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Roles can be assigned at three levels: organization, project, and environment.

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Assigning Organization Roles

Organization roles can be assigned to both individual users and teams, and apply across the entire organization (including all projects and environments).

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Assigning Organization Roles to Users

1

Navigate to Organization Settings

Go to Organization Settings > Users tab.
2

Select User Role

Locate the user in the table and click the Role dropdown for that user.
3

Choose Role

Select from the available roles in the dropdown:
Role Dropdown Organization: Default roles are listed first, followed by a separator, then custom roles in alphabetical order.
4

Save Changes

Click SAVE to apply the changes.
Organization User Role Assignment

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Assigning Organization Roles to Teams

1

Navigate to Organization Settings

Go to Organization Settings > Teams tab.
2

Select Team Role

Locate the team in the table and click the Role dropdown for that team.
3

Choose Role

Select from the available roles:
4

Save Changes

Click SAVE to apply the changes.
Organization Team Role Assignment

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Assigning Project Roles

Project roles can be assigned to both users and teams and apply to a specific project, all its sub-projects, and all environments within them.

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Assigning Project Roles to Users

1

Navigate to Project Settings

Go to Project Settings > Users tab.
2

Select User

Locate the user in the table and check the checkbox in the Assign column.
3

Choose Role

Click the Role dropdown that appears and select from the available roles:
4

Save Changes

Click SAVE to apply the changes.
Project User Role Assignment
Important: You must first select the user using the checkbox in the Assign column before you can choose their role.

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Assigning Project Roles to Teams

1

Navigate to Project Settings

Go to Project Settings > Teams tab.
2

Select Team

Locate the team in the table and check the checkbox in the Assign column.
3

Choose Role

Click the Role dropdown that appears and select from the available roles:
4

Save Changes

Click SAVE to apply the changes.
Project Team Role Assignment
Important: You must first select the team using the checkbox in the Assign column before you can choose their role.

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Assigning Environment Roles

Environment roles can be assigned to both users and teams and apply only to a specific environment.
Team Role Assignment LimitationDefault roles cannot be assigned to teams at the environment level. Teams can only be assigned custom roles at the environment level.

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Assigning Environment Roles to Users

1

Navigate to Environment

Go to the Environment page and click the ACCESS tab.
2

Select User

In the Manage Users card, locate the user in the table and check the checkbox in the Assign column.
3

Choose Role

Click the Role dropdown that appears and select from the available roles:
4

Save Changes

Click SAVE to apply the changes.
Environment User Role Assignment
Important: You must first select the user using the checkbox in the Assign column before you can choose their role.

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Assigning Environment Roles to Teams

1

Navigate to Environment

Go to the Environment page and click the ACCESS tab.
2

Select Team

In the Manage Teams card, locate the team in the table and check the checkbox in the Assign column.
3

Choose Role

Click the Role dropdown that appears and select a custom role.
4

Save Changes

Click SAVE to apply the changes.
Environment Team Role Assignment
Default Role LimitationDefault roles (Environment Viewer, Environment Planner, Environment Deployer, Environment Admin) cannot be assigned to teams at the environment level. Only custom roles are available for team assignments.
Important: You must first select the team using the checkbox in the Assign column before you can choose their role.

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Next Steps

Manage Users

Learn how to invite and manage users in your organization

Manage Teams

Learn how to create and manage teams to simplify permission management

Default Roles

Review the built-in default roles and their permissions

Custom Roles

Create custom roles before assigning them