Permission templates are sets of permissions that can be applied to users or groups of users as a whole. This is often an easier alternative to setting individual access permissions, especially when setting up groups and working with large project or shell teams. You can apply the template to a user or group to set basic permissions, then modify the permissions for individuals or groups if needed.
Note that any project or shell level permission granted at the company level and then applied to a specific user or group of users is inherited at project or shell creation time. The user permissions can then be modified at the project or shell level if further modifications are necessary.
To create a new permission template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Standards & Libraries > Permission Templates in the left Navigator. The Permission Templates log opens.
- Click the New button. The Edit Permission Template window opens.
- Add a name and description of the template in the General tab.
- Click the Permissions tab. This window is the same as the Permissions tab for an individual user or group record.
- Configure the permissions settings and click OK.
To edit a permission template
- Select the template from the Permission Template log and click the Open button. The Edit Permission Template window opens.
- You can edit the name or description in the General tab.
- Click the Permissions tab and adjust permission settings as needed.
- Click OK.
To create a new permission template from existing permission settings
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Administration>Groups in the left Navigator.
- Select a group and click Open.
- Click the Permissions tab.
- Click the Save as Template button. Enter a template name and click OK.