Roles and Permissions (Project Template)

The Roles and Permissions page of the Project Template Editor allows you assign users to one of the Oracle WebCenter Collaboration roles A Collaboration mechanism that controls access levels and permissions for Collaboration objects. Users are assigned to a role, thereby determining what that user can do within a project.. You can also access the Edit Permissions dialog box to specify the default access levels for the following roles:

Project Member
Project Guest

For more information about roles, see About Roles.

Important: These role assignments and default access levels do not apply to the project template but to projects created from the project template. In any project created from a project template, users are assigned to the roles they are assigned to in the template. These users inherit the default access levels of the project template you set in the Edit Permissions dialog box. Project Leaders of a project created from a project template can modify roles and default access levels at any time after project creation.

Only users with the Project Leader role on a project template are able to modify or use the template. For more information, see About Project Template Security.

Click Finish after you are done configuring the following:

Click	To
Add Users	Add individual portal users to the role.
Add Groups	Add one or more portal groups to the role, thereby adding all users that belong to that group. After you add a group, you can click on the group name in the list of role members to view or edit the properties of the group, including the users who belong to the group.
Add Community Members	Add, as a group, Community Managers, Community Members, or Community Guests to the role. These are groupings generated by Oracle WebCenter Collaboration and are defined as follows: Community Managers: Portal users who have either the Admin or the Edit access privilege for the selected community. Community Members: Portal users who have the Select access privilege for the selected community. Community Guests: Portal users who have the Read access privilege for the selected community. After clicking Add Community Groups, select a community in the Select a Community dialog box. In the Select Community Groups dialog box, select from the Community Managers, Community Members, and Community Guests of that community.
Edit Permissions	Set default access levels for Project Members and Project Guests. For more information about the permissions that are granted to each role, see Edit Permissions.
Synchronize	Available after you add Community Managers, Community Members, or Community Guests to project roles. Also available in projects that are generated by the system after portal community users with the Admin privilege have added the Community Projects portlet to any page of a community. Manually update the role's user information to keep it current with the portal database. If any users have been added to or deleted from the groupings of Community Managers, Community Members, or Community Guests since the last synchronization, Oracle WebCenter Collaboration changes the role's user information to keep it current with the community's user information. By default, Oracle WebCenter Collaboration synchronizes its user information with the portal once a day.
Delete	Delete a user, group or community group.

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To display the page associated with this help topic:

Create a new project template

In the My Projects portlet, click Explorer.
In the table pane Upper right section of the application view. You can view the items you selected in the navigation pane in a table format. You can also view detailed information about the items in the table pane by selecting the check box next to the item. Detailed information appears on the details pane below. of the Project Explorer, click Template Project Folder.
In the action bar, click in the New button, and, from the drop-down menu, select Project Template.
In the Name field, type a name for the project template.
Under Settings on the left, click Roles and Permissions.

Edit an existing template from the My Projects portlet

In the My Projects portlet, click Explorer.
In the table pane Upper right section of the application view. You can view the items you selected in the navigation pane in a table format. You can also view detailed information about the items in the table pane by selecting the check box next to the item. Detailed information appears on the details pane below. of the Project Explorer, click Template Project Folder.
Select a project template.
In the action bar, click in the Edit button, and, from the drop-down menu, select Edit Properties.
Under Settings on the left, click Roles and Permissions.

Edit an existing template from the application view of the project template

In the Manage Project drop-down list, select Template Settings.
Under Settings on the left, click Roles and Permissions.