Creating a Template for User Permissions

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, permissions for  End User designation the system uses to create new user records.

If the Agent designation neede, Group membership should be used. Please reference the Granting permissions to Agents article for more information.

Issuetrak comes with an EndUser Template that can be modified to grant everything your basic users need when created from AD. Conversely, the recommended best practice is to bring in all AD users with the same basic template, then use Issuetrak Groups to grant additional permissions.

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

Steps:

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

A confirmation message will appear when this process is complete.

If you didn’t want to use the built-in template, you can create a new template simply by going to Administration > Users > Add and make sure your Record Type is set to Template. You will also want to make sure to give the template a user ID, otherwise, Issuetrak will automatically assign a number as the user ID.