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Permission settings for Templates

  • February 24, 2025
  • 1 reply
  • 36 views
M
Bronze Active Participant
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Hi, 

How / Where can I manage the permissions related to templates? 

I have one superuser who tried to update a template via the “Save as template” and override existing functionality, but she is stopped via a validation rule. I am unsure if this is a default validation rule activating based on her permissions or a custom one set up by the previous product owner. The validation rule seems to stop her from deleting the previously made Template.

Does anyone know if the templates have a separate permission configuration and where I can find it or if I should keep looking for a custom validation rule? E.g. does she need to be set as owner on the project she is trying to save as a template?

Kind regards, Mathias

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1 reply

Sai Sravan
Planview Falcons
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  • Sai Sravan
  • Planview Falcons
  • March 7, 2025

Hello ​@Mathias 

To better understand how to navigate template permissions, access levels, and resolve the mentioned issue, I recommend reviewing the following Knowledge Base articles in our Customer Success Center:

These articles should provide clarity on managing permission related to templates and whether additional configurations—such as project ownership—are required for saving or updating templates. Let us know if you need further assistance!

Sai
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