How to Automatically Assign User Roles in the Workspace

Article verified for Release 15.1 on December 22, 2025.

This article explains how to automatically assign workspace roles to users based on their system roles. By configuring membership rules within a workspace, administrators can ensure that users are added with the appropriate permissions without requiring manual assignment.

Automatically assigning System roles

Membership rules allow you to automatically add users to a workspace based on their system roles. A membership rule creates a direct link between a system role (for example, Proctor) and a workspace role.

For example, if you create a Workspace Proctor role and associate it with the system Proctor role through a membership rule, all users assigned the Proctor system role will automatically become members of the workspace and be granted the Workspace Proctor role. This applies to both existing users and new users assigned that system role in the future.

To automatically assign a system role with a workspace role, do the following:

Select the Workspaces, then the Manage workspaces tab.
Choose the desired workspace, then select the Edit button in the Actions option.
Navigate to the Membership rule tab.
Click on the Create new membership rule button.
In the pop-up dialog from the drop-down menu, select the System role.
In the pop-up dialog from the drop-down menu, select the Workspace role.
Select the Save button to apply the changes.
A system notification will appear after successfully applying for the membership role.
Added users can be seen in the Members tab:

If the Show only manually added workspace members filter is checked, only users added manually to the workspace are displayed.
If the filter is unchecked, all workspace members are shown, including users added automatically through membership rules.