Permission Templates

Permission templates are an important concept when managing permissions in Yesplan (see Permissions). You can manage permission templates in “System Settings” > “Users” > “Permission Templates”.

This screen displays a list of different templates. In the first column, you see the name of the template, and the second column contains the possible actions for the templates.

Add new permission templates by entering a name for the template in the bottom row and then clicking the “Add” button. You can edit the name of an existing permission template by double-clicking it.

Next to the name of the template, we see the following options in the second column:

  • Show Permissions: This opens a separate screen where you can manage the permissions for this template (see Managing Permissions).
  • Remove: For deleting the permission template. This is only active if no users were awarded this permission template.
  • Duplicate: This creates a copy of the template.