Mass Assign a Security Template

The Assign Security Template to User(s) command allows you to assign a security template to a whole group of users. For example, when you start using the Employee Self Service module, you'll want to assign the ESS Employee template to all users.

Note: You may want to create a filter to include only enabled employees.

  1. Select Security, then Manage Users, from the Administration menu. The Manage Users window opens.

  2. Select the users to receive the template or check the box at the top of the first column to select all displayed employees.

  3. Select Assign Security Template to User(s) from the More menu, and that window opens.

  4. Select the Security Template from the pull-down list, and click Assign. The Result window opens, listing the selected employees and indicating whether or not the template was successfully assigned.

  5. Review the list to see if there were any errors. Note: If the list of selected employees is long, you may want to export the list in the Result window to Excel or a PDF by clicking the appropriate button in the upper right corner. You can also sort the list by clicking on the Status column to see if there were any failures.

  6. Click Close when you're finished reviewing or exporting the list. You're returned to the Manage User window, and the newly assigned template is displayed in the Security Template Name column.

 

Return to Manage Users Overview

Return to Security Overview

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