You can assign available roles to your customer's users at the customer, project or library level.
Open the Manage Access view to assign roles.
To assign roles | Do this |
---|---|
For all projects or libraries for a customer | Select the customer and then select Manage Access from the navigation toolbar. Note: In an integrated system, select the customer and click Manage Project & Library Access. |
In a specific project | Select the desired project and then select Manage Access from the navigation toolbar. Note: In an integrated system, select the customer and click Manage Project & Library Access. Then select the desired project. |
In a specific library | Select the desired library and then select Manage Access from the navigation toolbar. |
A list of roles assigned at that level appears. If the user or group has inherited the project or library role from a higher level, the word default appears beside the role name.
Icons beside each role show whether the role is assigned to the user as an individual or as a member of a group
.