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Add a User to a Role and Assign Permissions

Tobias Nessel
Updated

Goal

You assign permissions to a user on a role in the Web App or the Windows App and add the user as a member of the role so that the user receives the permissions granted at role level.

Prerequisites

  • Access to the Web App or the Windows App.
  • Advanced User license.
  • The permission to manage roles.

Note: You can only grant permissions that you have yourself.

Steps

Note: In the Windows App, the steps are similar. The screenshots show the Web App.

  1. Open the Web App or the Windows App.

    1.png

  2. Open Roles (1) and then the role to which you want to add a user as a member (2).

    2.png

  3. Open Permissions.

    3.png

  4. Search for the user (1), confirm with the Enter key, and expand the ribbon (2).

    4.png

  5. Select the user and set the permissions you want by clicking the corresponding button or selecting the checkbox:

    • Member: The user becomes a member of the role. Membership is required to receive the permissions granted at role level. Without membership, the user only has administrative permissions on the role.
    • Read, Write, Delete, Export: These permissions apply to the role itself.
    • Authorize: The user may change the permissions on the role, for example to authorize other users or add them as members.

    5.png

  6. Click Save to save the changes. An icon next to the user shows the assigned permissions, including membership if the user is a member of the role.

    6.png