Assign role to user in Organization

Roles determine what a user can see and do within the Oten system. The Assign role feature allows you, as an Admin, to grant users specific permissions within a defined scope, such as across the entire organization or within a specific Workspace.

This ensures that users have access only to what they need, enhancing security and making management more effective.

How to assign a new role to a user

This action is performed directly from a user's profile page to ensure it is intuitive and context-specific.

Steps:

1. Navigate to the user detail page: From the account list, find and open the profile of the user to whom you want to assign a role.

2. Initiate the role assignment: On the user's profile page, find and click the Assign role button.

3. A setup window will appear. Here, you will complete two main steps:

   • Step 1: Choose a role

     • Click the dropdown menu to view and select the role you want to assign (e.g., Editor, Viewer, Admin).

     • Preview permissions: As soon as you select a role, a read-only summary of its associated permissions will automatically display. This helps you confirm exactly what the user will be able to do with this role.

     • Note: Roles that the user has already been granted will not appear in this list to prevent duplicate assignments.

   • Step 2: Select a scope

     • This is where you decide where this role will be effective.

     • Depending on your organization's structure, options may include the entire Organization, a specific Org unit, or a single Workspace.

4. Finish: After selecting the role and scope, click the Assign button to confirm.