Users, Groups, and Roles

Administrators can grant users access to a vault, create and assign roles, and create user groups.

The Global Settings Security tab contains options for granting user access to a vault and assigning user permissions. You can also create groups of users as well as assign access privileges and roles to the groups. The roles assigned to a user or group define the permissions of the user or members of the group.

Access

1. Select Tools  Administration  Global Settings.
2. In the Global Settings dialog box, select the Security tab.
   

Users and Groups

User and Group accounts are created and administered in the User and Group Management dialog box. You can create a new user or group profile or edit an existing user or group profile.

1. Select Tools  Administration  Global Settings Security tab.
2. Click Manage Access.

Roles and Permissions

Roles are created and administered in the Role Management dialog box. You can view the permissions assigned to a role when you create, copy, or edit a role.

1. Select Tools  Administration  Global Settings Security tab.
2. Click Manage Roles.