Create a Project Permission Template from the Project Directory

Objective

To create a project permission template from the Project Directory. 

Things to Consider

• Required User Permission:
  • 'Admin' level permissions on the Project level Directory.
• Additional Information:
  • Granular permissions can only be enabled on permission templates created in the company's Permissions tool. See Grant Granular Permissions in a Permission Template.
  • After they are created, project specific permission templates can only be edited by users with 'Admin' level permissions on the company's Permissions tool. See Edit a Permission Template.
  • To create global permission templates in the company's Permissions tool, see Create a Permission Template.

Demo

Steps

1. Navigate to the Project level Directory tool.
2. Click Edit next to the user who you want to create a new permission template for.
3. Scroll to 'Project Permission Templates'. 
4. Select Do Not Apply A Permission Template from the 'Project Permission Templates' drop-down menu.
5. Select the buttons for the permission levels you want to assign for the permission template for each tool in the permissions table.
   Note: Granular permissions can only be enabled on permission templates created in the company's Permissions tool. See Grant Granular Permissions in a Permission Template.
6. Under the 'Create New Template From These Permissions' section in the 'Project Permission Templates' drop-down menu, select New Project Specific Permission Template.
7. Enter a name for the permission template in the window that appears and click OK.

See Also

• Edit a Permission Template
• Manage Permission Templates