We have identified a change in the behavior of assigning templates to the sites under your MSA and Relational groups from your group login.
Scenario:
Previously assigned user templates have changed for users at the site level.
Reason:
Assigning the Security Template from the group level is automatically changing the Security Template assigned to the users at the site level.
Identify if this happened
MSA groups — Each site can run the Username Report to verify the users assigned to each user at the site level. This around the 4th column over.
Relational group — You can run the Username Report at the group level to see if anyone has been impacted.
We believe the sites impacted were assigned templates between Friday and today (Wednesday)
This does not impact other items that can be assigned.
We are actively working on a solution. Until we have tested and delivered the solution you can do the following in order to get your security templates assigned at the site level (and not to change the template to all of the preparers at the site that have established templates)
Step 1: Login as your MSA or Relational Group
Step 2: Navigate to Security Templates
Step 3: Select assign next to the Security Template
Step 4: Place a check next to the site (if you are wanting to select all of your sites, you can use the Check/Uncheck All option)
Step 5: Expand the list of users for the site(s)
Step 6: Remove the checks from the boxes next to the users (DO NOT use Check/Uncheck All for this). The example below shows that I have unchecked some preparers and not others. In reality, I would remove the check from all users.
Step 7: Complete Step 6 and select Continue
The following are examples of the two users that I have arrows next to above. The screenshots are of the users from opening the Preparer(s) Menu at Kims Sample VITA/TCE Site
Example 1: Kims Site Admin with Blue Arrow where the assigned template DID NOT change because the check box was removed:
Example2 : Kim Richmond with Green Arrow where the assigned template DID change because the check box was NOT removed:
Blog posted 01/24/2018 4:44 pm Eastern