Smart Engineering Manager provides role templates to help you easily create new roles. Because the most labor-intensive part of a role creation is setting the values for the rights, you can now create templates for specific roles and then use the templates multiple times. This feature is useful for defining a role template in one site and then reusing that same role template throughout all your sites.
Smart Engineering Manager delivers three role templates by default:
None
Sets all access rights to None.
Read-Only
Sets all access rights for the role to Read-Only.
Full Control
Sets all access rights for the role to Full Control.
When you create a role template, the software creates an .rts file. The name of the template is the name you give this .rts file at creation. All role templates are stored in the folder specified during site creation. See Paths (New Plant Structure Wizard).
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Any role template files stored in a location other than the one specified during site creation will not appear in the Template list on the New Roles dialog. You can modify the role template storage path using the Site Properties dialog. To use a role template at another site, you can copy the .rts file to the role template location for that site. Another way to easily reuse role templates is to have each site point to the same folder for all templates. This way any template created in one site would be available at the other sites.
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Site backups include role templates if the templates are stored in the Role template location specified on the Site Properties dialog.
Smart Engineering Manager does not allow you to interactively view the rights specified in a role template file. The only way to see the settings stored in a template is to create a role using that template and then examine the rights using the Role Properties dialog.
When creating a role, the software does not remember the specific role template used to create the role. Thus, after you create a role using a specific template, you will not find that template listed in the role properties. Furthermore, if you create a role using a role template and then modify the rights settings in that role, the template remains unchanged. In other words, the modifications you make to the rights are not automatically updated in the role template. You can, however, overwrite the existing role template with the modified rights settings by saving the current role as a template and specifying the original role template file name.
For satellites and projects, values for certain rights are restricted. If a chosen template for a role has a higher value than what is allowed, the value will be changed to the highest available level.
All templates are forward-compatible. If a right is no longer in the list of rights, this right is ignored. All rights that are added will be set to None by default, with the exception of the default templates.