Assigning or Removing Project User Roles

The Project Administrator assigns roles to users, enabling them analyze the codebase and manage and publish inventory, review published inventory, or view private projects. The Project Administrator can also create other Project Administrators.

The following are the available roles that users can have in a project:

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Project Administrators manage project users, manage project settings, upload and scan codebases, and rename, branch, and delete projects. They also manage Manage Source Control Management (SCM) and Application Lifecycle (ALM) instances.

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Analysts manage the codebase and inventory using the Analysis Workbench. They can upload and scan codebases, review files and add files to inventory, create new inventory, edit existing inventory, and publish and recall inventory. Analysts can also create and edit project inventory on the Project Inventory tab.

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Reviewers use the Project Inventory tab to approve and reject inventory, recall inventory, set inventory priority, and edit third-party notices and audit/guidance notes for the inventory.

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Observers can 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. The Observer role is available for private projects only.

Note:Private projects are hidden from all users except the Project Contact and those users assigned as Project Administrators, Analysts, Reviewers, or 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 Code Insight User Roles and Permissions section.

The following procedure describes how to assign users to project roles and remove users from these roles.

To assign users to or remove them from project roles, do the following:

1.

As the Project Administrator, navigate to the Summary tab (see Opening the Project Summary Tab).

2.

From the Manage Project menu, select Edit Project Users. The Edit project users page appears.

Note that all users assigned to a given role are shown on this page, whether the user was manually assigned the role or had inherited the role (for example, through project migration, designation as Project Contact, or Project Defaults set up by the System Administrator).

3.

Do either of the following:

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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 (Project Administrators, Analysts, Reviewers, or Observers). Repeat this step a necessary. (A user can be assigned to multiple roles.)

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To remove a user from a role, click next to the user’s name in the appropriate “role” pane. You can remove any user from a role, even those who inherited the role.

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

4.

Click Close when you have finished managing the project users.