Add an Access Template

Contents

An access template is a collection of security settings that you can assign to users quickly, instead of having to assign access rights every time a user is added. An access template acts as a holder for security settings. Users can have a different access template assigned for each project, but only one access template can be assigned per project.

To add an access template:

1. Log on to the Contract Management Administration Application.
2. Click Access Templates to open the Access Templates – Main Window window.
3. Click Create New Template to open the Create New Access Template Dialog Box.
4. Enter a name for the template.
5. Click one of the following:
   • Create a new Access Template (see Create a New Access Template)
   • Copy from an existing Access Template (see Copy from an Existing Template)

     Note: If you select this option, select a template to copy from the Select Template to copy drop-down list.

6. Click OK.