Allow Custom Templates to be controlled by Admins

abhayd13291769

21-08-2018

I have come across a scenario recently where an organization wants their admins to control the listing of custom templates to be shown to the analytics users and want it to be separated from the Create/Curate Project permission.

As per the design currently, if a non-admin user is given permission to Create/Curate projects they can save their projects as templates and these templates then start appearing under custom templates for every other user (admin+non-admins).

In a context where organization wants only specific templates, which are created/approved by a group of admins based on business requirement, to appear under custom templates section it is not possible to do so and there is a complete mess under the custom template section.

I sugeest to consider below points in context of custom templates:

  • When a non-admin user with permission to create/curate projects saves the project as templates it should be visible to that user only under custom templates. There should be sharing option also to share this template with other no-admin users if required.
  • To make this custom template visible to all users, there should be a workflow i.e. it should be approved by an admin.
1 Comment (1 New)
1 Comment

A_Wathen

MVP

25-09-2018

There is a "Analysis Workspace:Save As Template" permission in the admin console.  Although it doesn't provide quite the flexibility and workflow you describe I'm assuming it solves the basic problem of non-admins creating templates that become visible to everyone - or have I got the wrong end of the stick?

admin.png