Duplicate a Permission Template
Objective
To duplicate a permission template in the company's Permissions tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Permissions tool.
- Additional Information:
- Duplicating a permission template does NOT copy the original template's 'Assignable Templates'. See Manage Assignable Templates.
Prerequisites
Steps
- Navigate to the company's Permissions tool.
- Click Actions and select 'Duplicate' next to the permission template you want to duplicate.
- In the 'Duplicate Project Permissions Template' window, complete the following:
- Enter name for the new permission template.
- Select the button next to 'Create Global Template' or 'Create Project Specific Template'.
- Click Confirm.
You are redirected to the 'Edit Template' page for the new permission template and a green banner displays to confirm the template was duplicated. See Edit a Permission Template.