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Assigning user access to resources

Depending on their assigned roles in an organization, users can have permissions over organization resources. To have access to organization resources, users must be assigned a role that includes access permission to resources. Several options are available.

Create a role having user access permissions

You can group user access permissions by creating a new role for this purpose.

Procedure

  1. Go to the Users view and select the Permissions tab.
  2. Select New Role to display the application-wide Add Roles window.
  3. In the Add Role dialog, give the role a name and, in the Resources section, select the checkboxes corresponding to the resources you want to give users access to.
  4. Select Finish.

Add user access permissions to an existing role

You can add user access permissions by editing an existing role.

About this task

This is a drastic measure. Note that all users who are already assigned to this role will be affected by this change.

Procedure

  1. Go to the Users view and select the Permissions tab.
  2. Select Edit Roles and, from the drop-down menu, select the role you want to edit.
  3. In the Resources section, select the checkboxes corresponding to the resources you want to give users access to.
  4. Select Finish.