Assigning Viewers

The Viewers tab enables you to assign viewer rights to users who may view tasks in the schedule and schedule tasks that are generated from the template. You can assign multiple users to a template as viewers. Viewers can be a group assignment. A Power User viewer can view the template details and template tasks as read-only. A Close User viewer has no template access, and only read-only access to schedules produced from the template.

To assign viewer rights:

1. From the New or Edit Template dialog, select the Viewers tab.
2. Click Add.
3. To search by users or groups, click Search Users, then select Users, Groups, or Teams.
4. Enter a full or partial user name, then click Search. The user id is displayed next to user name to help identify the correct user.
5. Optionally, to help identify a user, click Advanced, then enter a User ID, Email address, or Description.
6. From the Search Results list, select IDs, then move them to the Selected box.
7. For additional details about the user, such as groups and roles, click Details.
8. Click Add or Add All to move users to the Selected list.

   Tip:

   To remove users, select them and click Remove or Remove All.

9. Enter the necessary information in the template tabs:

   • Setting Template Properties

   • Specifying Template Instructions

   • Assigning Viewers

   • Applying Template Attributes

   • Specifying Day Labels

   • Embedding Templates

   • Working With Template Rules

   • Viewing Template History