How to assign users to a workspace role

Overview

1. Adding multiple users to a single role  

2. Assigning a user to multiple roles 

Users can be assigned to a specific role in two ways: adding the registered users to the role or inviting new users to the portal. 

In this article, we are talking about adding registered users to the role.

There are two methods: one for adding multiple users to one role and the other for assigning one user to multiple roles. 

Adding multiple users to a single role  

1. Navigate to the workspace settings page and open the Access tab.

2. Click on the role's name. 

3. Move to the Users tab. 

You will see users who are already assigned to this role if any.  

4. Switch to the All users tab and enable users who you'd like to assign to this role. 

5. Save the changes. 

Assigning a user to multiple roles 

1. Navigate to the Access tab and open the Users tab.

2. Click on a user's name to open their profile. 

3. On the profile, you can see to which roles a user is already assigned. 

4. Switch to the All roles mode and enable the necessary roles. 

5. Review the summarized permissions.

Consider that denied access overrides granted access . If a specific permission is granted in one role but denied in another, the final permission will be denied. Learn more about global permissions in this guide.   

6. If you are satisfied with the summarized permissions, click Save.