Assigning Access Roles to a Person when Creating the Person

After you create the basic definition for a person, you can assign roles to that person.

Important: To assign baseline access roles, use the Manage P&O and Content console. For more information, see People & Organizations and Content Guide. If you use this page, those users will not have any credentials defined.

Required access roles:

  • Baseline: Administrator
  • App-specific: Organization Manager, Company Representative

  1. From the Actions menu or toolbar, click any of the following options:

    Option Description
    Add Role Adds an access role, search for and select the role. See Predefined Queries.
    Add Group Adds a group, search and select the group. See Predefined Queries.
    Remove Selected Removes a role from a person, click OK to confirm.

  2. Select each role you want to assign for the person. For more information, see the User's Guides for the apps this person needs to use for a list of the access roles for that app.
  3. Click Done.

After creating a person, you must assign licenses to them before they can log in. For more information, see Managing Licenses for a Person.

If you use this method to assign a role to a person, and that person has not already been added to a collaborative space, the person will not have valid credentials. Credentials require a collaborative space, organization, and access role.