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Create or Edit a Permission Template

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 teams. You can apply the template to a user or group to set basic permissions, and then modify the permissions for individuals or groups if needed.

Any shell-level permission granted at the company level and then applied to a specific user or group of users is inherited at shell creation time. The user permissions can then be modified at the shell level if further modifications are necessary.

By design, when you create a Permission-based UDR report at the template level:

• The data sources from company level BPs and the company level Document Manager will not be available in the Data Type pulldown (drop-down) field.
• The data sources from shell level BPs and the shell level Document Manage will be available in the Data Type pulldown (drop-down) field.

To create a permission template:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, select Standards & Libraries, and then select Permission Templates.
3. In the Permission Templates log, click New.
4. In the Edit Permission Template window, add a name and description of the template in the General tab.
5. Click the Permissions tab. This window is the same as the Permissions tab for an individual user or group record.
6. Configure the permissions settings and click OK.

To edit a permission template:

1. Select the template from the Permission Template log and click Open. The Edit Permission Template window opens.
2. To update the name or description, use the General tab.
3. Click the Permissions tab and adjust permission settings as needed.
4. Click OK.

To create a permission template from existing permission settings:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, select User Administration, and then select Groups.
3. Select a group and click Open.
4. Click the Permissions tab.
5. Click Save as Template.
6. Enter a template name and click OK.

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Last Published Tuesday, May 6, 2025