Adding User Management Template Data to a Template

To add user management template data to a template:

1. Navigate to the User Management Templates tab.
2. To view the template data assigned to a specific template, click in the template row and click View Template Data. A list of data linked to the template is displayed.
3. Click New.
4. Enter a label for the template data.
5. Enter a name for the template data.
6. Select the data type for the data:
   • Permission Set Group
   • Permission Set
   • License
   • (FinancialForce Accounting only) Accounting Company
   • (Custom plugins only) The label of the user plugin record that is to apply the item. See Adding User Management Template Data to a Template.

7. Enter the value of the data that you want to provide:

   • If the item is a permission set, enter the API name of that permission set. For example, for the FDN Common Concepts - Company permission set, enter ERPCommonConceptsCompany.
   • If the item is a permission set group, enter the API name of that permission set group. For example, for the System Admin - Company permission set group, enter SystemAdminCompany.
   • If the item is a package license, enter the namespace of the package for which you want to assign licenses. For example, for Foundations, enter fferpcore.
8. Click Save. The new template data is displayed in the list.