Assign Roles to Users and Groups

Assign roles to automatically grant users and groups a set of permissions in Vault.

When more than one role is assigned, the permission set is the union of the roles.

Assign Roles to Users

1. Select Tools > Administration > Global Settings.
2. In the Global Settings dialog box, select the Security tab, and then click Manage Access.
3. In the User and Group Management dialog box, select the Users tab.
4. To assign roles to a user for the first time, click New.
5. In the New User Profile dialog box, click Roles.
6. In the Roles dialog box, select one or more roles, then click OK.
7. To edit the role of a user, double-click a user profile in the User and Group Management dialog box.
8. In the Edit User Profile dialog box, click Roles.
9. In the Roles dialog box, select or cancel the selection of one or more roles, and then click OK.

Assign Roles to Groups

1. Select Tools > Administration > Global Settings.
2. In the Global Settings dialog box, select the Security tab, and then click Manage Access.
3. In the User and Group Management dialog box, select the Groups tab.
4. To assign roles to a group for the first time, click New.
5. In the New Group Profile dialog box, click Roles.
6. In the Roles dialog box, select one or more roles, then click OK.
7. To edit the role of a group, double-click a group profile in the User and Group Management dialog box.
8. In the Edit Group Profile dialog box, click Roles.
9. In the Roles dialog box, select or cancel the selection of one or more roles, and then click OK.