As an administrator assign roles to the users to enable them access to pages and features in CoE Manager.

Procedure

  • Assign users to roles
    1. Click the avatar icons to open the participant window.

      participant window
    2. Enter the email address of the user you want to add in the Name or Email field.
      • For first time users, they will receive an invitation via email to set up an account and login.
      • For existing users, when you start typing the user’s name or email address, their name and email address will be displayed.
    3. Select one or more roles for the user from the drop-down list.
      Roles that have been enabled on the template will be available in the drop-down list.
    4. Click Add.
      Note: The Visible To option includes all users who do not have a direct role on the page but have inherited permissions from an ancestor role assignment.

      Permissions are passed down to descendant pages. For example, if a user is assigned a role on a program that encompasses five projects, they will automatically have access to the program and all its projects.

  • Manage roles
    1. Click the avatar icons to open the participant window.
    2. Click the username.
      A floating menu is displayed with three options.
      manage users
    3. Choose from one of the options:
      • Manage: The Manage Roles window displays all roles enabled for the page. The roles provided to the user are already selected. Select or deselect roles to add or remove the user from roles on the page and click Save.
      • Replace All: The Replace All option replaces a user in all roles they hold in the current work page as well as on the descendant pages. On the window, select another user to replace the current one in all roles and click Replace.
      • Remove All: The Remove All option removes the user from all roles on the current page. It does not remove the user from roles provided on the descendant pages. A dialog box will ask you to confirm the removal, click Remove.