buttonUse this window to edit an access template. An access template is a collection of security settings that you can assign to users quickly, instead of having to assign access rights every time a user is added. An access template acts as a holder for security settings. You can assign users a different access template for each project, but only one access template can be assigned per project.
For example, if you want a group of users to have the same permissions to a particular database and module, create an access template with the desired permissions, then assign the template to the users. This will assign the permissions to all the users at once, instead of having to configure each user independently.
Project rights override the rights of an access template. For example, when you assign an access template to a user, the user inherits the permissions contained in that template. However, any permissions assigned to the user at the project level via the User Project Access dialog box will override the settings in an access template.
The name of the template.
Use this section to set access rights on each module for this access template. Select the module for which you want to set access rights. Mark the appropriate checkboxes for the access rights you want to set for each module for this user. This controls access to all modules that are available from the project tree.
Mark this checkbox to enable the users assigned to this access template to view documents from the module.
Mark this checkbox to enable the users assigned to this access template to add documents to the module.
Mark this checkbox to enable the users assigned to this access template to edit information for the module.
Mark this checkbox to enable the users to export from the module. If the user does not have export rights, Contract Management removes all e_ reports from the report list when a user selects a .PBL file.
Mark this checkbox to enable the users to delete documents in this module.
Use this section to set access rights for the Change Management module for this access template. Mark the appropriate access checkboxes.
Mark this checkbox to enable the users assigned to this access template to view documents from the module.
Mark this checkbox to enable the users assigned to this access template to add documents to the module.
Mark this checkbox to enable the users assigned to this access template to edit information for the module.
Mark this checkbox to enable the users to export from the module. If the user does not have export rights, Contract Management removes all e_ reports from the report list when a user selects a .PBL file.
Mark this checkbox to enable the users to delete documents in this module.
Click to open the Module Access dialog box, where you can set permissions for all modules for this access template at one time.
Mark this checkbox to authorize users to reject or close change management documents; these users also require Edit access to the Change Management module.
Mark this checkbox to authorize users to add up commitments items from the Change Management Commitments section and generate a document in the Change Management Budget section.
Mark this checkbox to authorize users to create letter templates for the project.
Mark to authorize the user to apply markup to documents. It also enables the Markup feature for the Project Settings dialog box, contracts, Purchase Orders, and Change Orders. If this checkbox is cleared, the Markup option will not appear in the Select an Action drop-down list for those modules.
Mark this checkbox to enable the user to get submittal schedule information from a P6 EPPM project.
Use this section to select the documents the users assigned to the access template can approve and, for some, define the limit beyond which they may not approve. The users also require Edit access to the modules.
Mark this checkbox to authorize users to approve contract documents that have accepted dates. In the Limit: field to the right, enter the limit beyond which the user may not approve.
Mark this checkbox to authorize users to approve Change Orders. In the Limit: field to the right, enter the limit beyond which the user may not approve.
Mark this checkbox to authorize users to approve invoices. In the Limit: field to the right, enter the limit beyond which the user may not approve.
Mark this checkbox to authorize users to approve and certify requisitions. In the Limit: field to the right, enter the limit beyond which the user may not approve.
Mark this checkbox to authorize users to approve daily reports.
Mark this checkbox to authorize users to approve meeting minute documents.
Mark this checkbox to authorize users to approve requests.
Mark this checkbox to authorize users to approve procurement documents.
Use this section to assign users to the access template.
Click to open the Select User dialog box, in which you can add users to the access template.
Click to add all Contract Management users to the template automatically.
Click to remove users from this template whose accounts have been disabled (by marking the Disable this User Account checkbox in the User Account window.
Update Users
Click to update users with changes. All users with this access template will be updated.
A list of users assigned to the access template.
buttonClick to save your changes and close this window.
buttonClick to save your changes and edit the next access template.
Click a 
icon in the Access
Templates window in the Contract Management Administration
Application.
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