Assign roles to a user by editing users.xml

You can assign roles to a user by editing users.xml.

About this task

Note: MadCap Software recommends that you avoid directly editing the users.xml file. The User Manager window has built-in validation mechanisms to reduce errors.

Procedure

  1. From the Administration menu, click User Management.
  2. Click Edit.
    A message appears saying "users.xml has been checked out."
  3. Find the name of the user you want to configure under <user>, and then scroll down to until you reach the user's roles. Your deployment configuration can be quite different than the default, based on corporate or usage requirements. See Default roles and configurations.
    Sample role assignments for a writer:
    <roles>
         <role name="Author" />
         <role name="Editor" />
    </roles>
  4. Add a <role> element for each additional role you want to assign to the user.
    <roles>
         <role name="Author" />
         <role name="Editor" />    
         <role name="Project coordinator"/>
    </roles>
    Note: The role name you enter must correspond to roles previously configured.
  5. Click Save.
    A message appears saying: "users.xml has been saved and checked in."
  6. Click General.
  7. Click Refresh Web Server.
  8. Click Refresh.
    A message appears saying: "Web Server has been refreshed."