Help: Role templates

Your account and administration

For CPUC system administrators. A role template is a named bundle of module permissions, such as a CPUC reviewer, an evaluator, an implementer or a consultant. Organization administrators grant one on their organization's page, which gives the member each of its permissions at once; each grant records the template it came from, and every step is in the audit log.

A template holds module permissions only. An organization's administrator, PII access and the CPUC's own roles each need a decision of their own, so they are granted one by one.

How to

• Add template with a name, who it is for, the kinds of organization it is offered in and the permissions it grants.
• Open a template to change it, retire it or offer it again.

A tour of the page

On the page, the (?) beside the heading opens this help, and Take a tour of this page shows these steps one at a time beside the part of the page each describes. Some steps are only for parts that some people see, or that only some pages of this kind have.

1. The templates

   Each template, where it is offered, what it grants and how many open grants it made.

2. Add a role template

   Name it, choose where it is offered and what it grants.

3. Help on every page

   The question mark beside a page's heading opens this page's guide and its tour. All of Help, with the user guides and how to get support, is in the header.