Organization level
To view and manage roles for your organization, click the person icon at the top right of the screen within your Novorender organization and select “Organization Settings.” This section has two main pages:
User Roles
Role Assignments
Role Assignments provide an overview of everyone with access to your Novorender organization. This includes:
Name: The user’s name
Type: Distinguishing between users, Entra groups and Tenant ID
Roles: The roles a user holds in the organization, across all projects
Expiry: Shows if the user’s access is time-limited
Access: An overview of the projects the user can access and their roles in each project
Actions: Options to edit a user’s name, organization roles, or delete the user
Video transcript
0:00 Today I'm going to explain how role assignments work. You get access to role assignments by clicking the user icon and then clicking your organization. 0:09 In this view you get access to all the users in your organization and also the roles that they have. You also see all the accesses that a specific user has.
0:19 For example. This user has access to these projects with these roles and you can even edit the access then by clicking this link.
0:33 You are also then able to, on an organizational level, to add multiple types of users. You can add a single user, I'm gonna add, for example, uh, a user here and I can give it whatever type of role I want and it will now have a viewer access on the organizational level, meaning that it will have a viewer
0:59 across all projects. I can also add it via a security group, an active directory, and also assign a role with a Microsoft Teams group, a tenant ID, or even adding multiple users using a CSV, uhm, to add roles, uhm, to multiple projects.
Projects level
The “MEMBERS” tab in each project provides an overview of users and their roles within that specific project. You can edit a user’s role by clicking the pencil icon on the right. The four standard roles and any additional roles created within your organization are available for selection.
In the “RESOURCES” tab, roles can be assigned specific access to folders. By selecting the three dots next to a folder, you can choose “View Access” to see all permissions available for that folder. By default, Organization Administrator and Project Administrator will have access to all these permissions, since these Roles have these permissions inherited. Additional roles can be granted access to folders by selecting the role in “Directly Assigned.” Permissions assigned to a folder will automatically apply to all subfolders.