
Company X group, click the information icon
.
