Assign a role to a user

Assigning a role to a new user in a space

Whenever a new user is added to a space, they are assigned with a role.

NOTE: Only a space Administrator can add users to space and assign them with roles.

To add a new user to a space and assign a space role to them:

1. Go to the Settings tab and select Users.

   

2. Click Add users.

   

3. Search for the required user by either scrolling through the list or typing the user’s name in the Search field. NOTE: A user can only be added to a space if they are already added to the organization that hosts that space.

4. Select the required user. NOTE: You can also select multiple users.

5. Click Assign roles to selected users.

   

6. Click on Select a space role and select a checkbox against a role that you would like to assign to the user.

7. Click Add selected users. The user is added to a space and a space role is assigned.

   

Reassign a role to a user

You can assign a different role to an existing user in a space or assign an additional role to the user.

To reassign a space role to an existing user:

1. Go to the Settings tab and select Users.

   

2. Go to the required user.

3. Click on the actions menu and select Change role.

   

4. Optional: Deselect the role that is currently assigned to the user.

5. Select the required role.

6. Click Assign new role. Your user is now assigned with a different role.