Assign users to a Material

Assigning users to a Material controls who on your team can work with it. You add members from your Account, and you can remove that per-Material access later — all from the Material’s Users tab.

Before you start

• You need the Materials update permission to add or remove users — see Roles & permissions.
• The people you assign must already be members of your Account — see Team management.

Add users

1. Open the Material and select the Users tab (Material Users).
2. Select Add User.
3. In the Add Users to Material dialog, filter by name, email or role to find people, then tick the ones you want. Use Select all to select everyone shown.
4. Select Add to confirm — the button shows how many users you’ve chosen.

Screenshot pendingThe Add Users to Material dialog with search and selection

Assigned users appear in a table showing Name, Role, Email address and Access. Use Search Users and the Filter by role control to find someone in a long list.

Understand the Access column

The Access column tells you how a person reached this Material:

• This material only — access was granted here and can be removed here.
• Account-wide — the user already has access to all Materials through their Account membership. You manage this from their Account membership, not from a single Material.

Remove a user

1. On the Users tab, find the person you want to remove.
2. Select the remove action (Remove from material) on their row.

Caution

You can only remove users whose access is This material only. Account-wide users can’t be removed from a single Material — change their access from their Account membership instead. See Team management.

Related

• Materials overview
• Create a Material with the wizard
• Linked definitions
• Team management
• Roles & permissions