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

Role

Panel

Who Uses it?

Functions

Server Admin / “Superuser“

Admin Panel

3YOURMIND Technical Team

Technical Administrators

User Panel Viewer

User Panel

End-users who need to browse Catalog parts and who don’t have the authority or the rights to create their own orders.

  • Browse Catalog

  • Open help page

  • See quick links

  • Modify profile

User Panel Buyer

(default)

User Panel

End-users who have the authority to order Catalog parts or to upload new parts and order them.

  • All from User Panel Viewer

  • Create basket

  • Create requests

  • Create quotes

  • Order from the basket

  • Order from the Catalog

AMPI Expert

AM Part Identifier

AM Application Engineers, AM Project Managers

  • Handle user part submissions

  • Access to part portfolio Reports and detailed scores for each part

  • Assign parts

AMPI User

(default if set)

AM Part Identifier

AM Contributors

  • Create parts and submit them for review

  • Browse Catalog

Adding or Editing Platform Roles

To add a role or edit the roles for individual users:

  1. Open the Admin panel

  2. Navigate to AUTHENTICATION AND AUTHORIZATION › forgaUsers

  3. Find and open the details of the user you want to edit

  4. Scroll down to USER ACCESS GROUPS

  5. Add or change existing Access Groups as needed

  6. 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

Role

Panel

Who Uses it?

Functions

Service Roles:

Service Panel

3D Service Providers

Those responsible for order fulfillment and managing 3D printing.

These individual service roles contain the following access rights:

Role

Access To

Role

Access To

ERP Viewer

  • See Dashboard

  • Access Request, Quotes, Orders

  • Comment on Request, Quotes, Orders

  • Turn a Request into a Quote

  • Change Order Status

ERP Manager

  • All from ERP Viewer

  • Create new Orders

  • Edit existing Orders

  • See all registered users

MES Operator

  • Access Jobs, Parts, Schedule

  • Create and Schedule Jobs

  • Move Parts through the Workflow

  • Comment on Parts

  • Assign Part Workflow

  • Assign Part Target Date

ERP/MES Configurator

  • All from ERP Viewer

  • All from MES Operator

  • All from ERP Manager

  • Change Settings for ERP and MES

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

  1. Open the Admin panel

  2. Navigate to PARTNER › Fulfillment partners

  3. Select the Fulfillment partner (Service) for which you want to edit a user’s roles

  4. Scroll down to USER ACCESS GROUPS

To add a new user and assign a role:

  1. Click on Add another User Access Groups

  2. Select a user from the list or search for the desired user

  3. Select the desired role under ACCESS GROUP

  4. Save your changes

To edit an existing user’s role

  1. Select a new role under ACCESS GROUP

  2. Save your changes

To remove a role for a user

  1. Select the checkbox DELETE? for the desired user

  2. Save your changes

Organization Roles

Overview of Organization Roles

Role

Panel

Who Uses it?

Functions

Role

Panel

Who Uses it?

Functions

Organization Admin

Organization Panel

User Managers
Analytics Users

  • Analytics

  • User management

Catalog Admin

User Panel, Service Panel

Project Managers

  • Managing parts in the Catalog

  • Creating, editing, removing parts

  • Changing publication status of parts

  • Defining and changing of fix prices of Catalog parts

Adding or Editing Service Roles

To add a role or edit organization roles for individual users:

  1. Open the Admin panel

  2. Navigate to B3_ORGANIZATION › Organizations

  3. Select the Site (Organization) for which you want to edit a user’s roles

  4. Expand User Roles

  5. Add or remove users to

    1. Organization panel admins

    2. Catalog admins

  6. Save your changes