Configuring assessment template permissions per role

 

⚠ Note: This task is available to users with admin privileges only.

1

From the left side of the page, hover the mouse over the Assessment Manager icon, and then navigate to Admin (1) > Permissions (2).

2

Click the Edit icon (3) to the right of the role whose template permissions you want to configure.

3

In the Edit Permissions modal, click Custom Assessment Templates (4) and configure the permissions for the selected role.

Select	To
Create	Allow the user to view and create custom assessment templates.
Delete Any	Allow the user to view and delete any custom assessment templates.
Delete Own	Allow the user to view and delete custom assessment templates, but only those the user owns.
Link/Unlink	Allow the user to view and link or unlink custom assessment templates to an assessment.
Update Any	Allow the user to update any custom assessment templates, including those owned by other users.
Update Own	Allow the user to update custom assessment templates, but only those the user owns.
View	Allow the user to view custom assessment templates.

📋 Notes

›If this is your first time configuring permissions for a role, the pre-selected options are the factory default values.

›View is required for all other permissions. If View is disabled, all other permissions are automatically disabled.

›Delete Any and Delete Own cannot be selected at the same time.

›Update Any and Update Own cannot be selected at the same time.

4

Click Save. To restore factory default values at any time, click Reset to Default (5).

📋 See also

From the same Edit Permissions modal you can also configure permissions for labels and email templates:

›Configuring Labels Permissions per Role

›Configuring Email Template Permissions per Role

TrustArc  ·  Configuring Template Permissions per Role  ·  support.trustarc.com