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Cadify 7 Tab Role System Documentation

The fixed tab structure in Cadify ensures that every stakeholder receives the right files in the right place. Seven tabs are predefined, each linked to a role that governs visibility and permissions. From descriptions for customers to source archives for administrators, this system maintains order, consistency, and security. This section of the manual explains how the tabs work in detail.

Fixed Product Tabs and Functionality

1 Description

Shows the nopCommerce Full Description text. Fixed mapping; cannot contain other files. Content is defined in SolidWorks Task Pane → Tools → Product Settings → General Information.

2 Specifications

Presents all Cadify Web Controls of type Output (configurable specification attributes and their values).

3 Brochures

Contains static documents (e.g., PDF brochures/manuals). A document may be assigned to none, any, or all tabs at the creator’s discretion.

4 Customers

Holds reports/files generated from Cadify Master Excel or CAD process intended for end customers.

5 Partner

Holds files generated from the Cadify 3D model intended for partner‑level sharing.

6 Fabricator

Contains files intended for manufacturing vendors (e.g., CNC files, flat patterns, BOM reports).

7 SourceAdmin

Reserved for sensitive/core files such as SolidWorks Pack‑and‑Go archives or the Cadify Master Excel file. Access is restricted to SourceAdmin and Store Owners.

Role‑Based Visibility and Access

Tab–Role Mapping

Each tab corresponds to a nopCommerce role of the same name for controlled access.

Role Defaults

  • Public: Tabs 1–3 (Description, Specifications, Brochures)
  • Customers: Tab 4 + Store Owner
  • Partner: Tab 5 + Store Owner
  • Fabricator: Tab 6 + Store Owner
  • SourceAdmin: Tab 7 + Store Owner

Permissions

Roles with tab access can both view and download files.

Admin vs Store Owner

  • Admin: Unlimited access across all stores and admin functions; implicitly has all Store Owner rights.
  • Store Owner: Admin of a single store/substore (e.g., substore.cadify.no); unlimited number of substores.

Localization and Naming

Tab Labels

Tab names are nopCommerce localization strings and include the sequence number, e.g., 1: Description, 2: Specifications, …, 7: SourceAdmin.

Language Packs

Tab names can be translated or renamed using nopCommerce language packs.

Content Management Structure

Introduction

Cadify aligns customer choices, engineering rules, and production requirements across seven fixed tabs: 1. Description — full description 2. Specifications — output attributes (web controls) 3. Brochures — static brochures/reference docs 4. Customers — customer‑facing reports 5. Partner — partner collaboration files 6. Fabricator — vendor/manufacturing files 7. SourceAdmin — restricted source files

Tabs present only relevant information to each stakeholder and ensure consistent, updated inputs for production.

File Assignment

Any file can be assigned to none, any, or all of the seven tabs by the document creator (Proxy or Task Pane UI).

Store Owner

Controls which roles have access to tabs by assigning customer roles. Content is always defined by the document creator.

Empty Tabs

Tabs without assigned content are hidden on the product page.

Proxy UI in SolidWorks

Overview

Task Pane → Web (Proxy) lets engineers assign Reports, Brochures, and Models to any tab.

Reports

Configure: source sheet, print area, destination tab, file name, display order.

Brochures

Assign static files (PDFs, etc.) to any tab; control sequence via display order.

Pictures

For Cadify Web Controls only; not assignable to tabs.

Models

Generate model files (e.g., STL, 3MF, ZIP) and place them on any tab.

See more on Media Manager details

Web Controls for Specifications

Output Controls

Each Output control defines: - Output attribute name - Value - Display order - Description (HTML supported) - Optional/required - Filtering rules - Optional graphic

Input/Output/Checkout

Only Output controls appear in Specifications.

Checkout Controls

Used for ordering workflows only; not tied to tab roles/content.

Product General Information

UI

Defined by the SW Engineer in Task Pane → Tools → Product Settings → General Information.

Fields

  • Product name
  • Short description
  • Full description (Tab 1 content)
  • SKU
  • Published status
  • Admin comment

Drawing Settings and Role Assignment

Drawing Settings UI

In Task Pane → Tools → Drawings → Settings for Drawings, configure output settings per drawing. A product may have multiple drawings.

Role Assignment

For each drawing, select any/all roles (Customers, Partner, Fabricator, SourceAdmin) and assign document types (DWG, DXF, PDF) to tabs.

Drawing Files

  • A drawing may include unlimited sheets.
  • All sheets are managed within a single file.
  • Styles, margins, prompts are defined in this UI.

Display Order

Engineers control the sequence of drawings within selected tabs.

Customer Role Assignment in Store Admin

UI

In nopCommerce Admin → Customers → Select Customer, the Store Owner assigns roles; the Cadify Plugin adds roles for Tabs 4–7.

Store Owner Label

Store Owner roles are substore‑specific, e.g., substore.cadify.no.

Separation of Responsibility

  • Document creator: Chooses tab placement for each file/report/drawing.
  • Store Owner: Assigns customer roles to determine access.

Implementation Notes

Database Structure

  • Tabs table stores definitions for Tabs 2–7. (Tab 1 is implicit.)
  • CustomerRoleTabMapping links products, roles, and tabs for visibility control.

Defaults

Default access follows the role mapping above.

Admin Interface

nopCommerce admin Customer Roles are extended with tab access checkboxes.

Frontend Display

Tabs render only if they contain content and the current user role has access.