How to: Manage Workgroups for a User#

2. Open Security.#

3. Select Users.#

4. Open the User.#

Select the User name to open its details.

5. Open the Workgroups subsection.#

On Details, select Workgroups.

6. Select Manage.#

Info

The account managing these assignments needs User.ManageWorkgroups.

7. Add the Workgroup.#

Choose the Workgroup and its associated Role. The User must already belong to that Role. The Workgroup must be Active and have Workspace scope.

Note

A User can have the same Workgroup assigned more than once when each assignment uses a different Role.

8. Select Update to save.#

The User now has the selected Workgroup/Role assignments.