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Export Permission Templates to PDF

Objective

To export your company's Company and Project level permission templates and settings to a Portable Document Format (PDF) file. 

Background

Export your Company and Project level permission templates to the PDF file format. You can export all of the role-based settings that have defined on a template-by-template basis. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission or higher on the company's Directory tool.
  • Supported Export File Formats:
    • Portable Document File (PDF)

Steps

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory page. 
  2. Click Configure Settings
    This reveals your company's Permissions Templates in the Company Directory Settings page. 
  3. Select the desired Company or Project from the Permission Templates For drop-down list.
    This refreshes the page to display only that company's or project's permission templates. 
  4. Click Export > PDF.



    The system generates a PDF version of all the role-based templates that have been created for the company or project specified in the Permission Templates For drop-down list. In the PDF, each template's settings appear on a separate page. The following shows you an example.


     
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Last modified
09:48, 7 Sep 2017

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