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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.

  1. On the Manage Access view, in the left pane, select the customer.
  2. From the User Group menu, select Create User Group.
  3. Type a name for the group, and select the users to include in the group.
  4. (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.
  5. Click Create.
    The new group appears under the Users/ Groups With Access list.
  6. Assign roles to the user group:

    If you want to

    Do this

    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.

  7. Click the Apply button.
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