Assigning Project Roles to Users

FlexNet Code Insight 2020 R1

The Project Owner assigns roles to users, enabling them to analyze the codebase and manage and publish inventory, review published inventory, or view private projects. The following are the available roles that users can have in a project:

Analysts have the ability to manage the codebase and inventory using the Analysis Workbench. They can create new inventory, edit existing inventory, and publish inventory. They can also review files and add files to inventory.
Reviewers have the ability to approve and reject inventory and manage inventory using the Project Inventory tab. They can create new inventory and edit existing inventory.
Observers have the ability to view inventory in a private project. They have read-only access to project inventory and can run reports. Development managers and executives are usually assigned this role.

Note • The Observer role is available for private projects only.

For public-view projects, users who are not directly assigned the Reviewer or Analyst role have read-only access to the project inventory. However, private projects are hidden from all users except the Project Owner and those users assigned as Analysts, Reviewers, and Observers of the project. For additional information about private projects, see Creating a Private Project.

For a reference to the various user roles and their permissions, refer to the FlexNet Code Insight User Roles and Permissions appendix.

The following procedure can be used to assign users and roles to public-view and private projects.

To assign an analyst, a reviewer, or an observer to a project, do the following:

1. As the Project Owner, navigate to the Summary tab (see Opening the Project Summary Tab).
2. Click the Manage Project menu at the bottom of the page and select Edit Project Users. The Edit project users page appears.
3. To assign users to a given role, drag and drop one or more user names from the Select Users list to the desired “role” pane (Analysts, Reviewers, or Observers).

Note • The Observers pane is visible for only private projects.

4. Repeat this step as necessary to assign users to roles. (A user can be assigned to multiple roles.)
5. To remove a user from a role, simply click next to the user’s name in the appropriate “role” pane.
6. Click Close when you have finished managing the reviewer, analyst, and observer role assignments.