Roles

Role	Description
Access Grantor	Used in many applications, hidden. A custom-code role for granting access privileges. Access grantor persons have the password "shadowsecret".
Accounting Clerk	Used in ENOVIA Product Line Management and ENOVIA Variant Configuration Central. Receives payment for sales orders and then promotes sales orders to the Payment Received state.
Administration Manager	Used in many applications. Persons must belong to this role to use the administrative wizards in ENOVIA Matrix Navigator and to use the Reload Cache tool.
Advanced Quality Engineer	Used in Supplier Central, ENOVIA Product Line Management, and ENOVIA Variant Configuration Central. Responsible for Quality Plan creation and management process. In ENOVIA Product Line Management, responsible for testing to ensure that issues are resolved properly and that they do not impact other areas of the release.
Analyst	Person from an external company who is responsible for the resolution of issues Child of Exchange User.
Author	Used in Library Central. Users who can create, revise, modify or delete objects as determined by the AuthorCreateTypesList configuration settings. Child of Librarian.
Business Manager	Used in Program Central. Administrators of business goals. Business goals feature is only available to host company users. Child of Project User.
Buyer	Used in Supplier Central. Employees or representatives of a buyer company. Child of Global User.
Buyer Administrator	Used in ENOVIA Sourcing Central. Creates RFQ and line item templates. Child of Global User.
CAD Revision Manager	Manages the revisions of released nodes.
CATIA V5 Integration User	Used in Designer Central. Person with permission to use the CATIA V5 integration. Child of Integration User. Parent of VPLM Matrix User.
Company Contact	Used in many applications. Main contact for a company.
Company Name	Role used to allow all employees of the host company access to various objects. You should change the name of this role to the name of your company, making sure it's the exact same name used for the Company business object that represents your company. For more information, see Setting Up Vaults, Companies, and Users. All employees of your company should be members of this role. This approach is helpful when users outside the company are provided access to the database through the ENOVIA products or the Web Navigator. Certain accesses may then be given to employees, but not to others.
Company Representative	Used in many applications. Users assigned as Company Representatives can access the Administration pages to edit their company and employee profiles.
Compliance Administrator	Used inMaterials Compliance Central. Creates and manages enterprise-scope compliance definitions, plants, and other administration/system configuration actions. Child of Employee
Compliance Contact Representative	Used in Materials Compliance Central.
Compliance Engineer	Used in Materials Compliance Central. Checks the compliance of an assembly/component and is responsible for importing supplier compliance data. Child of Employee Parent of Senior Compliance Engineer. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Compliance Executive Contact	Used in Materials Compliance Central. Contact for the supplier using the IPC format to submit compliance data.
Compliance Reviewer	Used in Materials Compliance Central. Provides a user with read-only access to a subset of Materials Compliance Central functionality and to perform local roll-ups.
Component Author	Used in Component Central. Provides limited authoring ability. Child of Component User. Parent of Component Qualification Engineer.
Component Engineer	Used in Engineering Central. Responsible for maintaining manufacturer equivalent parts. Child of Employee. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Component Qualification Engineer	Used inComponent Central. Responsible for creating and managing EP, MEP, and SEP, plus the mapping between these part types. Qualifies MEP and SEP. Child of Component Author.
Component User	Used in Component Central. Provides view access to Component Central. Child of Global User. Parent of Component Author.
Customer	Used in ENOVIA Variant Configuration Central. Persons in the customer company who use the Product Configurator Web pages to configure and order products should be assigned to this role. Parent of Customer Representative.
Customer Representative	Used in many applications. Persons in the customer or supplier company who will request for users to be added.
Customer Support Engineer	Used in Defect Management. Handles incoming Issues and interfaces with the Customer. Child of Employee.
Customer Support Manager	Used in Defect Management. Customer Support team lead who manages a team of Customer Support Engineers (and possibly Cusomter Support Suppliers). Child of Employee.
