Users and Groups, Hierarchy Members Tab (Master Data Manager)
Use the Hierarchy Members tab to view or assign permissions to hierarchy members. These permissions are optional. If you do not assign permissions on the Hierarchy Members tab, the user can view or update all members for the model objects he or she has access to.
For users, permissions can be explicitly assigned or inherited from group memberships.
For groups, permissions are explicitly assigned.
This page contains two panes: Hierarchy Member Permissions and Hierarchy Member Permission Summary.
Buttons
Button Name |
Description |
|---|---|
Back |
Returns to the list of users or groups. |
Edit |
Enables changes to the user's or group's permissions. This button is available after you select a hierarchy. |
Save |
Saves changes. This button is available after you click the Edit button. |
Cancel |
Cancels changes. This button is available after you click the Edit button. |
Controls
Control Name |
Description |
|---|---|
Model |
Select the model you want to assign permission to. .gif "Note") Note
Only models for which you are a model administrator are displayed.
|
Version |
Select the version you want to assign permission to. The same permissions are automatically assigned to all copies of the version that are subsequently created. Permissions assigned to a version other than the most recent apply to that version and newly-created copies of that version only. |
Hierarchy |
Select the hierarchy with members you want to assign permissions to. |
Permissions (Users only) |
Select a view of the user's permissions. Possible views are:
|
Hierarchy Member Permissions
Use the Hierarchy Member Permissions pane to view and edit hierarchy member permissions.
Assigned permissions are inherited and cascade down the hierarchy from the closest ancestor. When you assign permissions to a hierarchy node, the members in all other nodes at the same level or higher are hidden from the user.
Buttons
Button Name |
Description |
|---|---|
Pin selected item |
Displays only the selected node and its descendants. This is helpful when browsing large hierarchies. |
Locate parent of selected item |
Refreshes the hierarchy to display the parent of the selected item in bold text. This is helpful when a pin is applied and you need to see a higher level in the hierarchy. |
Refresh hierarchy |
Refreshes the hierarchy to display updates. You can use this to remove a pin. |
Show/hide names |
Shows or hides names that are displayed in brackets in the hierarchy. |
View metadata |
Opens the Metadata Explorer page, from which you can view metadata. |
Search |
Finds hierarchy members based on the text you type. A maximum of 500 records are displayed. |
Menu Items
Click the Edit button to assign permissions. Then click a node to view the menu.
Menu Item Name |
Description |
|---|---|
Read-only |
Assigns the user or group read-only permission. When all attributes in a hierarchy are read-only, the nodes are displayed in grey italic text in Explorer. |
Update |
Assigns the user or group permission to add, delete, and update data within the hierarchy. If the user or group has update permission on a member, the user can change the member's attributes and parents. Updateable data is displayed in black text in Explorer. |
Deny |
Denies permission. The hierarchy or member will not be visible to the user or group. |
Details |
Displays the date and time the user or group permissions were updated, and by whom. |
Undo |
Removes the permissions you assigned. |
Hierarchy Member Permission Summary
Use the Hierarchy Member Permission Summary pane to view a list of hierarchy member nodes that have permission assigned. You can delete rows from the list.
Buttons
Button Name |
Description |
|---|---|
Delete selected permission |
Deletes the permission. |
Locate selected permission |
Locates the member in the Hierarchy Member Permissions Pane. The member is displayed in bold black text. |
Control
Control Name |
Description |
|---|---|
Version filter |
Filters the grid by the selected version. |
Menu Items
A menu is displayed when you click the down arrow in each row of the grid.
Menu Item Name |
Description |
|---|---|
Delete |
Deletes the explicitly-assigned permission. The user can still have inherited permissions. |
Details |
Displays the date and time the user or group permissions were updated, and by whom. If the permission is inherited from a group, the group name is displayed. |
Grid Columns
Column Name |
Description |
|---|---|
Version |
Displays the version to which permissions are granted. |
Hierarchy |
Displays the name of the explicit hierarchy. |
Member |
Displays the member to which permissions are granted. |
Source Group (Users only) |
Displays the group the permissions are inherited from, if the permission is inherited. |
Permission |
Displays the type of permission. Possible values are:
|