Permissions Templates are used to set record and category permissions for selected records or categories. They 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.
To set up Permissions Templates, select Cumulus / Edit > Preferences and click Permissions Templates.
Header (1 -7)
1 Displays the selected Permissions Template.
2 Opens a list of available Permissions Templates. Shared Permissions Templates are displayed in italics.
3 Opens the Properties dialog for the selected template – providing two tabs. On the Description tab you may enter or modify language-specific display names and descriptions. The Sharing tab allows you to define whether you want to share the template with others. Additionally you may restrict the usage to specific users or roles.
4 Opens a dialog used to create a new Permissions Template by copying the selected one.
5 Opens a dialog used to rename the selected Permissions Template.
NOTE: When renaming a shared templates, remember to update user permissions for this template, as needed.
6 Deletes the selected Permissions Template.
7 Sets the selected Permissions Template as default.
Permissions (8 - 16)
8 Indicates type: User or Role
9 Lists the names of users or roles the template will affect.
10 Opens a dialog used to select users. (Available only if you have the Browse for Users permission.)
11 Opens a dialog used to select roles.
12 Removes the selected user/role from the list.
• Record & Category Permissions, Asset Permissions
13 Activates the permission to be set. If a permission is not activated in a template it will not be set when the template is used. Then the existing permission remains untouched.
14 If activated, the permission will be added to the existing permission when the template is used.
15 If activated, the permission will be removed when the template is used.
NOTE: The permission will be removed only if it was set as individual record or category permission.
Cumulus / 
Edit > Preferences and click Permissions Templates. 