Product-Access Types

Product-access types determine the set of privileges available for user and group accounts. You must assign product access to all user and group accounts before you can assign privileges to those accounts.

If you associate a user or group with a role, and the role contains privileges that conflict with the user or group level of product access, those privileges are not granted to the user or group. For example, if you associate a user who has External User product access with a role that has privileges to transition all items, that user will not be able to transition items because External User access does not grant that privilege.

On-premise Product-access Types

Product-access types are tied to software licenses you have purchased for your system. For details, refer to the SBM Licensing Guide available in the SBM Documentation Set.zip on the Documentation Center or contact your sales representative.

The following product-access types are available:

None
No product access granted. This access type can be used to set up general information for an account before assigning an access type. None can also be used to remove product access.
External User
Allows a limited set of privileges. Users with this access type can submit primary items, view primary items they submit or that are submitted by users from the same company, self register (if this feature is enabled), submit primary items by e-mail, access the Knowledge Base, and run guest-level reports based on primary tables.
Occasional User
Allows users to own primary items they submit, update and transition primary items they own or submit, view all field sections for primary items they submit, and add and edit attachments and notes to items they submit. You can also grant Occasional Users privileges to run guest-level reports against auxiliary tables, search for auxiliary items, and view items in auxiliary tables. Occasional Users can also update their user profiles.
Regular User
Grants the potential for full access to your system. Each user's privilege set can be customized as needed.
API/Script
Allows integration products to run scripts and other automated services, including orchestrations and the SBM API. Accounts granted API/Script access can be granted the same privilege and preference set as accounts granted Regular User access; however, because accounts with API/Script access cannot log on to SBM Work Center, some privileges and preferences may be irrelevant.
Note: Certain user preferences are required for accounts with API/Script access. When you grant API/Script access to a user account, required preferences are set automatically. You should not modify these settings.
Managed Administrator
This access type grants users Managed Administrator access. This enables you to limit the administrative capabilities of these users. For details, refer to Managing Administrators.

On-demand Product-access Types

None
No product access granted. This access type can be used to set up general information for an account before assigning an access type. None can also be used to remove product access.
Regular User
Grants the potential for full access to your system. Each user's privilege set can then be customized as needed.
Occasional User
Allows users to be assigned to the Submitters group and other groups with Occasional User access. These users can submit primary items, own primary items they submitted, update and transition primary items that they own or submitted, run guest-level reports, and update their user profile. Occasional users can also be granted privileges to view all field sections for primary items they submitted.
Managed Administrator
This access type grants users Managed Administrator access. This enables you to limit the administrative capabilities of these users. For details, refer to Managing Administrators.

For a list of privileges associated with available groups, refer to Groups for On-Demand Customers.

Self-Registration Options

Administrators with access to SBM System Administrator can enable Self-Registration for non-SBM users. This feature allows non-SBM users, such as customers and partners, to register as new SBM users with External User or Occasional User product access. You can configure self-registration to work with or without intervention from an existing SBM user.

For details on configuring Self-Registration options, refer to the SBM System Administrator Guide.