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.
The example used in these instructions compares two templates in the Purchasing module.
Select Security, then Manage Users, from the Administration menu. The Manage Users window opens.
Click on the Available Security Templates tab.
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.
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.
As you scroll through the list, you'll see that most permissions are listed twice because they're included in both templates.
But you'll notice in the illustration that the Close Purchase Order permission is included only in the Purchasing Manager template.
Click Close when you're finished viewing the permissions.
Return to Apply Permissions Using Security Templates
Return to Manage Users Overview
Version
4.1 © 2020 - Harris School Solutions - All rights reserved