Assigning roles to team members

wsman sysman sysadmin

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

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

Hint

We recommend assigning roles to user groups rather than to individual users. That way, all users in a group receive the associated permissions and the administrative effort is reduced.

Hint

You can also assign roles to people, or change assignments, in the user administration. Here you can also see, for each person, which roles they have received in which workspaces (see Managing regular users).

• Go to Administration > Workspaces.

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

• In the second column, click Team.

• In the third column, select a role. From the list of people and groups, drag the desired people and groups from the rightmost column “Unassigned” into the “Assigned” column. You can also select several entries at the same time.

You have now granted the relevant users the permissions associated with the roles. Only then does the workspace become visible to these people.