Role-based access within a workspace

Role-based access within a workspace

Role-based access management allows a power user to define which model objects a user is allowed to view, edit, or create within a workspace. A role should be configured for a group of users who share the same role within the project.

Add a role to a workspace *

  1. In the workspace menu, click on  Workspace settings.
  2. Click on the menu Roles.
  3. Click on the button New role. This results in a new dialog.
  4. For the field Name, enter a unique name representing the role.
  5. For the field Preset for new types, select the most common permission for this role. The specified permission is applied to all model objects.
  6. Click the button Create. This will direct you to the details of the new role.
  7. Click the button next to Role and validate the permission set as Preset for new types.
  8. Click the button next to Users with this role to assign users to the role.
  9. Change the Permissions of the model objects you want to differ from the preset permission.

Notes:

  • The role ‘Initial role’ is created at the creation of a workspace.
  • Newly added users will be assigned to the role configured as the default.
  • It is not permitted to remove a user’s last assigned role.
  • If a user is assigned multiple roles, the highest permission to a model object is granted.

Change the role new users are assigned to *

When a user is added to a workspace, he will be assigned to the role marked as Default for new Users. The name of the corresponding role is presented after the text Default for new Users.

  1. In the workspace menu, click on  Workspace settings.
  2. Click on the menu Roles.
  3. Hover on the role you want new users to be assigned to.
  4. Click on Set as default

Delete a Role from a Workspace *

  1. In the workspace menu, click on  Workspace settings.
  2. Click on the menu Roles.
  3. Hover on the role you want to delete
  4. Click on the icon.

Notes:

  • A role can not be deleted if there are users assigned to.
* In the workspace, the user type of your user must be set to power user to enable this feature.
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