Delegate permission to create template

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Delegate permission to create template

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Hello,

i have set System Permission > Templates > Templates to Everyone.
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As user i can edit existing Templates. But i am not able to create new Templates.

Regards

All Comments (10)

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Hello,

I was able to reproduce this behaviour and once I set the Add permission on the Vault Settings permissions to Everyone, a standard user now have access to create Templates in File - Templates - Templates.

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But in fact, even if users cannot create templates in File - Templates - Templates, they can still create templates using the contextual option Add - Save as Template feature if they have Add permission in the folder where the entry they want to create the template from is located.

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Best regards,

Érica Poirier

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Hello,

i can't reproduce your solution with RDM 2020.3.14.0.
I have set Add-Permission to Everyone:
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But i still can't add Templates as user.:
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Regards

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Hello,

After doing further tests, the Templates add permission is also tied to the Add in root permission in Administration - System Permissions - Entries and in Administration - Vaults Settings.

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Let me know if that helps to solve your issue.

Best regards,

Érica Poirier

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Hello,

this are my settings:
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Users still can't add a Templates.
Is that intended to be that complicated to delegate "add" permission for Templates?

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Hello,

Thank you for the screen captures.

Is the User type property for these user accounts set to User or is set to Read only?

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To get the Add button enable in Templates, the account needs to be set as User or Restricted user with Add and Add in root Rights.

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Best regards,

Érica Poirier

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The Type for alle User is User. The user also can Edit all other Entries. He also can edit existing Templates.
Slowly but surely, this topic is becoming a waste of time.

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Hello,

I understand that this thread is quite hard to follow.

Can we do a remote session to understand what is going on with your configuration and why you cannot enable the Add button in the Templates? Please send an email to ticket@devolutions.net and we will send you the link to book the session.

Thank you for your patience.

Best regards,

Érica Poirier

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Hello,

@everyone, the issue was because the Use legacy security was enabled in System Settings - General - Data source Security.

Right now, the Template permission must be granted in combination with the Add in root permission to allow users to create templates. An improvement ticket has been sent to our engineering team about using only the Template permission in System Permission to grant template creation to users.

Best regards,

Érica Poirier

2020-12-14_12-03-12.png

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To me, it honestly sounds like someone hadn't thought about it.
As a user, I don't mind where the templates are saved in the data source. If I set an permission, it should just work.

Since i can program myself i understand the background.
However, if the program does not behave as the user expects when it comes to such simple things, then you can expect far greater problems in the future.

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Hello,

Thank you for your feedback.

I have asked to bump up the priority on the ticket to grant Templates access using only the option in System Permissions - Templates. We will keep you posted once an update will be available.

Thank you for your patience.

Best regards,

Érica Poirier