13.1.4.2.4 Tagging Users, Groups, Resources and Roles for Permission Management

Tagging Users and Groups

To help organizations manage group permissions efficiently in Parser, you can tag groups and their members.

User & Group Permission Overview

The following table explains what happens when you create users or groups, or associate users with groups in Parser:

Sample Document

Here is a sample document to demonstrate a basic example of what documents uploaded to Parser can look like:

Sample Doc

Steps for Tagging Users and Groups

1. Upload your document to Parser
2. Choose a template or create a new one
3. Tag your document using the “User & Resource” menu

4. Once your objects are tagged and parsed, click on

5. The groups & users will be added to EPC and can be viewed in the Users or Groups tabs of the System Admin section.

Tagging Resources & Associating Roles

In addition to tagging users and groups, you can also import resources and associate them with specific roles. This functionality helps to streamline the process of managing resources and their assigned roles within your organization.

Steps for Tagging Resources & Roles

1. Use the “Resource” menu under Organization to tag your resource’s details.

2. Next, use the “Role” menu to tag the roles associated with your resources.

*If you’re tagging a process document, you can assign roles using RASCI-VS values. For example, if a Technician is responsible ( R ) for the Assembly task, tag the Technician role as Name(Responsible).

3. Once all information is tagged, click Parse.
4. In the Associations column on the left, you can review the resources and their associated role(s).

5. Select Export to export to EPC.