PlateSpin Transformation Manager allows you to track the following information for users:
Full Name: Specify a first and last name for the user. Names can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.
Email Address: Specify an email address for the user that is unique in the PTM system.
Phone Number: (Optional) Specify a contact phone number for the user.
Password: Specify a password for the user account in the PTM system. Type it again to confirm. The password length must be a minimum of 5 characters. After you set up a role for the user account, send the initial password to the user. The user logs in with the initial password, and then sets their preferred password.
NOTE:Passwords are local to the product. They are stored securely in the PTM database.
Scope: Specify whether the user’s privileges apply at the system or organization level in the PTM system. After the user’s scope is set, it cannot be modified. Organization scope is used only for users in a Dashboard Viewer role for their organization’s projects.
Membership and Access: The following tabs allow you to view or manage the user’s access to information in the transformation environment. Some options might not be available, depending on the user’s assigned role.
All Roles
System (Add, Remove)
Organization (Add, Remove)
Project (Add, Remove)
Wave (Add, Remove)
Batch (Add, Remove)
Group Membership (View, Add, Remove)