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    Data Management:Create a permission template

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    Data Management:Create a permission template

    Last Updated:Jun 21, 2026

    You can create permission templates to centrally manage resources like instances, databases, and tables that share the same business attributes. This simplifies batch authorization for many users and databases and helps prevent redundant permission grants.

    Prerequisites

    You are a database administrator or an administrator in DMS. To view your user role, see View my permissions.

    Procedure

    1. Log in to DMS 5.0.

    2. Move the pointer over the 2023-01-28_15-57-17.png icon in the upper-left corner and choose All Features > Security and disaster recovery (DBS) > Permission Center > Permission Templates.

      Note

      If you use the DMS console in normal mode, choose Security and disaster recovery (DBS) > Permission Center > Permission Templates in the top navigation bar.

    3. Click Create Permission Template.

    4. In the Create Permission Template dialog box, enter a Template Name and Description, and then click Confirm.

    5. Add resources.

      You can add resources in one of the following two ways:

      • On the permission template list page or the permission template details page, go to the Resource management tab and click Add Resource. In the search box, search for and select the target instances, databases, and tables. You can select multiple items.

        Note

        Add the target database before you add target tables.

      • Add instances to the permission template from the Instances page. Follow these steps:

        1. In the top navigation bar of the console, choose Data Assets > Instances.

        2. Search for and select one or more target instances or databases, then click Add to Permission Template.

        3. Select a permission template and click Save.

      Note

      If you added a resource by mistake, go to the Resource management tab, select the target instance row, and click Remove to remove the resource.

    6. Authorize users.

      You can authorize users in one of the following two ways:

      • On the template details page, click Authorize to add one or more authorized users and set the validity period.

        Note

        You can click the Authorization Records tab to view information such as authorized users and permission types.

      • Authorize users from the Users page. Follow these steps:

        1. In the top navigation bar of the console, choose O&M > Users.

        2. Select one or more users to authorize, and click Authorize User.

        3. Select Authorize Permission Template, choose a permission template and a validity period, and then click Confirm.

    Other operations

    • Edit basic information

      On the permission template details page, click Edit to modify the template name and description.

      Note

      Updating a permission template does not affect currently authorized users.

    • Create a similar template

      Note

      The Create As feature creates a new permission template with the same resources as the original.

      1. On the Permission template page, find the target template, and in the Actions column, click Create As.

      2. Enter a Template Name and Description.

      3. Click Confirm.

    • Delete a template

      On the permission template list page, select the target template row, and in the Actions column, click Delete.