Design Engineer	Used in Engineering Central and ENOVIA Product Line Management. In Engineering Central, a Design Engineer creates and revises parts, drawing prints, and ECR/ECOs. In ENOVIA Variant Configuration Central, a Design Engineer creates rules for a product (such as compatibility rules, inclusion rules, rule extensions, and resource), adds parts, and reviews and tests the product before it is released. People who need to test the product configurations in the Product Line component should be assigned to the Product Manager or Design Engineer role. Persons with either of these roles can create configurations for products in any state, not just those that are released. Child of Team Design Engineer. Parent of Senior Design Engineer. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Design Reviewer	If OOTB policy is used, the user assigned to this role can promote design to Finalization State by signing. It is the only role who can apply signing while promoting design from Pre-Finalization state to Finalization State.
Design Manager	If OOTB policy is used, the user assigned to this role can promote design to Finalization State is it is signed. If OOTB policy is used, the user assigned to this role can promote / demote / modify the design which is in Finalization State If OOTB policy is used, the user assigned to this role can demote design which is in Release State Child of Integration User. Parent of Integration Administrator.
Designer	Used in VPM. This role is deprecated in Designer Central.
Development Engineer	Used in Defect Management. Responsible for fixing Defects. Child of Employee.
Development Manager	Used in Defect Management. Development team lead who manages a team of Development Engineers (and possibly Supplier Development Engineers). Delegates the responsibility of fixing open defects to members of the team. Child of Employee.
Document Control	The Document Control person at the company. Child of Employee. Hidden.
Document Control Manager	The Document Control manager at the company. Child of Employee. Hidden
Document Management Administrator	Used in Library Central. Administrative users who can set configuration and system settings using the configuration tool.
ECR Chairman	Used in Engineering Central. Each Change Board group must have exactly one ECR Chairman and one ECR Chairman can belong to many ECR Boards. As an ECR enters the Review state, an action fires that automatically routes the ECR to the person in the company that satisfies the following criteria: The person must be a member of the group indicated in the Change Board attribute on the Product Line object that is attached to the ECR being promoted, AND; The person must also have the ECR Chairman role. The system is thus performing a dynamic group/role intersection. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
ECR Coordinator	Used in Engineering Central. Each Change Board group must have exactly one ECR Coordinator and one ECR Coordinator can belong to many ECR Boards. As an ECR enters the Submit state, an action fires that automatically routes the ECR to the person in the company that satisfies the following criteria: The person must be a member of the group which is indicated in the Change Board attribute on the Product Line object that is attached to the ECR being promoted, AND; The person must also have the ECR Coordinator role. The system is thus performing a dynamic group/role intersection. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
ECR Evaluator	Used in Engineering Central. Evaluates an ECR before it is sent to the ECR Chairman.
Employee	Used in many applications. Parent of most roles. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Engineering Manager	The Engineering Manager at the company. Child of Employee, hidden role.
Exchange User	Used in ENOVIA Business Process Services. All employees are assigned the role Exchange User. Parent of Company Representative.
External Program Lead	Used in Program Central. Enables the management of programs for a given organization. Separates external users from Employee. Child of External Project User.
External Project Administrator	Used in Program Central. Enables the management of project templates for a given organization. Separates external users from Employee. Child of External Project User.
External Project Lead	Used in Program Central. Enables the creation of projects. Separates external users from Employee. Child of External Project User.
External Project User	Used in Program Central. Enables Program Central application for non-host company employees. Child of Exchange User.
Field Technician	Used in ENOVIA Product Line Management. Person responsibile for maintaining and servicing shipped builds.
Financial Category Administrator	Used in Program Central. Administers the Financial Template categories.
Financial Reviewer	Used in Program Central. Hidden, not currently used. Authorized to maintain and manage project budgets.
Global User	Used in ENOVIA Business Process Services, hidden. All users are assigned to this role in order to do "global" access grants. This is the top-level role in the role hierarchy and is the parent of Employee, Supplier, Customer, and Exchange User.
