View users, roles, and privileges

You can view the role assignments for a project or stream, and the users with the project in their inboxes. If you have the necessary privilege, you can also view the privileges of other users.

PRIVILEGES: To view other users' privileges, you need the privilege View other User's Privileges for the product that owns the project.

To view users, roles, and privileges for a project/stream:

  1. Select a project or stream.

  2. Select Project > Show User Roles and Privileges or Stream > Show User Roles and Privileges.

  3. To view which users have this project/stream in their inbox, click the Users with Object in Their Inbox tab. The following details are displayed:

    Field Description
    User Name The user ID for which the project is pending.
    Role The user's role.

    Capability

    Displays whether the user has the Primary (P), Secondary (S), or Leader (L) role capability for the project or stream.

    You can set these responsibilities in the Administration Console. For details, see Set up the process model.
    Full Name The user's name.
    Site The user's location.
    Department The user's department.
    Telephone The user's telephone number.

  4. To view which users are assigned to a particular role for this project/stream, click the Role Assignments tab.

  5. To view which privileges are enabled, click the Privileges tab.

  6. If you have the privilege View other User's Privileges, you can select another user whose privileges you want to view from the User list.

  7. To view the rule that applies to a privilege, select the privilege.

    The details are displayed in the Rule(s) Applied text box at the bottom of the dialog box.

  8. Click Close.

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