Select a permissions template for a user

Select a permissions template that closely resembles the permissions that you want to assign users to set them up quickly. A permissions template is a base of selected permissions that you can assign to users.

When you select a permissions template for a user, specific permissions are automatically applied for whichever template you choose. After a permissions template is selected, you have the option of editing the permissions to manage a user's access to applications.

Also, you can review the User-based permissions templates topics to see which specific permissions are related to these templates.

  1. Go to Company > Admin > Users, roles, and groups > Users.

  2. Find the user and select Subscriptions.

  3. On the User Application Subscriptions page, choose the Select a Permissions Template dropdown and select a template.

    After you select a template, you can edit a user's permissions by assigning permissions to users.

  4. Select Save.

  1. Go to Company > Admin > Users, roles, and groups > Users.

  2. Find the user that you want to select a permissions template for.

  3. Select Edit at the end of the row.

  4. Select Subscriptions.

  5. On the User Application Subscriptions page, choose the Select a Permissions Template dropdown and select a template.

    After you select a template, you can edit a user's permissions by assigning permissions to users.

  6. Select Save.