Accounts

Access to your private data is restricted by coordinating accounts and permissions. Each person you decide to provide access to should have their own account and you can group permissions into permission sets. As site administrator, you can manage or revoke each account's access at any time.

Aligni provides role-based access control (RBAC) for user accounts. RBAC allows site administrators a compromise between simplicity and flexibility when granting user access to their data without sacrificing data integrity or security. The Aligni RBAC is built on a foundation of a few pre-determined roles in addition to user-configurable permission sets to add additional access.

Administrator

mugThere is exactly one administrator account for each site. The administrator maintains complete control of the site and is granted all permissions.

In addition to data management and visibility permissions, the administrator is granted the following exclusive permissions:

  • Manage site settings
  • Manage user accounts
  • Manage permission sets

Account Permissions

Accounts-PermissionSets@2xAccounts are granted permissions by enrolling them in one or more Permission Sets (described below) from the account’s setting page. Permission sets only grant permissions additively. One permission set cannot remove access that has already been granted by another.

Librarians / Data Managers

One important permission that is often granted its own Permission Set is Can Manage Data. This permission grants fairly broad management access to a number of items in your Aligni database:

  • Inventory locations and sublocations
  • Units and Unit Conversions
  • Part Types
  • Custom Parameters
  • Labels

Permission Sets

PermissionSets-List@2xA Permission Set is a collections of discrete permissions that can be additively granted to users. One or more permission sets may be granted to each user. The user is then granted all granted permissions from each permission set.

Qualifiers

Several permissions have optional qualifiers that allow the permission to apply only under certain conditions. For example, you can grant the permission to view inventory at all inventory locations or at one specific location. To grant permission to view inventory at multiple inventory locations, you will need to create a permission set for each inventory location, then apply all of these permission sets to the user.

Implied Permissions

Also note that many permissions imply the grant of some other permission. For example, to grant permission to manage inventory will also, necessarily, grant permission to view inventory. These implied permissions are indicated in the permission list and will automatically take effect when the permission set is saved.

Permissions

The table below contains a comprehensive list of available permissions and the abilities they provide.

General
View Costs View cost information (inventory cost, quotes, pricing history, etc).
Enter Quotes Manually enter a quote for a part. (not ActiveQuote)
Manage Data Management of site-wide data such as inventory locations, units, part types, custom part parameters, labels, etc.
 
Parts
Create New Parts Create new parts.
Delete Parts Delete a released part as long as it is not in inventory and is not used on any assemblies.
Release Parts Release a draft part or part revision.
Edit Released Parts Edit the non-revisioned parameters for a released part.
Create Draft Revisions Create new drafts from existing parts.
Edit Released Part Revisions Override the draft/release process to make edits to revisioned parameters for a released revision without creating a new revision.
This applies to custom parameters as well as part lists.
Manage Alternate Parts Add, edit, or delete alternate parts.
Manage Approved Vendors Add, edit, or delete approved vendors.
View Attachments View part and revision attachments.
Add Attachments Add attachments to parts and draft revisions subject to the attachment handling setting.
Manage Attachments Edit and remove existing attachments.
Edit Lifecycle Parameters Edit parameters specified as “lifecycle parameters” at any time.
 
Suppliers, Customers, Contacts
View Suppliers View supplier details.
Manage Suppliers Create and edit supplier information and attachments.
View Customers View customer details.
Manage Customers Create and edit customer information and attachments.
View Contacts View contact details.
Manage Contacts Create and edit contact information and attachments.
 
ActiveQuote
View ActiveQuotes Visit the ActiveQuote system to view quote requests and responses.
Create ActiveQuotes Create quote requests, edit and delete their own, and submit them for approval.
Delete ActiveQuotes Delete active and completed quotes. Without this permission, users may only delete their own draft or pending quotes.
Submit ActiveQuotes Submit quote requests to vendors.
Approve ActiveQuotes Approve quote requests for submittal.
 
Purchasing
View Purchasing Visit the purchasing system.
Create Purchasing Create purchases, edit their own, add/delete attachments, and delete them.
Manage Purchases Manage open and completed purchases even if they’re not their own. This includes adding / removing items, adding removing attachments, and deleting purchases.
Submit Purchases Submit purchases for approval. This permission may optionally be qualified by a maximum purchase amount.
Approve Purchases Approve pending purchases. This permission may optionally be qualified by a maximum purchase amount.
 
Builds
View Build Manager View the build manager and see builds in progress.
Create Build Create new builds (planned or scheduled).
Allocate Build Allocate items on a build.
Reserve Build Reserve items on a build. This permission may optionally be restricted to a single inventory location.
Complete Build Complete builds. This permission may optionally be restricted to a single inventory location.
 
Inventory
View Inventory View inventory. This permission may optionally be restricted to a single inventory location.
Create Inventory Transfers Initiate inventory transfers. This permission may optionally be restricted to a single inventory location.
Receive Inventory Receive inventory on transfers and purchase orders. This permission may optionally be restricted to a single inventory location.
Manage Inventory Manually add, adjust, and move inventory. This permission may optionally be restricted to a single inventory location.

Next Step →

Configure Site Settings