Customizing Cumulus : Permissions Templates : Creating and Editing Permissions Templates
   
Creating and Editing Permissions Templates
A new Permissions Template is created by duplicating an existing one and adapting its settings:
 
1. Select  Cumulus /  Edit > Preferences.
2. Click Permissions Templates.
3. Under Permissions Template, select the one you want to be the basis for the new one.
4. Click Duplicate. The Name and Settings dialog opens.
5. Enter a name for the new template and optionally
• Activate the Allow Sharing option, if you want this View Set to be available to other users.
• Activate Copy display names only, if you also want to take over the language-specific display names from the original (not recommended for new permissions templates).
• Activate Copy description only, if you also want to take over the descriptions specified for other languages from the original (not recommended for new permissions templates).
6. Click OK.
7. Define the new Permissions Template.
• Add the user(s) and/or role(s) to which you want to assign the record/category permissions by clicking the appropriate button (Add User or Add Role). (The Add User button is available only if you have the Browse for Users permission.) These buttons open a corresponding dialog.
To add users, you can search for available users. The possible search criteria depend on the authentication method (see above). Default search criteria is the login name. Enter the search value (a matching string) and click Find. The result of this search is listed below. Select the user(s) you want and click OK. The users are added.
When adding roles, Cumulus will list the available roles. Select the role(s) you want and click OK. The roles are added.
• Select the user/role you want to assign permissions to.
• Activate the permissions you want to be set with this template. Then define for each activated permission whether it should be added to or removed from the permissions already given. (See “Overview: Permissions Templates”, for an overview of the options available. For more information on the permissions available with Cumulus, see “Catalog Permissions Tab” .)
8. Click Apply to save your changes.
To change an existing Permissions Template:
 
1. Select  Cumulus /  Edit > Preferences.
2. Click Permissions Templates.
3. Under Permissions Template, select the one you want to edit.
4. Make the changes. (See “Overview: Permissions Templates”, for an overview of the options available. For more information on the permissions available with Cumulus, see “Catalog Permissions Tab” .)
5. Click Apply to save your changes.
TIP: Shortcut to Preferences
If you have the appropriate permissions, you can easily access the preferences of Permissions Templates by selecting the Customize entry in the list for selecting Permissions Template. This entry opens the preferences for the current Permissions Template.