Editing a Person's Access Roles

You can assign an additional role to a person, or change the roles to which a person is assigned. You can also use this page to see which roles have been assigned to a person.

This task adds a role for the person within their company, as shown in the Company field on the person's properties page. If you add the person to a business unit, subsidiary, or department, you can choose which of the roles listed on this page that the person can use within that business unit, subsidiary or department.

Required access roles to edit someone else's properties:

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

Before you begin:
See Also
Assigning Access Roles to a Person when Creating the Person
  1. In the navigation pane, click Role.

    This page only lists baseline and app-specific roles, such as Author, Design Engineer, or Librarian. This page does not list any organizational roles that are automatically assigned to a user based on their membership in a company, or license roles such as Product Architect or Services Product Manager.

  2. To add a role to this person:
    1. Click Add Role .
    2. If helpful, enter search criteria for the role name and click Filter.
    3. Select the needed roles.
    4. Click Done.
    If this person has been added to any business units, departments, or subsidiaries, you must edit their role assignment within that organization before they can use that role in that organization. For more information, see People Page.
  3. To remove a role from this person:
    1. Select the role.
    2. Click Remove Selected .
    3. Click OK to confirm.