When you're using UCM, do you have a lot of users, concurrent or otherwise?
Do multiple users require the same permissions, perhaps they're in the same Department?
Role Models may be the answer!

A Role Model is a set of permissions that can be applied to multiple users; for instance, if all 5 users in the Legal department needs access to the "Legal" folder and the "Risk Management" folder, you can use a Role Model to assign those permissions easily to multiple users!

Some facts about Role Models:

  • Role Models are not mandatory, and unless you have multiple users with the same permissions they're not necessary.
  • When you assign Role Model permissions, you do it from the Role Models link in Company Admin. You assign a Role Model to users by going into their User Profile and selecting the Role Model from the drop-down with the same name.
  • Assign permissions the same way you would on a user profile: Folder access, contract types etc.
  • When you assign a Role Model, any changes to a user's permissions must be made at the Role Model level and any changes made there will apply to all users with that Role Model.
  • If you have a user that needs the Role Model permissions plus a little tweaking, you can use "Copy Permissions" from above the user grid. Simply select the Role Model to copy to that user. Then you can go into their user account and make tweaks.
  • We do not recommend making Role Models for every user, that defeats the purpose of having Role Models at all, if you're individually assigning permissions and makes it confusing if you have to make changes to an individual's role model.