View Permissions in Templates

While in the Manage Users > User Details window on the Available Security Templates tab, you can review the permissions for one or more templates that you might want to assign to a user. For example, you might want to compare two or more similar templates to see which one you want to assign.

View permissions

The example used in these instructions compares two templates in the Purchasing module.

  1. Select Security, then Manage Users, from the Administration menu. The Manage Users window opens.

  2. Click on the Available Security Templates tab.

  3. You may want to sort, search, or filter the templates to make is easier to find the template(s) you want to apply or compare. The illustration shows the list filtered on the word purchasing.
    You notice that the templates for Purchasing Manager and Purchasing Operator have a similar number of permissions.

  4. To compare them, check the boxes for the templates, and click View Permissions for Template(s). The window opens listing the permissions in alphabetical order by Permission Description with the template name in the far right column.

  5. Click Close when you're finished viewing the permissions.

 

Return to Apply Permissions Using Security Templates

Return to Manage Users Overview