Basic Administration > Administering Windchill > Contexts – Distributed and Hierarchical Administration > Administering Domains and Policies > Using Dynamic Roles > Using Dynamic Roles in a New Organization
  
Using Dynamic Roles in a New Organization
To use dynamic roles in access control policy rules for a new organization, perform the following actions:
1. Navigate to Site > Utilities.
2. Set the view to Organization Templates.
3. Click the create template icon .
The New Organization Template wizard opens.
4. Browse to the location of the generalOrganizationTemplate.xml sample file that contains access control policy rules for dynamic roles. Select only the file that pertains to the organization context.
5. Supply a unique Organization Template Name.
6. (Optional) Provide a description of the template.
7. Click OK.
8. Navigate to Organizations > View All.
9. Create a new organization using the organization template you just created.
For more information on creating a new organization, see Working with Organizations.
For the new templates to be used, the product, library, project, and program creators must select the appropriate application template when creating their application context. To ensure that the appropriate templates are chosen, complete the following actions:
1. Navigate to the Organizations > Templates page for the new organization that you created in the previous procedure.
2. Set the view to the appropriate context. For example, select Product Templates.
3. Create a new context template using the appropriate sample template content file that is in dynamicRole directory described earlier (for example, generalProductTemplate.xml).
4. In the same view, hide the out-of-the-box templates so that the people creating new application contexts do not see them when they create new contexts. For example, select Hide from the actions list for the General Product template.
5. Repeat steps 2 through 4 for each application context template type: product, library, and project. To create a program template that uses the access control rules for dynamic roles, modify the sample project template so that it works for programs.