Managing Partner Access

[Anonymous]

Hi, everyone

I'm trying to set up partner access into PLM 360. For a contract manufacturing partner, I'd like him just to be able to view certain items.

To do this, I'm making a Partner group, and not giving it the privilege to read items owned by others. For the boards in question, I'm assigning the partner group as an "additional owner" and letting him read it. As part of the process, I guess we'll need to make the same assignment to items in the BOM. 

Is that right? Is this approach reasonable, or is there some other best practise?

For some commodity components, I don't really case who sees them, so I'm thinking of creating a "Common" group and just putting everyone into that group, and assigning every commodity part the additional owner "Common".

What I haven't figured out is how can I hide cost fields on the item? If a parnter can read the item, can he read all the fields with no exception? How do you manage this? Should I split that information off into a new workspace item and just manage the access separately?

Thanks

Edward

[michelle.stone · Accepted solution]

Hi Edward.  Sounds like you have the basics of controlling access to records through item ownership down.

For your last question, think about setting up the fields you want to restrict in a section and then use the advanced permission options to restrict access:

Hope that helps!

Michelle

[Anonymous]

Hi, Michelle

I set up and tested everything with the costing attributes in their own section, and it worked perfectly.

Initially, I wasn't so happy at having to move them to a new section, but when I was done, I decided it actually was much cleaner. I'm quite satisfied with this and feel it will work well.

Thanks

Edward