You can create a user group with which to assign multiple users the same roles—without having to individually assign the roles to each user.
Requirements: You must have a customer role at the customer level that includes the Manage Access user right.
- On the Manage Access view, in the left pane, select the customer.
- From the User Group menu, select Create User Group.
- Type a name for the group, and select the users to include in the group.
- (Optional) If any user category is defined for the customer, the User Category lists the user categories. Select a user category to assign to the user group.
- Click Create.
The new group appears under the Users/ Groups With Access list.
Assign roles to the user group:
If you want to
Assign a customer role
In the Manage Access view, in the Users/Groups With Access list, select the new group.
Under Customer Role, assign a customer role to the group, and click Apply.
Assign project and library roles
a. In a stand-alone system— In the Manage Access view, in the Users/Groups With Access list, select the new group.
b. Under Project/Library Role, assign project and library roles to the group, and click Apply.
Assign a project role for a specific project
a. In the Manage Access view, in the left pane, under a customer, select a project.
b. In the right pane, find the group in the list and assign the project or library role.
You can assign a different project or library role to a group for a specific project or library than the role assigned at the customer level.
- Click the Apply button.