Upland Qvidian users, roles and teams are added and managed from the Administration menu.
Users may be assigned Application, Document, Template, and Integration Permissions to access and work with the functional areas in Upland Qvidian. These permissions may be assigned to roles or to individual users. If you are going to assign permissions only at the role level and all users will be assigned to one or more roles, then you do not need to assign permissions at the individual user level.
A Roles is typically defined as a grouping of users who are granted identical Upland Qvidian permissions. For example, an organization has three Content Administrators who require the same permissions to perform their tasks. Rather than selecting the permissions for each Content Administrator, a Content Admin role is created, permissions are selected for this role, and all three users are added to the role. You can assign users to existing roles, or create roles and add users at that time.
A Project Teams is a grouping of users who are assigned to one or more projects. When a project is created, a project team can be assigned as owners of the project.