FlexNet Operations

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Managing User Permissions

Overview
You are able to immediately grant permissions for FlexNet Operations Producer Portal to others in your
organization by using the Set Permissions option on the View Member screen. This document describes the
process to set user permissions.

Summary
Permissions in FlexNet Operations Producer Portal determine which functionality is available to a user. You
must have the Producer Portal Administrator permission to manage permissions for your members. Contact
your Flexera Software customer success manager or project manager to enable this permission for you.

To manage permissions for your users:

1. View the member to whom you would like to grant permissions.

2. From the Edit menu, choose Set Permissions.

© 2014 Flexera Software LLC

All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners.
www.flexerasoftware.com U.S. +1 800-809-5659 EMEA: +44 870-871-1111 +44 870-873-6300 APAC: +81 3-4360-8291
 3. Click checkboxes to choose the applicable permissions, and then click Save.

Note: You need to supply the permission codes (last column) only if you are submitting transactions via
Converter templates, XML, or Web Services.

Permission Description Code

Basic View Access
UAT Access
Account and Member
Management
Send Welcome Email
Limited Account and
Member Management
See all of the information in Producer Portal (read-only access.)
NOTE: Required to log in to Producer Portal and will be PTNR
automatically assigned when any other permission is selected.
Access the User Acceptance Testing (UAT) environment for the Enterprise
UATA
Portal or Producer Portal.
Add, edit, inactivate, and reactivate all account and member information,
including Update Member Login, Re-Identify Member, and Re-Identify
Account.
ACMR
NOTE: Required to be able to send a Welcome email (see WELC
permission, below, for exception) or Order email from the
Member/Order pages.
Send Welcome email from the View Member page without requiring the
WELC
Account and Member Management permission (ACMR).
Add, edit, inactivate, and reactivate all account and member information
(excludes Update Member Login, Re-Identify Member and Re-Identify LACM
Account).

Merge Accounts Merge two accounts into one account, including members and entitlements. MRGE

Reset Member Regenerate a new password for a FlexNet Operations end user without
PSWD
Passwords exposing the generated password.

Log in to FlexNet Operations Enterprise Portal as the end user in a read-

View as End User VIEW
only mode.

Entitlement Enter new entitlements, change existing entitlements, and inactivate or

ORDE
Management reactivate entitlement lines.

© 2014 Flexera Software LLC

All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners.
www.flexerasoftware.com U.S. +1 800-809-5659 EMEA: +44 870-871-1111 +44 870-873-6300 APAC: +81 3-4360-8291
Permission
Create Trial
Entitlements
Licensing Support
Transfer and Split
Entitlements
Product Management
Deliver to Account
Delete File Image
Download File Image
Device Management
Description Code
Create trial registration and submit/approve trial entitlements in one step.
NOTE: Only available if you are utilizing a customized solution by TENT
Flexera Software.
Generate, return, upgrade and re-host licenses on behalf of an end user
from the View Licenses display. Includes ability to grant additional returns
per Entitlement line. LISU
NOTE: Only available if you are utilizing a customized solution by
Flexera Software.
Allow a Producer Portal user to transfer and or split an entitlement on
XFER
behalf of a customer.
Add and edit all catalog-related information, such as Catalog Items,
Products, Files, Product Lines, Manufacturers, License Groups, and
Agreements.
PDCT
Also add and edit Device Capabilities, Device Series, and Device Models,
and configure Add-Ons and License Model Additions.
NOTE: Includes RSTF functions below.
Add a file, upload an image, and restrict the file or product to an account,
so that you can distribute files for custom code or hot fixes to specific
RSTF
accounts.
NOTE: Subset of the PDCT permission above.
Delete file image previously loaded into Producer Portal. DELF
Download file image in the Producer Portal. DNLD
Add and edit all device- and server-related information, such as
devices, servers, mapping and removing add-ons, as well as generating DVCM
capability responses.

Allow a Producer Portal user to move devices and or hosts on behalf of a

Move Devices/Hosts MOVE
customer.

Create Email Create Update Notification Email messages that are sent to all members
NOTF
Notifications who have access to a specific file or product.
Send emails that are created in the Producer Portal to a queue to be sent
at a specified time.
Queue Email QEML
NOTE: Required to be able to resend a Welcome or Order email
from an email log.
Change email content and distribution lists for unsent (Draft Status) emails.
Users with this permission can also copy the email content and distribution
Edit Unsent Emails lists of existing email messages. AEML
NOTE: Required to be able to resend a Welcome or Order email
from an email log.
Submit XML Submit XML transactions from the Upload Transaction File option in the
OEMF
Transactions Producer Portal, or through an XML feed.
Maintain Email
Edit the content of email templates. TMPL
Templates
Add and edit HTML Content pages that can be displayed as content on the
Maintain HTML Content DOCS
FlexNet Operations Enterprise Portal site.
Add additional values to the drop-down list that appears for existing User
Maintain UDF Values UDFV
Defined Fields (UDFs).
Access the Reporter tool. For UAT, if set with the UAT permission, it also
Reporter REPT
allows access to the UAT Reporter user for that customer.

© 2014 Flexera Software LLC

All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners.
www.flexerasoftware.com U.S. +1 800-809-5659 EMEA: +44 870-871-1111 +44 870-873-6300 APAC: +81 3-4360-8291
The following permissions can be assigned only by a Flexera Softare employee.
Contact your customer success manager or project leader to request any of these permissions.
Permission Description Code
Create new UDF definitions. Users with this permission can also make
Maintain UDF
changes to existing UDF definitions, such as whether the field is mandatory UDFT
Definitions
or optional, or whether a list of pre-defined values is displayed.
View and download FlexNet Embedded binary identity files, edit FlexNet
Manage FlexNet Secret
Embedded license models, view or upload FlexNet Embedded publisher.xml KEYS
Keys
files, create or view FlexNet Publisher trusted configurations.
Producer Portal Grant and revoke the Producer Portal permissions listed in this table with
SMAD
Administrator the exception of those requiring Flexera Software intervention.
Create and send an email from the Producer Portal for a specific purpose,
Create Ad-hoc Emails rather than one that is automatically triggered by a FlexNet Operations AHOC
event, such as an Order Confirmation or Product Notification.
Edit an email after it is sent, so that the content displays correctly when
Edit Sent Emails EDTR
viewed in the FlexNet Operations email log.
Password Check Bypass Exempts the user from the Producer Portal password reset policy. BYPS

Security Considerations

 Apply the “Principal of Least Privilege” when granting permissions to FlexNet Operations.
 Make sure that procedures are in place to immediately revoke access for any user whose
employment is terminated or who no longer requires access to the application.
 Periodically review user accounts and reconfirm that access levels are appropriate.

© 2014 Flexera Software LLC

All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners.
www.flexerasoftware.com U.S. +1 800-809-5659 EMEA: +44 870-871-1111 +44 870-873-6300 APAC: +81 3-4360-8291