Switch Role Dialog

Change the user's role.

Purpose

Different parts of a large Innovator model are generally edited by different roles. This ensures that modelers do not make changes in areas they are not responsible for.

You must select a role to be able to use certain execution and read rights. A role has method-specific functions with configured execution rights.

Access rights to model elements so that they can be edited is always determined from the roles assigned to the user. The roles which have execution rights for the model element's create templates are assigned access rights for newly-created model elements.

Prerequisites

The list of roles that can be selected contains all user roles which the model administrator has assigned to your user account.

You must be logged-in as a user. Model administrator and guest do not have roles.

Call

Open the Switch to a New Role dialog with Model>Switch Role.

Structure

The dialog lists the possible roles for the user.

The Use rights from all roles check box is used for assigning execution and read rights to all roles assigned to the user.

Or activate the execution and read rights for all available roles in the status bar. Clicking on the role icon is the same as the Rights from all roles toggle command.

Switching User Roles

Prerequisites

You are logged-in as a user and have more than one role.

Context

You must select a role to be able to use certain execution and read rights.

Access rights to model elements so that they can be edited is always determined from the roles assigned to the user. The roles which have execution rights for the model element's create templates are assigned access rights for newly-created model elements.

How to proceed

  1. Double-click on the new role or select it.

  2. Click on OK.

  3. You can also switch roles in the status bar. Clicking on the field with the role opens a list.

    You can then continue to work with the execution and read rights assigned to the selected role.

Using Execution and Read Rights for All Roles

Prerequisites

You are logged-in as a user and have more than one role.

Context

You must select a role to be able to use certain execution and read rights.

You can use the execution and read rights for all of your available roles.

Note

Please note that all functions of all your roles will be shown when this option is activated; this may make things unclear and confusing. Please only use this option if the function from another role you require is not available but you cannot change roles.

How to proceed

  1. Activate the Use rights from all roles check box.

  2. Click on OK.

    The read and execution rights, and the privileges of all available roles are used. With this setting you will always get all entries in configurable menus, disregarding the selected role. The access rights are not affected.