1. ProKnow
  2. Setup & Security
  3. Identity and Access Management

Managing Access

Avatar
Kyle Burnett
Follow

IN THIS ARTICLE

With the Manage Access dialog, you can view, add, and remove role assignments for a given resource

Viewing Role Assignments

Note: You must have the List Resource Assignments permission on the resource to view role assignments for that resource. You must have the Read Users permission on at least one group to which the user belongs to see the name and email of the user. You must have the Read Groups permission on the group to see the name of the group.

  1. Open the Manage Access dialog for the current resource.
  2. (Optional) Use the filter to filter the list of role assignments by the name of the user, group, or organization or by the name of the role.
  3. (Optional) Use the Show All Roles toggle to view assignments for all roles. By default, only the roles that are relevant for the given resource type are displayed.
  4. Press the Close button to close the dialog.

Adding Role Assignments

Note: You must have the Add Resource Assignments permission on the resource to add role assignments for that resource. You must have the Read Users permission on at least one group to which the user belongs to add role assignments to that user. You must have Read Groups permission on the group to add role assignments to that group.

  1. Open the Manage Access dialog for the current resource.
  2. Press the Add button.
  3. Select a role.
  4. Select a group.
  5. Press the Add button.
  6. Press the Close button to close the dialog.

Removing Role Assignments

Note: You must have the Remove Resource Assignments permission on the resource to remove role assignments for that resource. You must have the Read Users permission on at least one group to which the user belongs to remove role assignments from that user. You must have Read Groups permission on the group to remove role assignments from that group.

  1. Open the Manage Access dialog for the current resource.
  2. Select one or more role assignments to remove.
  3. Press the Remove button.
  4. Press the Close button to close the dialog.

Downloading Role Assignments

  1. Open the Manage Access dialog for the current resource.
  2. Press the Download Role Assignments button
  3. Press the Close button to close the dialog.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.