How to Automatically Assign User Roles in the Workspace

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

Accessing the page #

To access the Workspace tab select the Workspaces tab from the left-side menu and then the Manage workspaces tab.

Select 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:

  1. Navigate to the Membership rule tab.
  2. Select the Add button.
  3. In the pop-up dialog from the drop-down menu, select the System role.
  4. In the pop-up dialog from the drop-down menu, select the Workspace role.
  5. 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.

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