The Add a batch template screen includes a series of tabs designed to walk you through the process of creating a batch template.
| 1. | From the Add a batch template screen, click Set permissions. The Set permissions tab appears. For more information about how to access the Add a batch template screen, see Add a Batch Template. |
Tip: Use Previous and Next to move between the tabs, or click the links at the top of the screen. A blue circle indicates the tab you are currently using. When required information is missing, a yellow warning appears.
| 2. | Under Set permissions, in the System roles box on the left, you can assign permissions to edit this batch template. |
| • | To enable users in a specific system role to edit the batch template, select the system role and click Grant on the action bar. The status of the selected system role changes to GRANTED. |
| • | To prevent users in a specific system role from administering the batch template, select the system role and click Deny on the action bar. The status of the selected system role changes to DENIED. When a user has multiple system roles and one of those roles is denied access rights, the user cannot administer the batch template, even when another of the user's system roles is granted rights. |
| • | To remove the GRANTED or DENIED status assigned to a system role, select the role and click Clear on the action bar. In this case, you do not want to grant a user in a specific system role access rights, but you also do not want to prevent the user from administering the batch template. This situation may occur for users with multiple system roles. The Clear option neither grants nor denies the system role administrator rights to the batch template. |
| • | To remove all GRANTED and DENIED statuses assigned to the system roles, click Clear all on the action bar. |
| 3. | In the System roles box on the right, you can assign permissions to customize fields within a batch. |
| • | To enable users in a specific system role to customize the fields within a batch, select the system role and click Grant on the action bar. The status of the selected system role changes to GRANTED. |
| • | To prevent users in a specific system role from customizing the batch template, select the role in the System role box and click Deny on the action bar. The status of the selected system role changes to DENIED. If a user has multiple system roles and one of those roles is denied access rights, the user cannot customize the batch template, even if another of the user's system roles is granted rights. |
| • | To remove the GRANTED or DENIED status assigned to a system role, select the role in the System role box and click Clear on the action bar. In this case, you do not want to grant a user in a specific system role access rights, but you also do not want to prevent the user from customizing the batch template. This situation may occur for users with multiple system roles. The Clear option neither grants nor denies the system role rights to customize the batch template. |
| • | To remove all GRANTED and DENIED statuses assigned to the system roles, click Clear all on the action bar. |
| 4. | Click Next to move to the Confirm and save tab. |