Assigning global roles and privileges

Roles and privileges are usually defined at the project level. However, it is also possible to define them statically and globally, so that they are defined outside of a project and are not context-specific. These assignments always apply and are not subject to the context of the CR.

About this task

A user can be assigned both global and project-based roles and privileges. The net privileges of the user are the union of both, although the relevance of the latter still depends on the CR context.

Procedure

  • To assign global roles and privileges:
    1. Start an Admin session.
    2. On the Action Panel, click User Management.
    3. Click the Project Security tab.
    4. Click the Global Assignments tab.
    5. Determine whether the assignment is for a group or user, and then select the appropriate tab.
    6. Click Add.
    7. Select the appropriate roles (preferred) or privileges.

      Roles and privileges shown in parentheses are no longer valid. They have been deleted from the process or from the Roles tab.

    8. Click Save to save the changes.
    9. If necessary, edit or delete the existing roles.

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