Manage Security Roles

Security roles specify the privileges that users have in projects. You grant privileges to users by assigning to them one or more roles depending on their responsibilities within the project. You can assign roles at the tenancy level so that they apply to all projects or you can assign roles in specific projects that override the user's tenancy roles.

To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.

ClosedNotes About Functionality

  • If your Meridian Portal tenancy is integrated with Meridian Enterprise, it will include a special Meridian user account that can only be used by Meridian Portal to communicate with the Meridian Enterprise server.

    The ways in which the Meridian user account is different from normal user accounts are:

    • The account and its password can only be created by Accruent and once created, the account cannot be deleted.

    • It is the only account that can be assigned the Meridian security role that is necessary to communicate with Meridian Enterprise. The role does not grant privileges to the account to work interactively in Meridian Portal. Once assigned, the role cannot be revoked.

    • You do not need to invite the account to join a project for the integration to work with projects.

  • Portal user accounts and security roles are separate from the other Meridian Enterprise applications in Meridian Cloud, which are described in Security Roles And Privileges.

  • If a user has the Contractor role as a user and is part of a group with the Contributor role on a project, you may see a scenario where the user is unable to upload documents in Portal. This issue occurs because the two roles have conflicting user permissions.

    To resolve this issue, remove the user from the Contributor group.

ClosedView a User's Security Roles

To view a user's security roles:

Choose between two options:

  • View the user list of the tenancy as described in Manage User Accounts.

    Each user's role in the tenancy appears in the Roles column.

  • View the membership list of the project as described in Manage Project Membership.

    Each user's role in the project appears in the Roles column.

ClosedAssign a Security Role

Important!

Do not change a user's role from a contractor role to an internal role, or vice versa.

To assign a security role:

  1. View the user list of the tenancy or project as described above.

  2. Click the Actions icon Three blue circles stacked in a column.of the member to whom you want to assign the role.

  3. Click Update Role on the menu that appears.

    The <MemberName> dialog box appears.

  4. Select a role from the list using the descriptions in Security Roles And Privileges.

    Only the roles that are not already assigned to the user are listed.

  5. Click Save.

    The role is assigned to the selected user.

ClosedRemove a Security Role

To remove a security role:

  1. View the user list of the tenancy or project as described above.

  2. Click the Actions icon Three blue circles stacked in a column.of the member for whom you want to remove a role.

  3. Click Update Role on the menu that appears.

    The <MemberName> dialog box appears and shows the user's current role assignments.

  4. Click the Delete icon A blue trash can. in the right column of the role that you want to remove.

    A dialog box opens, asking you to confirm your choice.

  5. Click Delete.

    The role is deleted from the selected user.

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