Assign User Access

You can assign a user access to all projects, portfolios, workspaces, ideas, and programs from the Manage Access panel. When a user is assigned access to an object, the permission sets chosen will determine what privileges a user has for that object. Users will gain access to the object as soon as the assignment is added. You must be an application administrator to access the Manage Access panel.

When you add access to an object from the Manage Access panel, the access type will be User.

To assign user access:

  1. From the Main Menu, select Global Admin.
  2. Select Users from the list.

    Note: This can also be done from the Company Details page. To access the Company Details page, select a company on the Companies page.

  3. On the Users page, select the Context menu for a user row, and then select Manage Access.
  4. In the Manage Access panel, select the Projects, Portfolios, Workspaces, Ideas, or Programs tab.
  5. On the tab, select Assign.
  6. In the Assign dialog box, select an object from the Available list and then select Move Right to move it to the Selected list.
  7. Select Next.
  8. In a Permission Set column for each Permission Type, select a permission set.

    Some permission sets may be required in order to assign the access.

  9. Select Assign.

    Note: If a user has gained access to a project, portfolio, idea, or program through both a user access and a workspace assignment, the Access Type on the Manage Access panel will say User.

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