How to Automatically Assign User Roles in the Workspace

Table of Contents

Accessing the page
Automatically assigning
Deleting users

This article will explain how to assign user roles within the workspace automatically.

Accessing the page #

To access the page, select the Workspaces/Manage workspaces tab. Choose a desired workspace, and in the Actions option, select the Edit button.

Automatically assigning #

To automatically assign a system role with a workspace role, do the following:

Navigate to the Membership rule tab.
Select the Add button.
In the pop-up dialog from the drop-down menu, select the System role.
In the pop-up dialog from the drop-down menu, select the Workspace role.
Select the Save button to apply the changes.

A system notification will appear after successfully applying for the membership role.

Added users can be seen in the Members tab.

Deleting users #

After selecting the Delete option in the Membership rule tab, all users imported by that rule will be deleted from the list in the Members tab.