Pre-requisites:
Permission as mentioned below, on the project template in which access is to be edited:
You, your organisation, or a user group where you are a member must be assigned 'Admin' permission.
Below are the steps to follow while editing access on an existing project template:
1. Navigate to the 'Projects' tab and go to the project template where you need to edit the access. You can use the search and filter options to find the project template you need.
2. Once found, right-click and select 'Edit Access to Template'.
3. The screen to edit access on the selected template appears.
4. You can search for users from your organisation by typing in their email address. Once found, press the 'Enter' key or select the user record that populates as a suggestion (at the bottom) to give them the corresponding permission on the template.
You can also assign access based on user groups or organisations accessible to you if any.
To assign existing users on the selected project template to different roles if any, click or type in the characters within the textbox and suggested names of user groups, organizations and users appear accordingly.
5. Select the required user per the permissions you need to assign them, then click the 'Save' option at the bottom left.
Use the filter options in the header to filter the list by entering a search keyword based on the user's name, a user group, or an organisation.