Adding and removing Active Directory users in workspaces

Unlike without the Active Directory Connector installed, directly listing all users in a workspace is not possible with the Active Directory Connector installed. Some of the workspace users might have been added to the workspace individually, and some might have access through global groups as described in Adding and removing global groups in workspaces.

Note    In the following procedure, only individual users can be found when searching for users. Global group users can be listed with the Active Directory management tools.

To add an Active Directory user to a workspace:

1. In the Settings view, expand the name of the workspace to which you want to add the users, and click User information. A page showing the Meridian Project Portal user search options appears.
2. Type any information (case-sensitive) that you know about the users that you want to find (wildcards supported) in the corresponding text boxes  and click Find users. The page refreshes to show the search results in tabular format. The Member column indicates whether the user is already a member of the current workspace.
3. In the Actions column, click Add. The page refreshes to show the user added as a member of the current workspace.

To remove an Active Directory user from a workspace:

1. In the Settings view, expand the name of the workspace from which you want to remove the user, and click User information. A page showing the Meridian Project Portal user search options appears.
2. Type any information (case-sensitive) that you know about the users that you want to find (wildcards supported) in the corresponding text boxes  and click Find users. The page refreshes to show the search results in tabular format. The Member column indicates whether the user is already a member of the current workspace.
3. In the Actions column, click Remove. The page refreshes to show the user removed as a member of the current workspace.

Note    Each user search returns a maximum of 100 users. If the user you are searching for is not listed, refine the search criteria and search again.

To add an Active Directory user to a role in a workspace:

1. In the Settings view, expand the name of the workspace in which you want to add the user to a role, and click User information. A page showing the Meridian Project Portal user search options appears.
2. Type any information (case-sensitive) that you know about the users that you want to find (wildcards supported) in the corresponding text boxes  and click Find users. The page refreshes to show the search results in tabular format. The Member column indicates whether the user is already a member of the current workspace.
3. In the Actions column, click Roles. A page listing the roles that the user is a member of appears.