Users How-To Guide

Add User

1. To add a user to a space, from the Explore pane, go to Governance, Permissions, and select Users.

2. On the L2 Header, click the Add User option.

3. When clicked, a new tab, Workspace Users, will open. It will contain a list of users who are not yet added to the space.

4. Check the checkbox beside the user to be added and click Assign on the L2 Header. A prompt will show "User added successfully" and you will be moved back to the Users tab, with the Workspace Users tab closing automatically.

Assign Role to User

1. To assign a role to a user, go to the User page and click on the user's name. The User Details tab will open to the right.

2. Click Add on the User pane. A popup Selector will open, with all the existing roles in the space.

3. Check the checkbox beside the role(s) to assign and click Insert Items and Okay. The user is assigned the role.

4. Click Save at the bottom of the Users pane.