This guide is for System Administrators (Requires 'System Admin' role and 'User Templates' permission).
Overview:
This guide explains how to assign roles at the template level, allowing multiple users to inherit the same role configuration.
How Template Role Assignment Works:
Roles applied to templates are inherited by all users assigned to that template. This provides efficient bulk role management while maintaining the option for individual user-level assignments.
How to Set Up Template Role Assignment:
- Navigate to Admin tools > Admin panel > Templates
- Click the Edit button next to your chosen template
- Select the Roles tab
- To remove a role: Click the × next to any blue-highlighted role
- To add roles:
- Click the Roles input box
- Select desired role(s) (multiple selections allowed)
- Click Save at the top right of the page
Additional Information:
- Key terminology:
- Applied roles: Currently active roles (shown in blue)
- Role inheritance: Users automatically receive template-assigned roles
- Prerequisites: Requires 'System Admin' role and 'User Templates' permission
- Tip: Use the search function to quickly locate specific templates
- Best practice: Name templates clearly to reflect their role assignments
- Critical reminder: Users must have 'Inherit roles from template' enabled at user level to receive template roles
- Warning: Template changes affect all assigned users immediately upon saving