Account management

Set up users, groups, and global roles. Use global roles to control who can perform particular database tasks such as setting up database policies or managing user sessions. Set up document roles and assign them to users and groups to define security contexts. Apply these security contexts to folders to control who can perform particular document tasks.

Navigation: System > Account management

Use the following PLA 3.0 account management features to set up rights and permissions:
Feature Description

Global roles

Combine database tasks into global roles and assign them to users and groups to control who can perform particular database tasks.

Document roles

Set up document roles as a preliminary step in defining the security contexts you need for the database. Combine document tasks into document roles to control who can perform which tasks on documents stored in particular folders or folder trees.

Groups

Set up PLA 3.0 user groups to assign them global roles and combine them with document roles into security contexts.

Security contexts

Assign document roles to PLA 3.0 users and groups to define security contexts. Use security contexts to implement your permission system and control who can perform which tasks on documents stored in particular folders or folder trees.

Users

If you do not have access to LDAP directory services on your network, you can set up user accounts directly in PLA 3.0.

Tip: For most of the account-related settings, you can define translations in the preferred languages of your users. For details, see the Define translations topic.