The main method for allowing your users to access a project is through security groups. A security group dictates what actions can be performed in each area of the software. To manage security groups click on the “Manage security groups” menu item for the project. 

This will take you to a table showing all existing groups for the project

Creating a new security group

To create a new security group, click the “Create” menu item at the top of the page.

This will open the “Create security group” form. The group must have a unique name for the project, and a collection of dropdowns are provided for each main feature. Simply select a set of actions for each feature that you wish to allow users to be able to perform.

Assigning users to a security group

Once security groups have been defined for a project, you can assign users on the tenant to the project. From the projects page, click on the “Manage project users” menu item.

This opens a table with all users on the tenants and a list of the roles the users have been assigned to. A user can have multiple roles. To edit the security groups for a user, select the “Manage security groups for user” menu item.

This will open a form with a dropdown showing all available security groups. Choose the collection of roles for the user and save the form.