Managing CoLab Action Roles in Windchill

The CoLab add-in is managed by a set of Action Roles in Windchill these allow the Windchill
administrator to specify which roles and users have access to the CoLab add-in within
Windchill.

Steps to enable the CoLab add-in for a specific role:

1. Make sure Role-Based Visibility is enabled in Windchill.
2. Open Windchill while logged in as a Windchill administrator.
3. Open the Profiles tab by following this path: Browse > Site (tab) > Utilities > Profiles.
   
   
4. Within the Profiles Window, click the profile you wish to edit.
5. In the Profile Actions section, search for the CoLab-specific actions and configure them as needed.
   

   The following are the available CoLab Actions:

       - logIntoCoLab

       - workspaceCoLab1

       - coLabRefresh

       - shareForReview

       - openCoLabMenuModel
   
   
   
   
   

6. Click the Action drop-down, then edit the profile : Action > Edit Profile.

7. Toggle all the roles listed above to the "On" position in the Global column to enable the add-in for this profile.

8. Apply the changes.

9. Make sure the user refreshes their browser.
   If the CoLab add-in still doesn’t appear, the user may need to clear their cookies and browsing history after the profile has been updated.
   
   
   
   

10. To disable the CoLab Actions for a profile, follow the same steps as above, but turn the listed actions off globally instead of on (i.e., remove the blue checkmark).

11. The default settings for a Role is to have access to CoLab, make sure to disable CoLab Add-In for any roles that need it.