In Teamwork Cloud Admin (TWAdmin), a user can have several roles (global or resource-specific roles) and a role can have more than one resource (project/document). An authorized user can view what roles a user has and which resources the user is assigned to through the User detail page. Here you can assign or remove a resource from any existing role if you are authorized to do so. Prior to accepting resource assignments, a user must have a role.
The way you assign roles to users to work on either projects or documents is the same.
Assigning a resource to a user role using the Role Assignments section on the User detail page.
You can, however, assign resources to a role that you are creating on the Role detail page. The User detail page allows you to assign one or more resources to a resource-specific role and/or remove them from the role.
To assign a resource to a role
- Click a username on the User Management page. The User detail page will open.
- Go to the Role Assignments section. All assigned roles have their check boxes selected.
- Click a role name and click to select a resource.
- In the Add Resource dialog, select, for example, Chatbot (press Ctrl key to select multiple resources) and click .
- Click to assign the resource(s) to the role. You can see the resource(s) has been added to the selected role in the Role Assignments section.
To unassign a resource from a role
- Click a username on the User Management page. The User detail page will open.
- Expand the Role Assignments section.
- Select a role whose resource(s) you want to remove.
- Click next to the resource to unassign it from the selected role.
- Click to save the changes.