Permissions templates enable you to assign, remove or explicitly set individual asset or category permissions for users or entire groups at once.
Optional feature! May not be available with your Cumulus configuration.
A Permissions Template includes permissions for records and categories. Depending on the context in which a template is used, either the record or category permissions will be used. With selected records, the defined record permissions will be used; with categories, the defined category permissions will be used.
IMPORTANT! Permissions Templates refer to individual record or category permissions only. Remember that these are always added to the permissions a user has in general for all records and categories of the catalog. A user’s permissions cannot be reduced by individual record or category permissions. If a user is given an Application permission for the records or categories of a catalog, he/she will have this permission – no matter whether this permission is set to be removed in a Permissions Template used. Only an individual record or category permission can be removed by a Permissions Template.
Permissions Templates can be used in the Properties dialog window for records or categories. With records, they can also be used when cataloging assets or updating records. For cataloging, a Permissions Template is used when the cataloging user has access to at least one Permissions Template. Users who have access to more than one Permissions Template are prompted to select one for the cataloging process.
Permissions Templates can also be used for auto-cataloging. This requires that the catalog contains the Category field AutoSync Permissions Template.
Permissions Templates are created and edited in the Preference dialog window ( Cumulus / Edit > Preferences > Permissions Templates.)
PRECONDITIONS: To view and modify Permissions Templates, you must have the appropriate permissions (ServerPermissions > Permissions Templates Permissions.)