admin:managing_users

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admin:managing_users [2026/05/27 15:16] – [Using your own permission templates] Gary Willettsadmin:managing_users [2026/05/27 16:09] (current) – [Using your own permission templates] Gary Willetts
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   - Create a user group which has the permissions you require as a template set on the //Permissions//, //Permissions (2)//, //Permissions (3)// and //Open mSupply permissions// tabs (see the [[admin:managing_users#user_groups|User groups]] section above for instructions on how to do this)   - Create a user group which has the permissions you require as a template set on the //Permissions//, //Permissions (2)//, //Permissions (3)// and //Open mSupply permissions// tabs (see the [[admin:managing_users#user_groups|User groups]] section above for instructions on how to do this)
-  - View the list of user groups (see the  section above for instructions on how to do this)+  - View the list of user groups (see the [[admin:managing_users#adding_and_editing_users_and_groups|Adding and editing users and groups]] section above for instructions on how to do this)
   - Run a Permission report for that group (see the [[admin:managing_users#reports|Reports]] section above for instructions on how to do this)   - Run a Permission report for that group (see the [[admin:managing_users#reports|Reports]] section above for instructions on how to do this)
-  - Save the report as a ''.csv'' file from your spreadsheet application +  - Save the report as a ''.csv'' file from your spreadsheet application 
 +  - Now create or edit the user to which you want to apply these permissions to (double-click it in the list of users) 
 +  - Click on the //Permissions//, //Permissions (2)//, //Permissions (3)// or //Open mSupply permissions// tab and select the store you want to set tyhte permissions for in the **Store** drop-down list in the top right corner of the window. 
 +  - Hold down the //Shift// key on the keyboard and click on the **User permissions template** button at the bottom of the screen 
 +  - A file selection window will appear. Navigate to the csv file you saved in step 4 above, select it and click on the **Open** button 
 +  - The user template selection window will open with only one entry in the table. The entry has the name of the group you ran the permissions report for in step 3. Select that entry and click on the **OK** button 
 +  - The user permissions for all the tabs are loaded from the file and you see them set in the user's details window 
 +  - You can further edit these permissions if you wish or copy them to other stores (using the **Copy** button at the bottom of the window). When you are finished, click on the **OK** button on the user details window to save the permissions 
 =====  User license categories ===== =====  User license categories =====
  
  • Last modified: 2026/05/27 16:09
  • by Gary Willetts