Privileges for Innovation Management Users in Agile PLM

In Agile PLM, enable the required privileges for Innovation Management users so they can interact with Agile PLM Reference Objects successfully.

1. Sign in to the Agile PLM Java Client with Administrator privileges.

2. Select the Admin tab and expand User Settings, then expand Privileges, and double-click All Privileges.

3. In the All Privileges window, click New to create a privilege.

4. Name the privilege Discover Reference Objects; optionally, provide a Description.

5. In the Privilege menu, select Discovery.

6. Click New next to the Criteria menu, to create a Criteria.

7. Name the criteria All Reference Objects; optionally, provide a Description.

8. In the Object Type field, select Reference Objects.

9. Click OK to create the criteria.

10. Click OK to create the privilege.

11. In the All Privileges window, click New to create a privilege.

12. Name the privilege Read Reference Objects; optionally, provide a Description.

13. In the Privilege menu, select Read.

14. In the Criteria menu, select the newly created criteria.

15. Expand the menu in the Applied to field and move all the fields to the Selected panel. Click OK.

16. Click OK to create the privilege.

17. Assign the two created privileges to the appropriate roles according to the users configured in Innovation Management.