Assign Roles to Team Members

Before anyone can do anything in a workspace or project, they must be assigned at least one role for that workspace. Roles are associated with permissions, such as being able to change items or create new items.

You must be logged in as a system administrator or system manager, or at least have workspace administrator permissions for the workspaces where you want to assign roles to users.

Note

We recommend assigning roles to user groups rather than individual users. All users in a group will receive the associated permissions and the administration effort will be reduced. You can also assign roles to people or change assignments in the user administration. Here you can see for each person which roles they have received in which workspaces (see Manage Regular Users).

• Go to Perspective Administration > Workspaces.

• In the scope tree, select the workspace or project for which you want to assign roles.

• Click “Assign Roles” in the second navigator column.

• Select a role in the third navigator column. From the People and Groups list, drag the desired people and groups in the rightmost Unassigned column to the Assigned column. You can also select several entries at the same time.

You have now assigned the permissions associated with the roles to the appropriate users. The workspace is visible only to these persons.