Project Templates

Project Templates make it easy to create new projects using a predefined folder structure and permission set.  

In addition to assigning permissions for pre-existing groups or users, project-specific groups can be created and assigned permissions on the folder structure at the time of project creation. The project-specific groups can then be populated with individual users giving them access to the respective project. 

Users can set up different templates for different project types and choose who has access to use templates.

Creating a Project Template

Project Templates are stored in /Shared/Egnyte Templates/Project Templates.  Follow these steps to create a Project Template:

1. Create a folder under /Shared/Egnyte Templates/Project Templates.  The name of the folder will be the template name.
2. Add subfolders and files to the template.
3. (Optionally) Set any folder options (e.g. descriptions, link sharing controls, etc.) on the folders within the template.
4. (Optionally) Use Project Template Settings from the More menu to set a template description and configure the groups and permissions for the template.
   
   

The Project Template Settings dialog allows users to define Project Template Permissions via a JSON settings file.  A sample JSON file can be downloaded from the Project Template Settings dialog and gives examples of usage. 

The following table describes the fields of the Permissions JSON object.

Field	Description	Required	Possible Values
folders	Top-level key that contains the definition of folders and their permissions	Yes	Array of folder definition objects
folder.path	The folder where permissions are to be set	Yes	Path, relative to the root of the project, e.g.: / /Design /Accounting/Budget
folder.permissions	Object with details about the permissions	Yes	See fields below. The structure is the same as is used in the Set Folder Permissions Public API
folder.permissions.groupPerms	Object with details on groups and their permissions.	No	An object where the keys represent group names and the values the permissions those groups should have.  Groups can be existing groups, e.g., “Finance” or dynamic groups, e.g., “{{projectId}} - Project Managers”, which will be created upon project setup. Valid permissions include: None, Viewer, Editor, Full, Owner
folder.permissions.userPerms	Object with details on users and their permissions.	No	An object where the keys represent usernames and the values the permissions those groups should have.   Valid permissions include: None, Viewer, Editor, Full, Owner
folder.permissions.inheritsPermissions	Whether or not the folder should inherit permissions from its parent folder.	No	true or false Defaults to true

A sample permissions JSON is shown below:

{
   "folders": [
       {
           "path": "/",
           "permissions": {
               "groupPerms": {
                   "{{projectId}} - Project Managers": "Owner",
                   "Finance": "Viewer",
                   "{{projectId}} - Team": "Editor"
              }
           }
       },
       {
           "path": "/Budget",
           "permissions": {
               "groupPerms": {
                   "Finance": "Owner",
                   "{{projectId}} - Project Managers": "Full"
               },
               "userPerms": {
                   "bsmith": "Viewer"
               },
               "inheritsPermissions": false
           }
       },
       {
           "path": "/Budget/Forecasting",
           "permissions": {
               "userPerms": {
                   "jdoe": "Full"
               }
           }
       },
       {
           "path": "/External",
           "permissions": {
               "groupPerms": {
                   "{{projectId}} - External": "Editor"
               }
           }
       }
   ]
}

To control who can create new projects from the Project Template, set permissions on the template folder using the Share >Manage Folder Permissions dialog.  Any user with Viewer permissions on the template will be able to use it to create new projects within a destination folder to which they have Owner permissions.

Creating a Project from a Project Template

Use the following steps to create a new project from a project template:

1. The user can navigate to a folder where they have Owner permissions
2. Navigate to Create menu, choose the template from Project -> From Template
   
3. Enter details about the project.  The Project name will be used as the folder name for the new project.  Browse and select the Project logo. Depending on the chosen template, the Project ID may be required. Click Save after entering the details about the project.
   
   
4. The new project is created. If the template created project-specific groups, the user will see a list of those groups with an option to manage each group. Clicking the Manage Group button will open the group details page in a separate browser tab. Here, the user can add other users to groups so that they get access to the new project.
   
   The project will be created in the selected location based on the chosen template