Assign profiles to users or user groups

Assign the relevant profile in order to enable a profile-based view of the portal. Depending on the profile, the information and functionality that users have access to varies. Example: For users to which the Viewer profile is assigned, the Steps fact sheet is displayed when a model is selected. They are unable to view the Tasks fact sheet and the Contribute function as they do not have an active role. Profiles are applied in addition to the function and license privileges.

Prerequisite

Assign profiles to individual users

Procedure

  1. Click User management User management. The list of users is displayed.
  2. Click the user you want to assign a profile to. The user data (details) is displayed.
  3. Click Privileges > Profiles. The list of profiles is displayed. A distinction is made between profiles assigned directly and those assigned via a user group.
  4. Enable/disable the check boxes of the profiles whose assignment you want to add/remove.

The user is assigned the selected profiles.

If more than one profile is assigned, the user can switch between these profiles via <user name> > Profiles > <profile_xy>. Only one profile can be active at a time.

Assign profiles to all members of a user group

Procedure

  1. Click User management User management, and select User groups. The list of user groups opens.
  2. Click the user group you want to assign a profile to. The user data (details) is displayed.
  3. Click Privileges > Profiles. The list of profiles is displayed.
  4. Enable/disable the check boxes of the profiles whose assignment you want to add/remove.

All members of the user group are assigned the selected profiles. The assignment of these profiles is displayed in the overview of profiles for a user as Via user group.

If more than one profile is assigned, the user can switch between these profiles via <user name> > Profiles > <profile_xy>. Only one profile can be active at a time.