Skip to content

Assign Role

Purpose

Assign roles to users or groups so they receive the correct administrative or content-level permissions.

Note: This action may require administrator privileges.

Prerequisites

  • You are signed in as a user administrator or system administrator.
  • The role already exists.
  • You understand whether the role is a Global Role or a Content Role.

Before You Begin

Role assignment depends on role type:

  • Assign Global Roles on a user's profile. These roles grant system-level capabilities such as user administration.
  • Assign Content Roles on a department, folder, or document's permissions screen. These roles grant access in that content location.

Do not assign an administrator role unless the user needs the administrative capabilities it grants.

Assign a Global Role to a User

  1. Open Users from the left navigation.
  2. Find the user.
  3. Click the pencil icon on the user's card.
  4. In the Profile form, use Roles to select the global role.
  5. Confirm the role tag appears below the selector.
  6. Click Update Profile.

Example Walkthrough

Demonstration screenshots use redacted names from a staging tenant.

  1. Open the user's Edit Profile form and assign a global role in the Roles field.

    Edit Profile form showing role assignment area and Update Profile action

  2. To assign a content role, open Manage Permissions on the target department, folder, or document.

    Manage Permissions screen showing a sample group assigned to a sample content role on a department

Assign a Content Role to a User or Group

  1. Open the target department, folder, or document.
  2. Open Manage Permissions.
  3. Add a local user or local group.
  4. Select the content role for that user or group.
  5. Save the permission changes.

Expected Result

  • Global roles appear on the user's profile and grant system-level permissions.
  • Content roles appear on the selected content item's permissions screen and grant access in that context.
  • Effective permissions combine with any other roles the user receives directly or through groups.