Templates for assigning access rights can be defined in the Firm settings under the "Templates" navigation section. Click the Manage button in the "Rights Templates" section to open the "Manage Rights Assignment" window.
Roles and Access Rights
To manage the templates for rights assignment, the logged-in user must be assigned either the System Administrator role or the Specialist Administrator role.
To assign access rights to objects using templates, the logged-in user must have Full Access rights to the selected object.
The "Manage Rights Templates" Window
In this window, you can create or edit templates for access rights.
"Available Rights Templates" Section
The templates displayed in the Available Rights Templates dropdown can be applied to files, folders, documents, processes, search profiles, and quick searches. You can learn how to apply the created templates in the next chapter.
Button (Add New Element)
Click this button to create a new template for rights assignment.
Filter
Enter the desired search term in this input field. All templates that start with the search term will be displayed. Wildcards (e.g., * or %) cannot be used here.
Button (Delete Element)
Select the template you want to delete and click this button.
The "Access Rights" Tab
On this tab, you can create or edit templates for access rights.
Template Name
Enter the desired name for the template in this input field.
Users/Groups
This dropdown is activated when a template is selected in the Available Rights Templates list. Select the groups and users to whom you want to assign access rights.
Note
Whenever possible, use groups instead of individual users for assigning access rights.
The entry "{Current User}" is included in the Users/Groups dropdown. If an access right is assigned to this entry, the user logged in during the rights assignment to the object will receive the access right assigned in the template.
Rights
If a selection is marked in the Users/Groups dropdown, the corresponding access right is assigned by activating one of the options "Read Access", "Write Access", or "Full Access". Click the Button > (Add Selected) to complete the process.
If a selection is marked in the Authorized dropdown, the corresponding access right is changed by activating one of the options "Read Access", "Write Access", or "Full Access".
Button > (Add Selected)
Select the desired option in the Users/Groups dropdown, activate the access right intended for the selection, and click this button to assign the desired access rights to the selection.
Button < (Remove Selected)
Select the desired option in the Authorized dropdown and click this button to remove all access rights from the selection.
Authorized
This dropdown is activated when a template is selected in the Available Rights Templates list. Select the groups and users to whom you want to assign different access rights or remove access rights.
Undo Button
Click this button to discard your changes. Changes already saved using the Apply Data button will not be discarded.
The "Assignments" Tab
On this tab, you can assign the existing templates for access rights to file or folder types.
Buttons at the Bottom of the Window
Apply Data Button
Click this button to apply the changes without closing the "Manage Rights Templates" window.
Save Button
Click this button to apply the changes and close the "Manage Rights Templates" window.
Cancel Button
Click this button to close the "Manage Rights Templates" window. Unsaved changes will be discarded if you click the Discard Button in the security prompt. Unsaved changes will be saved if you click the Save Button in the security prompt.
Click the Cancel Button in the security prompt to continue editing the template.
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