Server Administration > Workflow to Manage Process and Change > Assigning Administrators for PTC RV&S
Assigning Administrators for PTC RV&S
For PTC RV&S, the person who sets up and configures PTC RV&S is referred to as the PTC RV&S server administrator. Administrators can also delegate certain tasks related to projects for workflows and documents and types to a project administrator and type administrator.
Administrators are responsible for setting up PTC RV&S, and have access to all admin provided objects. For day-to-day management, once PTC RV&S is configured you may want to delegate a subset of administrative responsibilities by allowing certain users to manage projects and types. PTC RV&S allows you to limit access to these two key workflow and document objects and, in this way, delegate responsibilities for the associated management tasks.
You can delegate certain administrative tasks by assigning specific administrators to them. You assign a PTC RV&S project administrator through the New Project or Edit Project function. You assign a PTC RV&S type administrator using the New Type or Edit Type function.
The following table outlines available commands by role and their required permissions:
Workflow and Document Object
PTC RV&S Server Administrator
Project Administrator
Type Administrator
Users
Create
Edit
View
Delete
Import
View
View
Groups
Create
Edit
View
Delete
Import
View
View
Dynamic Groups
Create
Edit
View
Delete
Edit project membership
View
Edit project membership
View
Projects
Create
Edit
View
Delete
Assign project or type administrators
Create and delete subprojects
Edit
View
View
States
Create
Edit
View
Delete
Type Overrides
No access
Create
Edit
View
Delete1
Type Overrides
Types
Create
Edit
View
Delete
Create/edit presentation templates
Assign project or type administrators
No access
Edit
View
Create/edit presentation templates
Fields
Create
Edit
View
Type Overrides
No access
Create
Edit2
View
Type Overrides3
Triggers
Create
Edit
View
Delete
No access
No access
Admin Charts
Create
Edit
View
Delete
No access
No access
Admin Dashboards
Create
Edit
View
Delete
No access
No access
Admin Queries
Create
Edit
View
Delete
No access
No access
Admin Reports
Create
Edit
View
Delete
No access
No access
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