Assigning groups and users to roles

Assigning groups and users to roles helps you to assign permissions by grouping users together who have similar responsibilities for individual items. This is not the same as their permissions, which is are assigned as described in Assigning permission levels to property hierarchy values.

Note    This task does not apply to project security, which is configured similarly but is done in BlueCielo Explorer as described in the BlueCielo BlueCielo Explorer User's Guide .

To assign groups and users to roles:

1. In Meridian Enterprise Server Administration Console, in the REPOSITORIES group, click Repositories. The Repositories page appears and lists the existing BlueCielo Explorer repositories and Meridian Enterprise vaults.
2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
4. In the SECURITY group, for the Item Security item, click MANAGE. The <RepositoryName> Item security page appears.
5. In the page subheader, click MEMBERSHIPS. The list of current roles appears. Each row indicates the number of groups or users that have been assigned to that role. To view them, select the role.

6. Select the role that you want to edit and then in the assignments column, click EDIT. The <RepositoryName> - UPDATE DEFAULT MEMBERSHIP dialog box appears and lists the roles.

   To add a new group or user:

   1. In the toolbar, click Add Group or Add User, accordingly. The ADD GROUPS or ADD MEMBERS dialog box appears.
   2. Select the names that you want to add. Press and hold the Ctrl key while clicking to select individual names. Press and hold the Shift key while selecting the first and last of a range of names.
   3. When you are done selecting, click OK. The names are added to the list of role members.
   4. Click SAVE. A confirmation dialog box prompts whether you want to apply the memberships to all existing projects.
   5. Click YES or NO to proceed. Click CANCEL to return to the dialog box.

   To remove a group or user:

   1. Select the names that you want to remove and then in the toolbar, click Remove. The names are removed from the list of role members.
   2. Click SAVE. The number of assignments is updated.