Users, groups, roles, and permissions

In this unit, you will learn about the relationships between users, groups, roles, permissions, and workspaces in Fusion Manage.

00:04

The next topic in the workflow involves learning about the relationships between users, groups,

00:09

roles, permissions and workspaces in Fusion 360 Manage.

00:16

The security model of Fusion 360 Manage is broken down by sight,

00:21

Workspace, tab, section and record level access.

00:27

Once a user has been provided access to the tenant,

00:31

you can provide them with the workspace level access.

00:34

In the workspace, you can control access to the tabs and the tabs sections by turning them on or off

00:40

and by providing read or write access.

00:43

Then finally, you can also enable record level access.

00:48

Now we'll take a look at the specifics of users, groups,

00:50

roles and permissions and the relationships between them.

00:54

A user in Fusion 360 Manage is an individual with a license type of professional or participant.

01:01

The professional license type enables a user to have create and edit capabilities.

01:07

This license type is used for administrators as well as other users that need read-write capabilities.

01:13

The participant license type is a limited license type and used for consumer users.

01:19

These users can participate in workflows and perform some read only functions.

01:27

Groups are collections of users and collections of roles.

01:30

All users must belong to a group, even if it's a group of one.

01:37

Roles are a collection of permissions associated to a group or groups.

01:41

Your role determines what you can do in a workspace.

01:46

Permissions within a role.

01:47

Our individual actions that you can perform within a workspace such as add, delete, edit and view.

01:55

There are different types of permissions,

01:57

for example, workspace, workflow, special permissions and administrator type permissions.

02:04

To view users in Fusion 360 Manage,

02:08

from the navigation menu, select Administration, then Security.

02:12

This is the page where all the user, group, roles and permission management takes place.

02:17

Notice that the current users can be modified under the Modify User column.

02:22

Using the Edit link for editing settings such as the time zone and units of measure preference,

02:27

and the Groups link to change the groups for which the user is a member.

02:32

In the upcoming demonstration, we will look at existing users

02:36

and the groups they belong to, including the roles and permissions they have.

02:42

In this demonstration we'll take a look at the current users in Fusion 360 Manage.

02:47

From the menu, we select Administration, then Security to view the users.

02:52

Let's click on the Edit link of an admin user.

02:55

We can see that we can view and change settings such as the time zone,

02:59

license type and unit of measure preference.

03:03

If we click now the Group's link

03:06

we see that we can view and change what groups this user belongs to,

03:11

in this case the admin group and a few others.

03:14

Now let's view a non-admin user named Manufacturing User by selecting the Users tab,

03:22

and clicking its Groups link to look at the group it belongs to, in this case the Manufacturing group.

03:28

To view this group's roles. Select the Groups tab, then click the Roles link.

03:33

Among others, there is a change requests [R/W] role.

03:37

Now let's take a closer look at the permissions of this role

03:41

by selecting the Roles tab and clicking the Edit link for this role.

03:49

Here we see that it's associated with the Change Requests workspace.

03:53

Now we'll click Cancel to go back to view the groups associated to this role by clicking the Groups link.

04:01

And lastly, to view the permissions included in this role,

04:05

click the Permissions link.

04:11

We see on the right all the permissions, such as permissions for adding, editing and deleting attachments,

04:17

adding, editing and deleting in the Grid and more.

Video transcript

00:04

The next topic in the workflow involves learning about the relationships between users, groups,

00:09

roles, permissions and workspaces in Fusion 360 Manage.

00:16

The security model of Fusion 360 Manage is broken down by sight,

00:21

Workspace, tab, section and record level access.

00:27

Once a user has been provided access to the tenant,

00:31

you can provide them with the workspace level access.

00:34

In the workspace, you can control access to the tabs and the tabs sections by turning them on or off

00:40

and by providing read or write access.

00:43

Then finally, you can also enable record level access.

00:48

Now we'll take a look at the specifics of users, groups,

00:50

roles and permissions and the relationships between them.

00:54

A user in Fusion 360 Manage is an individual with a license type of professional or participant.

