9.1 About Users

Users of the PlateSpin Transformation Manager Web Interface must have a PTM user account and be assigned an appropriate role. User access to features and data is controlled by permissions granted through the role assigned to the user:

  • System Administrator

  • Project Manager

  • Project Architect

  • Migration Specialist

  • Dashboard Viewer

PlateSpin Transformation Manager creates a System Administrator user account during the configuration process for PTM Server on the PTM Appliance and assigns this user to the System Administrator role for the PTM Server Web Interface. This user has global permissions in the Web Interface. The default System Administrator user initially creates other user accounts, as well as organizations and groups.

NOTE:You cannot delete the default System Administrator user. You might need to create another default System Administrator user for the software if the user in that role is no longer available, or if you forget the password for the user. See Administrative Users for the Web Interface in the PTM 2019.2 Appliance Guide.

In the Web Interface, the default System Administrator can set up additional trusted users and assign them to the Administrators group. Members of the Administrators group inherit the System Administrator role and will also have global permissions in the Web Interface. They can perform tasks normally associated with the default PTM System Administrator user.

PlateSpin Transformation Manager enables 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

You can 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)