Add Users and Assign Roles
From the View Exchange page click the Users tab. The Users page appears.
Click Add users.
The Add Users to Data Exchange page appears.
Click Select Users and search for the user. Search is case sensitive. Select the user you wish to add.
The platform will search for users in either the internal registry or LDAP. This depends on the user and group registry settings made during enterprise administration.
Once you have added your users, you can either:
Click +Role to assign roles individually to each user
Click Assign Roles to All Users to assign roles to all the users in the current list
For individual role assignment, click +Role and select a role for that user from the list. Add as many of the available roles as you want for each user.
In Assign Roles to All Users, select roles. You can opt to override the users’ original roles by selecting the override box.
Note
When viewing the list of users who may access the enterprise or exchange, the list only displays those users that have been directly added. Users who are members of a group are not shown. Group membership and user information may be viewed from LDAP.
Click Save to assign the roles.
Click Save to save the added users and role settings.
To return to viewing users and updating roles, click the Users tab.
Edit User Roles
To edit user roles:
Click the User tab in View Data Exchange.
Click More (the three vertical dots) and select Edit Roles. .
A box appears on the right of the screen. It shows existing roles
Click the X next to a role to remove that role, or select new roles from the menu.
Click Save.
Remove a User from the Data Exchange
To remove a user from the exchange:
Click the User tab in View Data Exchange.
Click More (the three vertical dots) and select Remove user from data exchange.
A message states, This will remove all permissions for the user, and they will lose access to the platform unless they belong to a user group which is allowed access. This means the user could still have rights on the exchange if they are part of a group.
Check the box to confirm that you understand and would like to proceed.
Click Remove.
The user is removed and the list of existing users appears.