•Configuring numbering and versioning schemes

•Managing the life cycle of parts, documents, CAD documents, and dynamic documents

•Managing viewable publishing

•Managing preferences

•Undoing a user checkout

•Viewing and managing access control rules for objects

•Importing and exporting information

•Configuring external vaults or replication sites

The following sections describe some of these duties in more detail.

Managing Team Members and Roles

Product and library managers can add members and team roles to a local team.

If the team includes a shared team, the shared team is managed from the organization context, and not the product or library context.

The team membership in a product or library can change or the current members can take on different responsibilities. To accommodate these types of changes, product and library managers have the ability to reassign tasks from one member to another.

Establishing Roles

A product or library inherits the roles defined by its parent organization and the site. Additionally, roles can be defined in the context template used to create the product or library. You can then use these roles in the product or library, or you can add product or library-specific roles to product and library teams.

Each local team contains two fixed roles that cannot be removed: Product or Library Manager and Guest. The Guest role is designed to include user-defined groups and users that are not active team members and need only read access to product or library information.

It is possible to hide the Guest role for product and libraries. For more information, see the teams help.

The products and libraries in which a user is a guest can be seen by selecting the

Guest Member view from the Full Product List and Full Library List that is available from the Product and Library tabs.