Assign Roles to Multiple Members

Assign Roles to Multiple Members

If you are a project administrator, you can assign roles to multiple members simultaneously using this functionality.
Perform the following steps to assign roles to multiple members:
  1. On the Management Console, select the
    Manage Access
    tab.
  2. To assign roles to multiple members, select the checkboxes adjacent to the members' names.
    The [+] and [] icons above the member grid are enabled or disabled based on the roles assigned to the selected members:
    • If no roles are assigned to any of the selected members, the [+] icon is enabled, and [] icon is disabled.
    • If all the roles are assigned to all the selected members, the [+] icon is disabled, and [] icon is enabled.
    • If some roles are assigned to any of the selected members, then both [+] and [] icons are enabled.
  3. Click the [+] icon above the
    Member Name
    column.
    Bulk Assign Roles to Members
    NOTE:
    If a particular role is assigned to all the selected members, then that role is not displayed on the
    Add Roles
    page.
    The
    Add Roles
    page displays the list of available roles with a number next to each role name. The number in the parentheses denotes how many members out of the selected members are currently assigned to a role. The user can click the number in the parenthesis to view the assigned member details.
    Members Assigned to a Role
  4. Select the checkboxes adjacent to the roles you want to assign. Selecting the checkboxes will assign those roles to all the members selected in step 2.
    NOTE: The user can use the search bar to find a specific role.
    You can assign all the available roles by selecting the
    Roles
    header checkbox.
  5. Click
    Add
    .
    The "
    Roles updated
    " message is displayed.
    Assign Roles to Multiple Members
    The
    Member Listing
    page displays the assigned roles in the
    Roles
    column.
    NOTE:
    Click the [] icon to expand the role and view its capabilities. Click the icon again to collapse it.
    Role Capabilities
Provide Feedback
Have questions or feedback about this documentation? Please submit your feedback here.