Defining permissions using templates
As an administrator, you can use template names for assigning permission groups to a group of people.
Specify a Template Name on the CTM_LoadPeopleTemplate tab in People.xlsx and complete the rest of the required fields.
The information in the CTM_LoadPeopleTemplate tab is not used; the information in the CTM_LoadPeople tab is used to load the person data.
The template information is joined to the people information by the template name, as shown in the following figure.
After a template has been defined in the CTM_LoadPeopleTemplate tab and the People records have been defined on the CTM_LoadPeople tab, you can create a permission record using the CTM_LoadPeopleTemplatePG tab.
- Enter the template name specified in the CTM_LoadPeopleTemplate tab in the Template Name column of the CTM_LoadPeopleTemplatePG tab. You must enter one permission per spreadsheet row (many permissions to one template are allowed).
The following figure shows an example of permission groups being assigned to a group of people, with the records being linked to each other by the Template Name.
Permission Groups assigned to many people using a template
- Verify that the permissions that you are assigning are not already defined in the CTM_LoadPeoplePermissionGroups tab, which are used to define permissions on an individual basis.
- Repeat steps 1 through 3 to specify support groups using the CTM_LoadPeopleTemplateSG tab and functional roles using the CTM_LoadPeopleTemplateSFR tab.