Assigning Roles to Team Members#
Before someone 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 allowed to modify items or create new items.
You must be logged 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. Tip: We recommend assigning roles to user groups rather than individual users. All users of a group thus receive the associated permissions and the administrative effort is reduced. Tip: You can also assign roles to people in user management or change assignments. Here you can also see for each person which roles they have received in which workspaces (see Managing Regular Users).
Go to Administration Perspective > Workspaces.
Select the workspace or project in the workspace tree for which you want to assign roles.
Click on Assign Roles in the second navigator column.
Select a role in the third navigator column. Drag the desired people and groups from the people and group list in the far right column “Unassigned” to the column “Assigned”. You can also select multiple entries at the same time.
You have now granted the associated permissions to the relevant users with the roles. Only then the workspace becomes visible for these people.