User Templates

Information

Everything a user can do within the system is determined by permissions and their End-User/Agent designation. User Templates are a predefined set of menu options and End User permissions that the system uses to create new user records.

The User Template will be used to assign these predefined menu options and End User permissions for users created by the below processes:

  • Submit Issue screen
  • Login screen using the Self-Registration feature
  • Authentication and imports from AD using the AD Module
  • Incoming email sent to the system using IEM

You may also set up different templates based on each of these processes.

When users are created from these processes, their initial permissions cannot be changed before their records are saved. If a default template is not set up, no permissions will be applied. If a default template is set up, only the permissions on the template will be applied. In both cases, users must be edited or added to a group to change their initial permissions. In addition, no changes to a default template will be applied to records already created from them.

If Agent permissions are needed, Group membership should be used after editing the user and changing the User Type from End User to Agent. Please reference the Granting permissions to Agents article for more information.

To modify the existing EndUser Template or add a new template, a user must have the “Sys Admin” parameter or “Can access and maintain Administration functions” permission.


 

Editing a User Template

Issuetrak comes with an EndUser Template that can be modified to grant everything your basic users need when created from AD. The template can be modified using the steps below.

Steps:

  1. Navigate to Administration > Users > Search.
  2. Change the Record Type from User to Template.
  3. Click Search.
  4. Click Edit for the EndUser template.
  5. Adjust the menu options, permissions, and group memberships as necessary.
  6. Click Update.

A confirmation message will appear when this process is complete.


 

Adding a User Template

If you don’t want to use the built-in template, you can create a new template using the below steps.

Steps:

  1. Navigate to Administration > Users > Add.
  2. Change the Record Type to Template.
  3. Enter a name for the template in the User ID field.
    • If you do not enter a name in the User ID field, Issuetrak will automatically assign a number as the user ID.
  4. Adjust the menu options, permissions, and group memberships as necessary.
  5. Click Save.

A confirmation message will appear when this process is complete.


 

Active Directory Module considerations

  • As a best practice, we recommend mapping all Active Directory users to the same basic User Template, then assigning User Groups within your site to manage additional permissions.
  • The User Template will be re-applied whenever a user logs in or they are re-imported via AD Imports. So, any menu options or permissions that are not granted by either a User Group or the User Template will be lost.