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How to Create User Role Templates
How to Create User Role Templates
Updated over a year ago

User Role templates are a fast and easy way to spin up user permissions for new projects and productions.

In this article:

Step 1: Create a User Role That Will Be Your Template

For instructions on creating user roles see these articles:

Any user role can be made into a template, but when setting up your CORE system, we recommend defining a base set of user roles that you can use as templates.

  1. These roles should be named Template_Role Description.

  2. The Role Info page should be complete.

User_Roles_Template_roles.png

3. If applicable, View and Edit Access Rules should be created, generically named, and the tags selected. Conditions and values will be empty until applied to an actual production or business group.

4. A User Access Rule should be created with its conditions left empty to be added on creation.

Step 2: Save That User Role to Your User Role Templates Folder

Select the role or roles you want to save to your own user role templates.

User_Roles_Save_template_roles_to_your_templates.png

  1. Open the role

  2. Select the save icon

  3. Add or rename the template to your individual templates folder

  4. Save the template

It'll now be listed in your personal templates folder.

User_Roles_Loading_a_template_to_a_new_role.png

Step 3: Load a Template as a New Role and Update For Your New Role

When ready to create a new role from template:

  1. Select the +New User Role button

  2. Go to your user roles template folder

  3. Select the template you want to use

    User_Roles_Loading_a_template_to_a_new_role_zoom.png

  4. The template will populate the settings and rules into the new role

  5. Give the new role a name, such as:

    1. Production Name_Dept_Inbox Uploader

    2. Project Name_Inbox Uploader

    3. Dept_Asset Manager (If your CORE is for one project or company)

  6. Save it

Updating Role Info

Saving it is just a measure to not lose your new role. Now go back through Role Info.

  1. Validate the settings are correct for your new role

  2. If the role is a Role Manager, update the Role Restrictions

  3. Change or add new Productions to the role

  4. Save

Updating View and Edit Access Rules

  1. Go into the View Access tab

  2. Update the conditionals and values on each rule

  3. Save

  4. Go into the Edit Access tab

  5. Update the conditionals and values on each rule

  6. Save

Updating User Access Rules

  1. Go into the User Access tab

  2. Add conditionals to your view user rules

  3. Save

Your new role is complete.

Related Articles
User Roles: An Overview of User Role Features
How to Add File Notifications to a User Role
User Roles: Setting Up Your CORE For Your Users and Best Practices
User Roles: How to Create User Roles
How to Create a Coordinator Role
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