Roles & User Rights
Overview
This documentation outlines the three main role types in our platform: Platform Roles, Service Roles, and Organization Roles.
Platform Roles include 'Server Admin', 'User Panel Viewer', 'User Panel Buyer', 'AMPI Expert', and 'AMPI User', with functions ranging from system infrastructure management to handling user part submissions.
Service Roles are designed for 3D Service Providers and cover roles like 'ERP Viewer', 'ERP Manager', 'MES Operator', and 'ERP/MES Configurator', overseeing tasks from order management to request processing.
Organization Roles consist of 'Organization Admin' and 'Catalog Admin', with responsibilities for user management, analytics, and Catalog administration.
This guide details the specific functions of each role and instructions for managing these roles within our system.
Platform Roles
Overview of Platform Roles
Role | Panel | Who Uses it? | Functions |
|---|---|---|---|
Server Admin / “Superuser“ | 3YOURMIND Technical Team |
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User Panel Viewer | End-users who need to browse Catalog parts and who don’t have the authority or the rights to create their own orders. |
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User Panel Buyer (default) | End-users who have the authority to order Catalog parts or to upload new parts and order them. |
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AMPI Expert | AM Part Identifier | AM Application Engineers, AM Project Managers |
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AMPI User (default if set) | AM Part Identifier | AM Contributors |
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Adding or Editing Platform Roles
To add a role or edit the roles for individual users:
Open the Admin panel
Navigate to AUTHENTICATION AND AUTHORIZATION › forgaUsers
Find and open the details of the user you want to edit
Scroll down to USER ACCESS GROUPS
Add or change existing Access Groups as needed
Save your changes at the bottom of the page
To remove a role from a user account, select the checkbox DELETE? and confirm your changes through saving at the bottom of the page.
Service Roles
Overview of Service Roles
Role | Panel | Who Uses it? | Functions |
|---|---|---|---|
Service Roles: | Service Panel | 3D Service Providers Those responsible for order fulfillment and managing 3D printing. |
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These individual service roles contain the following access rights:
Role | Access To |
|---|---|
ERP Viewer |
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ERP Manager |
|
MES Operator |
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ERP/MES Configurator |
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Adding or Editing Service Roles
To add a role or edit the roles for individual Service users:
These roles can be added via
Admin panel - Fulfillment partners - <YOUR PARTNER> - USERS ACCESS GROUPS
Open the Admin panel
Navigate to PARTNER › Fulfillment partners
Select the Fulfillment partner (Service) for which you want to edit a user’s roles
Scroll down to USER ACCESS GROUPS
To add a new user and assign a role:
Click on Add another User Access Groups
Select a user from the list or search for the desired user
Select the desired role under ACCESS GROUP
Save your changes
To edit an existing user’s role
Select a new role under ACCESS GROUP
Save your changes
To remove a role for a user
Select the checkbox DELETE? for the desired user
Save your changes
Organization Roles
Overview of Organization Roles
Role | Panel | Who Uses it? | Functions |
|---|---|---|---|
Organization Panel | User Managers |
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User Panel, Service Panel | Project Managers |
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Adding or Editing Service Roles
To add a role or edit organization roles for individual users:
Open the Admin panel
Navigate to B3_ORGANIZATION › Organizations
Select the Site (Organization) for which you want to edit a user’s roles
Expand User Roles
Add or remove users to
Organization panel admins
Catalog admins
Save your changes