Assign a user to a group or role

Assign a user to a group or role

Manage users and groups from the dashboard page to assign users to groups and roles in order and create a hierarchy of rights and privileges.
Create users and groups and roles and then assign users to the groups and roles.
  1. In the main toolbar, select
    Open dashboard page
     and then select
    Manage users and groups
    .
  2. On the dashboard page, either:
    • Under
      Users
      , drag a user onto a group under
      Groups
       or onto a role under
      Roles
      . You can also drag a group or role onto a user. Hold down
      Shift
       or
      Ctrl
       to select and drag consecutive or multiple selections.
    • Select one or more users, select
      Assign users to groups or roles
      , select the groups and roles, and then select
      Apply
      .
    TIP: Group assigned appears next to a group or role that is already assigned to a user. You can assign the user to a group or role from
    Project view
     by dragging the user to the group or role in
    Project view
    .
  3. Select
    Exit
    .
The user appears under the group on the dashboard page.
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