Configure Role Assignments For Master Documents

Master (also called as-built) documents reside in the Masters branch of a Meridian Cloud vault and can be seen in the Masters scope. Master documents cannot be seen in Meridian Portal, only copies of them made for revision within Meridian Portal projects. User access to master documents is usually restricted, so Meridian Cloud supports configuring security role assignments separate in the Masters scope from the other scopes. Assignments may be made for the entire Masters branch or they may be more specific by assigning them based on the location properties (Region or Plant) of the documents. For descriptions of the Masters scope roles, see Master Scope Roles. For more information about scopes, see Understanding scopes.

Role assignments for the other scopes are configured separately as described in Configuring role assignments for scopes.

1. On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon . The Account Settings page appears.
2. In the menu, expand Role Assignments, and then click As-Built. The As-Built list appears and shows the groups assigned to each role and where in the Masters branch (Location in the header) they are assigned.

3. To assign roles based on a different location:

   1. Select the location from the Assignment Type list in the header. A confirmation dialog box appears.
   2. Click Yes.

4. To edit the groups that are assigned to the roles:

   • Click the Edit icon in the row of the assignment that you want to edit. The Edit Role Assignment dialog box appears.

     To add a role assignment:

     1. Click the Add icon . A list of the unassigned groups appears.
     2. To find a particular group by name:
        • Start typing part of the group name. The list updates to show only the groups that contain the typed letters.
     3. Select a group in the list. The group is added.

     To delete a role assignment:

     • Click the Delete icon next to the name of the group that you want to delete. The group is removed.

5. Click Save. The assignments are updated in the list.