Manage users and groups

Users and groups management functionality allows us to grant permissions to users for either using features or different artifacts. Each user can belong to a group or can be associated with a role. A Role is an attribute of the user. A Group is a set of users and is about access rights to different folders/files (e.g. as a member of the group Sales I can only access files related to the Sales Department).

Note

Only a user with administrator rights can access the Manage users and groups functionality

Click on the Manage users and groups button.

image1

Once the User and group management dialog opens up, we can create/remove a user, create/remove a group and assign users different roles and groups.

Create new user

To create a new user, click on the create new user button.

image2

Enter all the details in the Create new user dialog and click on Create button.

image3

The user will be created.

image4

Remove User

To delete a user, select the user you want to delete and click on Remove user button.

image5

Click on OK to delete the user.

image6

In case we don`t want to lose files that the user had in his workspace we can transfer them to another user.

To do so, select the user we want to delete and click on Remove user button.

image14

To transfer files, choose Transfer ownership option in the bottom left corner of the Delete user window, which appears right after we click OK in the confirmation window.

image15

image16

Specify the name of the user to whom we want to transfer the files.

image17

Click Delete user to finalize the process.

image18

If we looked through the files and didn`t find them necessary, we can remove them by choosing the Delete assets option.

image19

If the user didn`t have any logs/folders in his workspace, he will be deleted right after we click on OK in the confirmation window.

Note

If the user didn`t have any logs/folders in his workspace, he will be deleted right after we click on OK in the confirmation window.

Create new group

To create a new group, click on Create new group button in the Groups section.

image7

Enter the name of the group and click on Create.

image8

The group will be created. To add users to a group, select the group. On the right-hand side, we can select the user and click on “>” button to add the users to the group.

image9

To remove a user from the group, select the user in Assigned Users section and click on “<” button.

image10

Remove group

To remove a group, select the group and click on the Remove group button.

image11

Assign roles to a user

To assign roles to a user, select the user and choose a role in Assigned Roles section and click on Save.

image12

Add a user to a group

To add a user to a group, select the user and choose a group in the Assigned Groups section and click on Save.

image13