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You can assign available roles to your company's users at the customer, project or library level.

  1. Open the Manage Access view to assign roles.

    To assign roles

    Do this

    For all projects or libraries for a customer

    Select the company and then select Manage Access from the navigation toolbar.

    In a specific project

    Select the desired project and then select Manage Access from the navigation toolbar.

    In a specific library

    Select desired library and then select Manage Access.
    Note: In an integrated system, click Manage Project & Library Access.


    A list of roles assigned at that level appears. If the user or group has inherited the project or library role from a higher level, the word default appears beside the role name.
    Icons beside each role show whether the role is assigned to the user as an individual or as a member of a group .

  2. To view the user rights included in the role, roll your mouse over the desired role—a tooltip displays the rights that are turned on and off for each role.
    You can only see user rights when you have the same rights, even though the role may include other rights.
  3. Assign or modify the roles as needed.
    The role changes color to signify that you have made changes but not applied them.
  4. Click the Apply button to update your changes.
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