Assign a Project Permissions Template to a User in the Company Directory

Project permissions templates let you assign consistent access levels to multiple users at once. It is suggested to build these templates around specific job roles and collaborators.

Once created, you can apply these templates to users through the Company or Project Directory. This article focuses on assigning templates within the Company Directory.

• Required User Permissions

• Only global permissions templates can be selected as default permissions templates.

• You can only bulk update permissions for users on active projects.

• Create a Project Permissions Template

• Change the User's Permission Templates for Current Projects

• Set the User's Default Permission Template for New Projects

Change the User's Permission Templates for Current Projects

1. Navigate to the Company level Directory tool.

2. Click Users.

3. Click View next to the user you want to update.

4. Click the Projects tab.

5. Click the vertical ellipsis and select Edit Permission Template on Assigned Projects.

6. Select the project permission template to be applied to all currently assigned projects.

7. Select which projects to assign:

   • Active Projects the user is currently assigned to.

   • Inactive Projects the user is currently assigned to.

   • All Projects the user is currently assigned to.

8. Click Save.

Set the User's Default Permission Template for New Projects

1. Navigate to the Company level Directory tool.

2. Click Users.

3. Click View next to the user you want to update.

4. Click the Projects tab.

5. Click the vertical ellipsis and select Edit Default Project Permission Template.

6. Select the desired permission template from the drop-down menu.

7. Click Save.