Who this guide is for: System administrators – Requires 'System Admin' role and Users permission
Overview: This guide shows how to reassign a user to a different template so they inherit the correct group-level settings.
How Template Assignment Works: User Templates bundle shared configurations (entitlements, view filters, etc.) that cascade to assigned users; since each user can belong to only one template, changing their template instantly updates their inherited settings.
How to Set Up Template Assignment:
- Go to Admin tools > Users.
- Search for the user and click Edit on their record.
- Select the System tab.
- Choose the new template from the User Template dropdown.
- Click Save User at the top of the page.
Additional Information:
- User Template: A set of configurations applied to users as a group.
- Requires 'System Admin' role and Users permission.
- Tip: Use Bulk User Update to reassign multiple users at once.
- Warning: Template-level settings override Global and user-level defaults unless explicitly overridden.
- Use the search function within the platform to quickly find features or settings.