Incident Entry Clerk	Used in Engineering Central. Enters incident data into the system, including bugs, erratas, requests, and duplicates.
Integration Administrator	Gives the user access to administration functions, such as assigning integrations to users. Child of Design Manager.
Integration Bulk Loader	Gives the user access to the bulk load feature. Child of Integration User.
Integration User	Lets the user log into Designer Central. Parent of: CATIA V5 Integration User Design Manager Integration Bulk Loader Inventor User MCadIGES User MCadSTEP User MicroStation User SolidEdge User SolidWorks User
Issue Manager	Person responsible for issues raised. Child of Employee.
Inventor User	Used in Designer Central. Person with permission to use the Inventor integration. Child of Integration User.
Librarian	Used in Library Central. Creates and maintains the library hierarchy. Child of Limited Author.
Library User	Used in Library Central. Child of Employee, parent of Limited Author.
Limited Author	Used in Library Central. Can view, navigate library content. Required role for adding/removing classified items (example: Document, Part etc?) to a node under a Library. Child of Library User.
Manufacturing Engineer	Used in Engineering Central. Reviews, plans, and promotes parts before they are released. Its child role is Senior Manufacturing Engineer. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Manufacturing Manager	Child of Employee. Hidden
Manufacturing Planner	Used in ENOVIA Product Line Management. Plans the manufacturing of builds. Creates lots against shipped builds.
Marketing Manager	Used in ENOVIA Product Line Management and ENOVIA Variant Configuration Central. Responsible for defining the marketing definition for products. Marketing Managers are responsible for entering the marketing name, text and images for all product content.
MCadIGES User	Used in Designer Central. Person with permission to use the MCad IGES integration. Child of Integration User.
MCadSTEP User	Used in Designer Central. Person with permission to use the MCad STEP integration. Child of Integration User.
MCO Coordinator	Used in Engineering Central. Assigns the Responsible Manufacturing Engineer and the Senior Responsible Manufacturing Engineer for an MCO. Child of Employee.
MicroStation User	Used in Designer Central. Person with permission to use the MicroStation integration. Child of Integration User.
Order Entry Clerk	Used in ENOVIA Variant Configuration Central. Responsible for validating product configurations (if the process is not automated) and for generating the precise BOM for product configurations. Order Entry Clerks also can enter the order into the MRP system and enter the promised delivery date for a sales order, as assigned by the MRP system.
Organization Manager	Used in many applications. Adds business units, companies, and persons. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Part Family Coordinator	Used in Engineering Central. Has create, modify, and delete access for Part Families. Only the users given this role are allowed to manage Part Families.
Plant Representative	Used in Supplier Central. Host Company Plant location personnel.
Product Manager	Used in ENOVIA Product Line Management and ENOVIA Variant Configuration Central. Responsible for adding the features and options for a product, reviewing and testing the product structure and rules, signing off on a product before it is released, updating pricing for options, and determining when products and product configurations should no longer be offered for sale. People who need to test the product configuratoions should be assigned to the Product Manager or Design Engineer role. Persons with either of these roles can create configurations for products in any state, not just those that are released.
Product Obsolescence Manager	Used in many applications. Responsible for promoting parts to the Obsolete state and reinstating obsolete parts. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Product Planner	Used in ENOVIA Product Line Management. Plans and ships each unit to a customer.
Production Manager	Used in ENOVIA Product Line Management. Plans and schedules the production of builds. Creates lots and assigns them to a Field Technician.
Production Support Clerk	Used in ENOVIA Product Line Management and ENOVIA Variant Configuration Central. Responsible for monitoring sales orders as they move through the manufacturing system. The Production Support Clerk promotes sale orders to the Shipping state.
Program Lead	Used in Program Central. Child of Project User.
Project Administrator	Used in Program Central. Creates project templates. Child of Project User.
