Create a Project Specific Permissions Template from the Project Directory
Objective
To create a project specific permissions template in the Project level Directory.
Things to Consider
Granular permissions can only be configured on permissions templates in the company's Permissions tool. See Grant Granular Permissions in a Project Permissions Template.
After they are created, project specific permissions templates can only be edited by users with 'Admin' level permissions on the company's Permissions tool. See Edit a Project Permissions Template.
To create global permissions templates in the company's Permissions tool, see Create a Project Permissions Template.
Steps
Navigate to the Project level Directory tool.
Click Edit next to the user who you want to create a new permissions template for.
Scroll to 'Project Permissions Templates'.
From the 'Project Permissions Templates' drop-down menu, select Do Not Apply A Permission Template
Select the permission levels you want to assign to the permissions template for each tool in the permissions table.
From the 'Project Permissions Templates' drop-down menu, select New Project Specific Permissions Template.
Enter a name, then click OK.
ImportantThe new permissions template is NOT automatically assigned to the user whose profile you are editing. To assign the new permissions template to this user, refresh the page and select the new template from the 'Project Specific Templates' section in the 'Project Permissions Templates' drop-down menu OR see Assign a Project Permissions Template to a User in the Project Directory.
The new permissions template is NOT automatically assigned to the user whose profile you are editing. To assign the new permissions template to this user, refresh the page and select the new template from the 'Project Specific Templates' section in the 'Project Permissions Templates' drop-down menu OR see Assign a Project Permissions Template to a User in the Project Directory.