In this section:

Assigning Users to Permission Groups 

You can assign users to groups that contain a range of access. This option provides a convenient way to grant permissions to project groups. You can use the built-in permission groups or create permission groups suited to your organization; see Creating Permission Groups for instructions on how to create groups.

1. Open a user’s profile page (see Basic User Management).

2. Click Add to Groups. All accessible groups are shown.

3. To find a specific group, enter a search term in the Search field. The list will automatically update to match your search term.

   

4. Select the groups to which you wish to add the user.

   • You cannot add a user to a group that is configured to be automatically synchronized. See Configuring LDAP for additional information about settings related to importing users and groups

Removing Users from Permission Groups

At times it is necessary to remove a user from a permission group. To do so:

1. Open the user’s profile page (see Basic User Management).
2. In the Groups section, click the remove button (minus icon) for the group from which you wish to remove the user.
   
3. Click Confirm when asked to confirm the action.

Assigning Native Permissions

In addition to assigning users to permission groups, you can also grant permissions to users on an individual basis. See User Administration Overview for information about built-in groups.

1. Open a user's profile page (see Basic User Management).
2. Click Add Permissions.
3. Choose a functionality from the Tool drop-down list.
4. Choose a permission setting from the Permission drop-down list that describes the range of permissions to grant.

5. Choose true or false from the Value drop-down box to grant or deny access to the tool.

   

6. Click Confirm to add the permission and close the dialog or click Confirm and Add Another to add the permission and leave the dialog open so you can add another one.

Remove User Permissions

At times it is necessary to remove permissions that were previously granted to a user. To do so:

1. Open the user’s profile page (see Basic User Management).
2. In the Permissions section, click the remove button (minus icon) for the permission you want to remove.
   
3. Click Confirm when asked to confirm the action.