Explain Document Access

To access this dialog box:

In the SolidWorks client or SolidWorks Explorer client, in the vault view, right-click a document and select Explain Access.

The following information is displayed. You can select a revision and take ownership in this dialog box.

  • Document. The document name.

  • Revision. Select a revision from the list.

  • Owner. If no owner is listed and you have read/write access, you can click Take Ownership to take ownership.

Read/Write Access for the Selected Revision

  • Project. The project in the vault in which the document resides.

  • Lifecycle Status. Status or the state of control (disabled, for example).

  • Administrator. Whether administrators have read/write access to all projects.

  • Access: Your access level for this document: – (none), RO (read only), or RW (read/write).

Global Vault Settings and Permissions

The following settings from the VaultAdmin Vault Settings and Lifecycle tabs are shown as Yes or No.

  • Allow revision bumping. Users can bump revision levels without opening the document.

  • Allow delete of documents. Users have permission to delete documents.

  • Allow latest revision overwrite. Users can check documents in with the same revision level as the document in the vault, overwriting the document in the vault.

  • Allow change document properties. Users can change document properties in SolidWorks Workgroup PDM. Users can always change properties in the original application.

  • Allow users to create subprojects. Users can create subprojects in projects to which they have access.

  • Allow renaming of documents. Users can rename documents in the vault.

  • Lifecycle enabled.

  • Control document access using lifecycle status. The vault administrator controls document access by specifying users and groups for each lifecycle status.

  • Allow lifecycle status changes on check in. The vault administrator allows users to change lifecycle status during check in.

  • Administrator can change lifecycle status. If you are an administrator, you can change the lifecycle status.

  • Owner can change lifecycle status. If you are the document owner, you can change the lifecycle status.

  • User or group can change lifecycle status. If a user or group can change lifecycle status, it is listed here.

Explain Document Access