Adding Service Roles to a Product

Additional Capabilities > Service Information Management > Configuration Guide > Service Product Setup > Adding Service Roles to a Product

You need to be familiar with team administration, including context teams. For more information, see Managing User Participation.

Windchill Service Information Manager and Windchill Service Parts team roles have already been installed with Windchill PDMLink. Some of these roles can already be present in your product as they can be used in other ways as well.

1. Locate your product in the Navigator.

2. Open the Team folder.

3. From the Actions menu, choose Add Roles.

4. From the list, choose the following roles. Press the CTRL key to make multiple selections.

◦ Author

◦ Illustrator

◦ Product Manager

◦ Publications Manager

◦ Reviewer

If you installed Windchill Service Parts, add the Parts Author role as well.

5. Click OK to add the roles to the team. When you return to the Members list, the roles appear.

6. Configure these roles. From the Actions menu, choose Configure Actions for Roles.

7. The column headers in Configure Actions for Roles list each role from the team. The left column displays a series of actions that can be configured for the roles. For each role, the column displays the actions assigned to the role using check boxes. Scroll the Configure Actions for Roles window to the right to check each role.

Be sure the following actions are checked for the specified roles:

Action	Role
	Author	Illustrator	Product Manager	Publications Manager	Reviewer	*Parts Author
Publication Structures	Y	Y	Y	Y	Y	–
Information Structures	Y	Y	Y	Y	Y	–
Replace with Local Copy	Y	Y	Y	Y	Y	–
Publish Representation	Y	Y	Y	Y	Y	–
Save as Master Structure	Y	Y	Y	Y	Y	–
Generate Translation Document	Y	Y	Y	Y	Y	–
Create Translation Package	–	–	–	Y	–	–
Cancel Translation Package	–	–	–	Y	–	–
Assign Expression	Y	–	–	Y	–	Y
Set as Primary Information Structure	–	–	–	Y	–	–
Delivery Content Report	Y	–	–	Y	Y	Y
Generate Publication Structure	–	–	–	Y	–	–
*Export Parts List to XML	–	–	–	Y	–	–
*Create Parts Lists	–	–	–	Y	–	Y
*Generate Parts List	–	–	–	Y	–	Y

*Applicable if you have Windchill Service Parts.

8. Click OK to set the actions for the roles.

Return to the product in the Navigator and verify that the information structure and publication structure second level folders were added to your product. Refresh your view of the product if you cannot see the folders.