Permission Templates allow administrative users to assign default system rights quickly and easily. One or more of these templates may be created to tailor access privileges for specific roles and user types and then apply them to individual users as needed. This feature streamlines the process of setting up a new user or matching the Permissions of a user with an existing profile.
Administration Guide
Who Can Use this Feature?
Management and use of this feature is available to all users with an Administrator license, by default. Users with a Standard license who have been granted User Management site rights also have access to this feature.
Where Is It Set Up?
To access the page, click on the vertical sidebar menu. Then go to → .
Helpful Tips
Filtering Results
The Manage Permission Templates page offers Text Filters to refine the list of existing templates and make it easier to find a specific one. This is particularly helpful in a larger organization or when more than one page of results is returned.
To narrow down the results by one or more keywords, enter a search term in the Text Filter box above the results list. Click Enter.
Template Library Clean Up
Your organization's Template Library can be managed directly from the page by using the inline icons next to the name of each Template. Use of the Description field is optional, but can be helpful in providing more information about the intended purpose and use of a Template at the time it was created.
Maintaining a clean library of Templates boosts efficiency while also ensuring that your organization's most up-to-date governance policies are followed. Obsolete Templates should be disabled to prevent them from being used on the page.
Note
Generally speaking, it is better to disable rather than delete a Template that was ever in use. This will not only give you the option to reenable it in the future, but will facilitate a historical audit if necessary.
Managing Permission Templates
Click the
icon at the upper right corner of the page.Enter a name for the Permission Template. Template names must be unique and not already in use.
If desired, provide a description for the template.
Select all case data and system access rights that should be granted with the template.
Click Save to create the new template.
Click the
icon to edit an existing Permission Template by locating the appropriate row in the results table.Modify template names, descriptions, or selected rights.
Click Save.
Tip
If you’ve inadvertently made a change you no longer want to keep, click Revert to Last Saved Configuration to restore the template to the previous value.
To disable a template, click the
icon to move the toggle switch to the left 
position.To enable a template that is disabled, click the
icon to move the toggle switch to the right position.
Locate the appropriate row in the results table and click the
icon.Click OK to confirm deletion.
Note
Users granted rights through a template will not be affected when a Permission Template is deleted.