Project Templates allow Site Admins to configure which custom roles are available for Projects within a Group. Creating a Project Template allows you to:
Simplify the roles available for Project Admins to assign to users
Automatically add users to all Projects under a Group
Standardize roles across Projects
Ensure that all new Projects created in a Group have the correct roles by default
This article explains how to configure a Project Template.
To configure a Project Template:
Sign in to Flywheel as a Site Admin.
Go to Groups, and select a Group.
Click the Project Template tab.
Select a user and assign a role for that user.
To assign a custom role to a user, the role must first be offered to the group. To create or edit a custom role, see our article.
Choose to either add the user to all projects in a group or to allow the Group or Project Admins to assign the user to specific projects.
Flywheel gives you granular control over who has access to data in different areas of the Flywheel hierarchy. Below is an overview of the 3 different roles that apply to each user.
Flywheel users can see, edit, or delete data based on their roles and permissions.
Permission: Enables or disables the ability to perform a specific action in Flywheel. For example, adding notes to a Project is a specific permission.
Role: A group of permissions that are assigned to a user. For some roles you can edit the permissions.
The 3 levels of the hierarchy in Flywheel where you can assign a role are at the Site, Group, and Project level. All users have a role assigned at each of these levels:
Site role: These roles are broad and assigned when you create a new user. In general, these roles match what the user is doing in Flywheel at a high level. Site roles are Site Admin, Developer, and User. Pair these basic site roles with the more granular roles assigned at the Group and Project level.
Group role: Group roles give users broad permissions for what they can do within a Group. For example, do you want users to be able to add other users to the Group? Should the user be limited to just viewing information about the Group? Group roles are Admin, read-write, and read. .
Project role: By default, Projects have Admin, read-write, and read-only permissions. However, Site Admins can create customized project roles for each project. Custom project roles give you the flexibility to only give users access to the data they need. included with the default Project role. Go to our other article to learn how to create custom roles.