Assigning permissions and permission groups using templates
People templates make it easier to load People records for individuals who fulfill the same role within a given support group. See the steps in Defining permissions using templates for information about completing the People.xlsx spreadsheet.
When loading people information, the CTM_LoadPeopleTemplate tab is used to specify the template information, such as name. The other fields, such as Company Name, are loaded from the CTM_Load People tab. These other fields, however, are stored in the People Template after promotion and are used when you create individual people records through the Application Administration console. The following figure shows how the Template Name field relates the CTM_LoadPeopleTemplate tab to the CTM_LoadPeople tab.
Template Name field relationship