Template Access
Platform managers and admissions managers can determine which roles/users have access to create master and user templates. Admissions managers, admissions staff and/or mail merge managers can have access to create and use templates.
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Select Core.
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Select Communication.
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Select Mail merge.
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Select Template access.
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Select Role access.
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Select one of the following for each role:
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Create & use master: user can create master templates and their own user templates. Roles and users with access to create or use communication templates can access and use a master template.
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Create & use own: user has the ability to use the master templates and also create their own user templates.
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Use master only: user can only use the master templates with no ability to create their own.
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No access: unable to create or use any templates.
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Select Save & exit.
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Select Core.
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Select Communication.
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Select Mail merge.
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Select Template access.
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Select User access. The screen shows individual users with template access and their role access setting.
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Select Add user(s).
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Use the following criteria to determine the user(s) you are searching for:
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Select Search.
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Move the user(s) from Search results to Added users by either:
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Select Move all to move all users list in the Search results.
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Select >> next to the user's name in the Search results column.
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Select Save & exit.
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Select one of the following for each user:
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Create & use master: user can create master templates and their own user templates. Roles and users with access to create or use communication templates can access and use a master template.
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Create & use own: User has the ability to use the master templates and also create their own templates.
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Use master only: User can only use the master templates with no ability to create their own.
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Remove access: Removes the user's access.
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Select Save & exit.