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Question

Applying template permissions

  • February 3, 2026
  • 3 replies
  • 28 views

Chris_Moore
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Hey all,

I’ve hit a weird snag with one of my users and I’m not sure how to fix it. I have it set up where she has an interface and can create a new project with task templates that can be applied to it. There are a lot of different types of projects we do, so there’s around 6 different task templates.

While setting this up and showing it to her (even in her view on the interface page), I was able to see and select all 6 templates. When she started sharing screen and showing me what was going on, 5 out of 6 of the templates said she was getting the message that she did not have the correct permissions to be able to apply them. 

I’m at a loss on how to fix this as she has editor permissions in the base and the interface, and I don’t remember setting permission levels for those templates in any way. So, any suggestions on what to do with this?

Thank you!!

3 replies

TheTimeSavingCo
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Hmm, any chance there are some field / table permissions in play?

If a record template attempts to create a record in a table where the user doesn’t have permissions to create records this is what shows up, is that what they’re seeing?

 


Chris_Moore
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  • February 4, 2026

Hmm, any chance there are some field / table permissions in play?

If a record template attempts to create a record in a table where the user doesn’t have permissions to create records this is what shows up, is that what they’re seeing?

 

So double weird - she has editor access to the backend table. All of the templates are applied to the same tables. So you’d think if there’d be one template that didn’t work, all of them wouldn’t work, right? Alas, 1 out of 6 of them do. I don’t know what settings are going sideways, but I’m going to try giving her creator access, putting the fear of the Administrative Gods in her, and see what happens.


TheTimeSavingCo
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(Hm had an error with my previous reply, sorry if this shows up as a double post)

If her account doesn’t have access to specific fields / tables that the record template touches then it’s definitely possible for her to have access to 1 out of 6.  Creator access wouldn’t help either in that situation as the field / table permissions override the Creator ones

If you’ve confirmed field / table permissions aren’t in play I’d recommend opening a support ticket directly!