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User Permission Templates

How to use the template feature to assign customised permissions to users quickly.

Brian Carolan avatar
Written by Brian Carolan
Updated over 11 months ago

You can use Permission Templates to save a common set of permissions. You can then quickly assign these set permissions to different users later on. This saves you time manually selecting the individual settings each time you add a new user.

There are already two default permission templates available to choose from, but you can add more.


Create a permission template

  1. Click People, then click to edit a user.

  2. Click Permissions Templates on the Permissions screen.

  3. Enter a name for that template and click Save.

This permission template is now available to apply to a user.



Apply a permission template

  1. Click People, then click to edit a user.

  2. Click Permissions Templates on the Permissions screen.

  3. Click Apply.

  4. Permissions automatically select and deselect and save immediately.

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