The following two methods document how to search for and add users.
Note: If you are assigning access rights, the default access rights apply to all users unless specific access user rights are defined.
To search for and add users:
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1. | Select Search Users in the list (top-left). |
2. | In the Criteria panel select to search against Account, First Name, Last Name or Group by selecting the relevant radio button. |
3. | Enter the search text in the relevant text box or select the user group from the group drop-down list.. |
| Hint: You can enter part of the text. For example, entering 'Jo' as the first name will return names beginning with 'Jo', such as John, Joanne, etc. |
| Note: You can retrieve all users by leaving the fields blank. |
5. | Select the user from the list of users that is returned and click Add. |
| Hint: Hold Ctrl to select multiple users. |
| Note: Click Me to add yourself. The <Owner> option (applicable to reviews only) will automatically assign the owner of a diagram or document as a reviewer. |
To search for and add groups:
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1. | Select Search Groups in the list (top-left). |
2. | Enter the name of the group in the Name text box and click Find. |
Note: You can retrieve all groups by leaving the field blank.
3. | Select the user from the list of groups that is returned and click Add. |
Hint: Hold Ctrl to select multiple groups.
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