Project Assessor	Used in Program Central. Hidden, not currently used. Child of Project User.
Project Lead	Used in Program Central and ENOVIA Product Line Management. Primary person responsible for a project space. Project Leads create projects. Product Managers should inherit this role if using Program Management. Child of Project User.
Project User	Used in Program Central. Creates project concepts. Parent role for Project Lead, Project Administrator, Program Lead, Financial Category Administrator, Financial Reviewer, Project Assessor.
Quality Administrator	Used in Supplier Central. Creates and manages the Part Quality Plan templates. Child of Employee.
Quality Engineer	Used in Defect Management. Verfies Defect fixes. Child of Employee.
Quality Manager	Used in Defect Management, Hidden Quality team lead who manages a team of Quality Engineers. Delegates the responsibility of verifying Defects to members of the team. Child of Employee.
Quality Manager	Used in Supplier Central, Hidden Responsible for Quality Plan Template creation and management process. Manages a team of Quality Engineers (and possibly Quality Partners). Assigns bugs to verify to members of the team. Child of Employee Parent of Senior Quality Manager
Record Retention Manager	Used in Library Central. Responsible for defining retention schedules and assigning documents for future purging after the specified retention period.
Release Engineer	Generates product builds. Associates Defects in the Test or Closed states to an appropriate Build object. Child of Employee.
Release Manager	Used in Library Central, hidden Owns all objects in the Released state. Manages a team of Release Engineers. Child of Employee
Request Reviewer	Used in ENOVIA Business Process Services. Reviews Access Requests for a document. Child of Employee
Requirement Manager	Used in Requirements Central. Responsible for managing the Requirements Structure. Child of Employee.
Resource Manager	Used in Program Central. Manages resources.
Reviewer	Used in Library Central. Reviews documents (access documents in Review state), grants signatures for approval, etc.
Sales Engineer	Used in Supplier Central. Receives Request for Quotes (RFQs), submits quotations, and handles issues related to RFQs.
Senior Compliance Engineer	Used in Materials Compliance Central. Compliance Engineer functions plus exports and IMDS tasks. Child of Compliance Engineer
Senior Design Engineer	Used in Engineering Central and ENOVIA Variant Configuration Central. Performs all of the tasks related to the parent role, Design Engineer, plus has the added responsibility of approving parts, drawing prints, and ECR/ECOs. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Senior Manufacturing Engineer	Used in Engineering Central. Performs all of the tasks related to the parent role, Manufacturing Engineer, plus has the added responsibility of approving parts before they are released. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Senior Quality Engineer	Part of the Software Quality team who ensures the output is of the desired quality levels,and has the authority to approve. Child of Employee.
Service Administrator	Used in Service Management. Manages SERVICE objects and deploys web services. Child of Employee.
Shipping Clerk	Used in ENOVIA Product Line Management. Responsible for shipping ordered items to customers and promoting sales orders to the Shipped state.
Software CCB Coordinator	Used in ENOVIA Product Line Management. Heads the Change Control Board and coordinates the meetings.
Software Engineer	Used in ENOVIA Variant Configuration Central. Builds software products and structure, including defining the technical features for the product. Software Engineers record fulfilled requirements by attaching the requirement to the feature and the product. In ENOVIA Variant Configuration Central, they are also responsible for the management and definition of product builds, their source code and incident resolution.
Software Engineer Manager	Used in ENOVIA Product Line Management and ENOVIA Variant Configuration Central. Child of Employee.
Software Engineering Manager	Used in ENOVIA Variant Configuration Central. Person who is in charge of an engineering team and creates Software Feature objects.
Software Project Manager	Person in charge of a software project. Child of Employee.
Software Quality Engineer	Part of the Software Quality team who ensures that the output is of the desired quality levels. Child of Employee,
Software Quality Manager	Heads the Software Quality team. Child of Employee. Hidden.
