Top Menu

Jump to content
    Modules
      • Projects
      • Activity
      • Work packages
      • Gantt charts
      • Calendars
      • Team planners
      • Boards
      • News
    Home
    • Getting started
    • Introduction video
      Welcome to OpenProject Community
      Get a quick overview of project management and team collaboration with OpenProject. You can restart this video from the help menu.
    • Help and support
    • Upgrade to Enterprise edition
    • User guides
    • Videos
    • Shortcuts
    • Community forum
    • Enterprise support
    • Additional resources
    • Data privacy and security policy
    • Digital accessibility (DE)
    • OpenProject website
    • Security alerts / Newsletter
    • OpenProject blog
    • Release notes
    • Report a bug
    • Development roadmap
    • Add and edit translations
    • API documentation
  • Sign in
      Forgot your password?

      or sign in with your existing account

      OpenProject ID Google

Side Menu

Collapse project menu
  • Overview
  • Activity
    Activity
  • Roadmap
  • Work packages
    Work packages
  • Gantt charts
    Gantt charts
  • Calendars
    Calendars
  • Team planners
    Team planners
  • Boards
    Boards
  • News
  • Forums

Content

Expand project menu
General discussion
  1. OpenProject Community
  2. OpenProject
  3. Forums
  4. General discussion
  5. Make templates usable/visible for nonadminusers

Make templates usable/visible for nonadminusers

Added by IT Service over 3 years ago

Hello, 

I am new in the world of OpenProject and I like that tool. But I have the following problem, may be I have a missunderstood about the permission settings, I am able to set projects as template when I am logged in with administratorpreveleges and with these preveleges I am also able to use these templates for new projects. But If a user without administratorpreveleges is not able to use templates, in the dropdownmenue for the user I can only see the message "no items found". Can someone tell me how I can set this in a way that the user is able to use the template.

Additional to that I have a second question. Is there a possibilty to save a projecttemplate including alle subprojects without saving all subprojects as template one by one?


Replies (5)

RE: Make templates usable/visible for nonadminusers - Added by Samantha Machon over 3 years ago

Hello, 

Thank you very much for your questions!

The option to select a template for a project is only available for the administrator or project admin. Users who should be able to use project templates should be project admins in the respective project. The project templates are then visible for these users. 

Regarding your second question, we have feature request #36606. I have left a vote for you. 

Kind regards
Samantha

RE: Make templates usable/visible for nonadminusers - Added by IT Service over 3 years ago

Hi Samantha,

Thank you for the quick answer, I understand, that was helpful for me. The vote for the request is a good thing, let`s hope that this function will be implemented soon.

Kind Regards

RE: Make templates usable/visible for nonadminusers - Added by Marie Diefenthaler over 3 years ago

Hi 
I tried to follow this hint. 
Unfortunatly it works here not perfectly. 

In my openproject Area is now following Problem...
A User (not Admin) has the Global Role "Projektleiter" and there he has the permission to create a new project, but he can not the the Templates. 

Where or how can I make him Project admin before there is a Project so he can see the template while he creates the Project?
Kind Regards 
Marie D

RE: Make templates usable/visible for nonadminusers - Added by Marie Diefenthaler over 3 years ago

Hi 
I got an answer to my question above via Mail. 
To make a template visible for a user the person needs following permissions

  1.  To Create a new Project (Global Role) ( in presettings only administator)
  2. In the template (is like a regular project) the person needs a role which has the permission to Copy projects. (with the original settings project admin)

For Point 2. I made a Feature Request as I think there should no extra permission in the template via a role be needed. 
Clearer explanation in the request: https://community.openproject.org/projects/openproject/work_packages/41042 

I hope this helps others also to better understand the behaviour of templates. 

Best Regards 
Marie D

RE: Make templates usable/visible for nonadminusers - Added by Samantha Machon over 3 years ago

Hi Marie, 

Thanks a lot for adding the information and for submitting a feature request! 

Best regards
Samantha

  • (1 - 5/5)
Loading...