Manage Solution Access Control

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This section describes how administrators manage solution access control. The main workflow is shown below.

Enable solution access control: Add an administrator to enable solution access control so that the administrator can manage solution permissions.
Configure the required roles: Configure the roles required for the solution, including the default roles and optional custom roles.
Configure permissions for roles: Configure the required permissions for custom roles.
Add accounts to roles: Add accounts to each role.

Enable Solution Access Control

By default, solution access control is disabled, and any user can open the solution and perform any operation. To enable solution access control, follow these steps:

Select File Solution Access Control from the menu bar or right-click the solution name in the project list and select Solution Access Control from the shortcut menu.
In the window that appears, enter a username and password to add an administrator. Then click OK to enter the Solution Access Control interface.

After an administrator is added to the solution, solution access control is enabled. When users subsequently open the solution, they must enter the correct username and password on the login interface, which is the default login method, to obtain the corresponding role and permissions.

If a solution and unassigned projects are open at the same time, the permissions of the unassigned projects become the same as those of the solution after solution access control is enabled.

Configure the Required Roles

Solution access control provides four default roles: Administrator, Engineer, Operator, and Observer. Each role has different operation permissions, as briefly described below. For details, see Appendix.

Administrator: Has all solution-related permissions, including view permissions, operation permissions, Solution Access Control, role management, account management, and other advanced settings.
Engineer: Has view permissions and operation permissions.
Operator: Has view permissions and operation permissions except Debugging tools, Modify project and parameters, Configure running views, Manage production parameter entries, and Configure statistical report.
Observer: Has view permissions only.

If the four default roles do not meet on-site requirements, you can configure custom roles for customized permission control.

Use Default Roles

Solution access control provides four built-in default roles. Default roles can only be renamed; they cannot be added or deleted.

To rename a default role, right-click it, select Rename, and enter a new role name in the window that appears.

Use Custom Roles

To add a custom role, click Add in the custom role list, and enter a new role name in the window that appears.

For other operations related to custom roles, see Role Management Operations.

Configure Permissions for Roles (Custom Roles)

The permissions of default roles are fixed and cannot be modified. Permissions can be configured only for custom roles.

To configure permissions for a custom role, select the role and configure its permissions on the permission configuration interface. After completing the configuration, click Save.

Add Accounts to Roles

After configuring the roles, add accounts to them. Select a role and add accounts on the account management interface. Accounts can be added in either of the following ways.

Add a Single Account

Click Add Account above the account information list, and enter a username and password in the window that appears to add an account to the role.

When adding an account, ensure that both the username and password are unique.

Import Accounts in Batches

Click to the right of Add Account, select Batch Import, and follow the instructions in the new window.

When importing accounts in batches, note the following:

The Excel file must contain the same headers as the current account list.
Importing content from Excel files earlier than Excel 2007 is not supported. Files with the .xls extension cannot be imported.
Headers that are not already present cannot be appended during import. To add new header data, import the header data again.

You have now completed the operations required to manage solution access control. For other operations, see the following sections.

Other Operations

Role Management Operations

Custom roles can be added, deleted, and renamed, as described below.

Operation	Description	Illustration
Copy an existing role as a custom role	Right-click a default role, select Copy as Custom Role, and enter a new role name in the window that appears.
Right-click an existing custom role, select Copy Role, and enter a new role name in the window that appears.
Delete a custom role	Right-click the role and select Delete Role.
Rename a custom role	Right-click the role, select Rename, and enter a new role name in the window that appears.

Operation

Description

Illustration

Copy an existing role as a custom role

Right-click a default role, select Copy as Custom Role, and enter a new role name in the window that appears.

copy role

Right-click an existing custom role, select Copy Role, and enter a new role name in the window that appears.

copy existing

Delete a custom role

Right-click the role and select Delete Role.

delete role

Rename a custom role

Right-click the role, select Rename, and enter a new role name in the window that appears.

rename custom role

Account Management Operations

Set Account Information List Headers

If the default headers of the account information list do not meet your needs, you can edit them.

Click More on the right side of the account information list, and select Set heading. You can then add new headers in the Set Heading window.

The following figure shows the account information after the Name column is added. Click in the Operation column to set the name.

Reset an Account Password

When a user forgets the account password, an administrator can reset it as follows.

Click on the right side of the account information list, enter a new password in the window that appears, and click OK.

Delete a Single Account

To delete an account, click on the right side of the account information list, and click OK in the window that appears.

After the account is deleted, it no longer has permission to view the solution.

Delete Accounts in Batches

To delete accounts in batches, click More on the right side of the account information list and select Batch Delete.

Checkboxes then appear to the left of the accounts. Select the accounts to be deleted, and click Delete in the upper-right corner.

Permission Management Operations (Custom Roles)

The permissions of default roles are fixed and cannot be modified. Only permissions for custom roles can be modified.

Modify Permissions

To modify configured permissions, click Permission management in the upper-right corner to open the permission configuration page. Select or clear the permission checkboxes, and click Save.

Reset Permissions

To reset configured permissions, click Permission management in the upper-right corner to open the permission configuration page. Click Reset in the lower-right corner, and then click Save.

After the reset, the role has only the default permissions.

Advanced Settings

Advanced settings provide Delete all account, Auto logout after inactivity, and Login settings. Use them as needed.

No.	Function	Instructions
1	Delete all account	Clears all role information and custom role configurations, and disables solution access control.
2	Auto logout after inactivity	Configures automatic logout for a role. If no operation is performed within the configured Idle Timeout, the account is automatically logged out. The configurable range is 1–120 min.
3	Login settings	Sets the login method and login background style.

No.

Function

Instructions

Delete all account

Clears all role information and custom role configurations, and disables solution access control.

Auto logout after inactivity

Configures automatic logout for a role. If no operation is performed within the configured Idle Timeout, the account is automatically logged out. The configurable range is 1–120 min.