01:01

The professional license type enables a user to have create and edit capabilities.

01:07

This license type is used for administrators as well as other users that need read-write capabilities.

01:13

The participant license type is a limited license type and used for consumer users.

01:19

These users can participate in workflows and perform some read only functions.

01:27

Groups are collections of users and collections of roles.

01:30

All users must belong to a group, even if it's a group of one.

01:37

Roles are a collection of permissions associated to a group or groups.

01:41

Your role determines what you can do in a workspace.

01:46

Permissions within a role.

01:47

Our individual actions that you can perform within a workspace such as add, delete, edit and view.

01:55

There are different types of permissions,

01:57

for example, workspace, workflow, special permissions and administrator type permissions.

02:04

To view users in Fusion 360 Manage,

02:08

from the navigation menu, select Administration, then Security.

02:12

This is the page where all the user, group, roles and permission management takes place.

02:17

Notice that the current users can be modified under the Modify User column.

02:22

Using the Edit link for editing settings such as the time zone and units of measure preference,

02:27

and the Groups link to change the groups for which the user is a member.

02:32

In the upcoming demonstration, we will look at existing users

02:36

and the groups they belong to, including the roles and permissions they have.

02:42

In this demonstration we'll take a look at the current users in Fusion 360 Manage.

02:47

From the menu, we select Administration, then Security to view the users.

02:52

Let's click on the Edit link of an admin user.

02:55

We can see that we can view and change settings such as the time zone,

02:59

license type and unit of measure preference.

03:03

If we click now the Group's link

03:06

we see that we can view and change what groups this user belongs to,

03:11

in this case the admin group and a few others.

03:14

Now let's view a non-admin user named Manufacturing User by selecting the Users tab,

03:22

and clicking its Groups link to look at the group it belongs to, in this case the Manufacturing group.

03:28

To view this group's roles. Select the Groups tab, then click the Roles link.

03:33

Among others, there is a change requests [R/W] role.

03:37

Now let's take a closer look at the permissions of this role

03:41

by selecting the Roles tab and clicking the Edit link for this role.

03:49

Here we see that it's associated with the Change Requests workspace.

03:53

Now we'll click Cancel to go back to view the groups associated to this role by clicking the Groups link.

04:01

And lastly, to view the permissions included in this role,

04:05

click the Permissions link.

04:11

We see on the right all the permissions, such as permissions for adding, editing and deleting attachments,

04:17

adding, editing and deleting in the Grid and more.

View Users, Groups, Roles, and Permissions - Exercise

In this exercise, you will learn how to view the current users in your Fusion Manage tenant. 

Task 1: View a User and Their Groups

  1. From the navigation menu, select Administration > Security.



  2. The Security page will open to the Users tab. Select a user in the list and click on their Edit link.



  3. On the user’s page, change settings such as the Time Zone, License Type, and Unit of Measure Preference, as needed, then click Save.
    If no changes are required, click Cancel to return to the Users list.



  4. For the same user, click their Groups link.



  5. On the user’s Group page, note which groups the user belongs to. If they are an admin user, they will belong to the Admin Group, for example. The right and left arrows in between the lists can be used to add or remove groups, if required. Click Save if changes were made, or if no changes are required, click Cancel to return to the Users list.


Task 2: View a Group’s Roles and Associated Permissions

  1. To view the available groups in the tenant, select the Groups tab. 
  2. Scroll through the list and note which groups are available. Find the Manufacturing group in the list and click its Roles link.



  3. Note in the Roles associated with the group Manufacturing list, there is a Change Requests [R/W] role. To take a closer look at the permissions of this role, select the Roles tab and click the Edit link for this role.



  4. In the Role Details section, note that the role is associated with the Change Requests workspace. Click Cancel to return to the Roles page.



  5. Click the Groups link for the Change Requests [R/W] role. Note the groups associated with this role, then click Cancel to return to the Roles page. 
  6. Click the Permissions link for the Change Requests [R/W] role. On the right, note the permissions associated with this role, such as permissions for adding, editing, and deleting attachments; adding, editing, and deleting in the grid; and more.

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