Assign a User or User Group Access to a Workspace

Assign user access at the workspace level individually or through groups. Each user or group must be assigned a workspace permission set. If a user or user group has a set of default permission sets, these will be used but can be changed during the assignment. At the workspace level, assigning a user or group an object permission set will grant access to all instances of that object within the current workspace.

To assign user access to a workspace:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Security.
Select the Assign  menu, and then select User or Group.
In the Assign User or Assign Group dialog box, enter the user or group name.
Select the name, and select Next .
In the Permission Set column, select the workspace permission set.
(Optional) Add any other permission sets applicable to that user or group.
Select Assign.
Select Save.
In the Summary & Settings panel, select  Close.

You can also do this in the Workspace inventory panel.

In the object selector, select Workspaces, and then select View All Workspaces.
In the table, select a project, and then select the Security detail window.

Tips

There are two permission sets provided by the application that you can assign to users and user groups:
- The Administrator (System) permission set has all privileges assigned. It grants all functionality for an object as well as access to all of the object's data. It also grants the ability to edit the user and user group security for that object.
- The View Only (System) permission set provides read-only access to objects and their data.
If you added the workspace, you are automatically assigned access to the workspace with the Administrator (System) permission set.
If a user has the Administrator (System) permission set for a workspace, they will be able to access all data in the child workspaces as well.
User access assignments made at the workspace level will not be seen in the Security detail windows for the objects within the workspace.
The Search feature searches the entire list of users for matches. During that initial search, it will stop after finding 500 results, then filter out those who have already been assigned. For this reason, your maximum number of search results might vary. To limit the number of results, be as specific as possible when entering a name in the search field. For example, enter the first and last name of the user.

Next: Assign User Roles to a Workspace, Portfolio, or Project