Software Project Manager	Hidden role. A person who is in charge of a software project.
Software Quality Engineer	Hidden role. A person who is on the software quality team and who ensures that the output is of the desired quality levels.
Software Quality Manager	Hidden role. A person who heads the software quality team.
Software Release Engineer	Hidden role. A person who is in charge of creating Distribution File objects.
Software Release Manager	Hidden role. A person who is in charge of creating and approving Distribution File objects.
SolidEdge User	Used in Designer Central. Person with permission to use the SolidEdge integration. Child of Integration User.
SolidWorks User	Used in Designer Central. Person with permission to use the SolidWorks integration. Child of Integration User.
Supplier	Used in Supplier Central. Employees or representatives of a supplier company.
Supplier Customer Support Engineer	Used in Defect Management. Customer Support Engineers that work for a Supplier of the host company. Interfaces with customers much like the Customer Support Engineer role. Child of Supplier.
Supplier Development Engineer	Used in Defect Management. Development Engineer working for a Supplier of the host company. Performs similar duties as a Development Engineer, but only has access to those Defects specifically assigned to him/her as the Responsible Development Engineer. Child of Engineer.
Supplier Development Manager	Used in Supplier Central. Responsible for managing Supplier Development process.
Supplier Engineer	Used in Supplier Central. A supplier who performs engineering activities. Child of Supplier role. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
Supplier Executive Contact	Used in Materials Compliance Central. Supplier company person who is responsible for environmental compliance within that supplier organization.
Supplier Quality Engineer	Used in Supplier Central. A supplier person who views parts, Standards Manaual, Part Quality Plans, WBS tasks, and who checks in and out deliverables on a WBS task. Child of Supplier.
Supplier Quote Analyst	Used in Supplier Central. Child of Supplier.
Supplier Representative	Used in Supplier Central. Employees or representatives of a supplier company who request for users to be added. Child of Supplier role. This administrative object is used in one or more filter expressions for policy accesses. If the administrative object name is changed, any expressions that include it must be changed to reflect the new name. See Administrative Objects Used in Expression (Filter) Accesses.
System Conversion Manager	Used in all applications. A person with this role has special permission to override and promote data in order to convert it from a legacy system.
System Engineer	Used in ENOVIA Product Line Management and ENOVIA Variant Configuration Central. Creates custom or standard product configurations by choosing the features, options and quantities that meet their requirements.
System Transition Manager	Used in all applications. A person with this role has special permission to correct data resulting from legacy system conversion.
Team Design Engineer	Hidden. Used to grant access to parts (using role inheritance) to roles in a Rapid Application Configured Environment (RACE). This role cannot be assigned to users. Parent of Design Engineer.
Technical Writer	Corrects documentation errors.
TVC Manager	Used in Report Generator. Responsible for creating and modifying administration objects used by Report Generator.
VPLM Matrix Administrator	Hidden role. Used in Designer Central. Administrator user for VPLM and ENOVIA (Matrix). Child of: Administration Manager Organization Manager Service Administrator VPLM Matrix User Parent of: Local Administrator VPLMAdmin
VPLM Matrix User	Used in Designer Central. Allows access to VPLM data. Child of: Global User Project User CATIA V5 Integration User. Parent of: VPLM Matrix Administrator VPLMCatia VPLMDesigner VPLMExternalAccess VPLMLeader VPLMReviewer
VPLMAdmin	Hidden role. Administrator for VPLM data. Child of VPLM Matrix Administrator.
VPLMCatia	Used in Designer Central. Root role for VPM Catia Express. Child of VPLM Matrix User.
VPLMDesigner	Used in Designer Central. Child of VPLM Matrix User.
VPLMLeader	Used in Designer Central. VPLM project leader. Child of: Design Engineer Exchange User Librarian Marketing Manager Project Lead Requirement Manager System Engineer VPLM Matrix User
VPLMReviewer	Used in Designer Central. Child of VPLM Matrix User.