In globaledit, a user's ability to interact with assets, features, and other user accounts are granted either through a Workspace Role and its accommodating Policies, or through a set of Permissions that are assigned when inviting a user to a Collection.
Policies are applied via a default or custom Role when inviting a new or existing user to a Workspace within your Library. When inviting a user to a Collection, the owner must a la carte permissions that will be granted to the user.
In both instances, there are a few things to keep in mind when determining where and what kind of access to grant users.
Workspace Roles:
Please follow the link to our Getting Started: Create and Share Workspaces article for instructions on adding a user to a Workspace.
Managing User Roles & Policies:
The Avatars next to the Share Hub button display users who have access to the selected Workspace or Collection:
Clicking one of the Avatars next to Share Hub button will bring up a window detailing all users who have access to the workspace, along with when they last accessed it:
Click on the Role dropdown next to the corresponding user in order to change their role to a different one.
Click on Remove to remove the users access from the Workspace.
Click to finalize the changes.
Click the "X" to close the menu without saving any changes.
Admin Access
People
As an Admin, you can edit a users Workspace Role and access altogether by selecting Admin at the top of the screen, then People in the left panel:
Admin Panel - Select People from Left Panel
Adding access to invited user(s) will allow users to see the Organization, Account(s) and Workspace(s) the user needs to access immediately. Click Manage to the far right of the username, then select Edit Role.
Selecting Edit Role on a User
With the Assignments dialog window, assign the user to a Role on the Organization, Account and/or Workspace level. Users can be assigned to roles at any time, and assignments can be removed when necessary. Users can be assigned to any or all Organizations, Accounts or Workspaces.
Assignments Dialog Window
Tip: If a checkbox next to a Workspace is not selected, the user will not have access to it and will be unable to view the Workspace.
Roles
As an Admin, you can view the permissions that are associated with a particular Role by selecting Admin at the top of the screen, then Roles in the left panel:
Please follow the link to our Getting Started: Admin Panel article to discover the permissions associated with Roles on an Organization, Account, and Workspace level(s).
Collection Permissions:
Although a predefined Role cannot be assigned to a Collection like a Workspace Role, similarly, a user's access into a Collection is governed by a set of permissions that are assigned by the Collection Owner during the Collection invitation process. By default, the Collection Owner retains all permissions associated with the created Collection.
As a Collection Owner, users must be invited to the Collection to gain access and/or gain the ability to invite additional users to the Collection.
Please follow the link to our Getting Started: Create and Share Collections article for instructions on inviting a user to a Collection.
View/Update a User's Collection Permissions
After a user has been invited into the Collection, the Collection Owner can view and/or update their permissions.
In the Collections Panel, click on the More Options button located to the right of the Collection you want to share, then click Info
Within the Collection's drawer that appears, click on the Members tab. This tab will display members of the Collection including its owner as well as users who currently have access to it.
As the Collection Owner, selecting the Policies # hyperlink on the user card will allow you to update their permissions.
Successfully updating a user's collection permissions will send out an update permission email to the user. The email includes a hyperlink that will allow the recipient to navigate directly into the Collection.
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Email: support@globaledit.com
Phone: (888) 433-4801
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