Permissions Tool

Efficiently manage user access to Company level and Project level tools using permission templates.

Create and manage permission templates for Company level and Project level tools.
Assign users' default permission templates or reassign users to another permission template.
Grant granular permissions on permission templates to allow users to perform specific actions or to view specific information on supported tools.

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The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Assign Company Permissions Templates in the Permissions Tool				¹
Assign Default Project Permissions Templates in the Permissions Tool				^{2, 3}
Create a Company Permissions Template
Create a Project Permissions Template				⁴
Delete a Company Permissions Template
Delete a Project Permissions Template
Duplicate a Project Permissions Template
Edit a Company Permissions Template
Edit a Project Permissions Template
Export Company Permissions Templates
Export Project Permissions Template Assignments
Export Project Permissions Templates
Grant Granular Permissions in a Company Permissions Template
Grant Granular Permissions in a Project Permissions Template
Manage Company Permissions Templates
Manage Project Permissions Templates
Rename a Company Permissions Template
Rename a Project Permissions Template
Search for and Filter Users in the Permissions Tool

¹ Users with the appropriate permissions can assign company permissions templates to users in the Company level Directory tool when creating or editing a user account. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.

² Users with the appropriate permissions on the Company level Directory tool can assign a default project permissions template to a user when creating or editing the user's Directory record. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.

³ Users with the appropriate permissions on the Company level Directory or Project level Directory tools can change a user's project permissions template on a specific project when adding the user to a project or editing the user's Directory records. See Add a User Account to the Project Directory, Edit a User Account in the Company Directory, and Edit a User Account in the Project Directory.

⁴ Users with the appropriate permissions can create project specific permission templates in the Project level Directory tool. See Create a Project Specific Permissions Template from the Project Directory.

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