Template and library document preferences

The tab lets you configure which templates and library documents will be accessible by the role.

Configure allowed templates in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "Template and Library Document Preferences".

   
6. In "Allowed Templates" section, enable toggle adjacent to the template you want to allow to be accessible.

   
7. You can use "Filter" to search, "Show" drop-down to manage which templates to show and "Disable All" and "Enable All" buttons to manage templates.

Configure allowed library documents in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "Template and Library Document Preferences".

6. In "Allowed Templates" section, enable toggle adjacent to the template you want to allow to be accessible.

   
7. You can use "Filter" to search, "Show" drop-down to manage which templates to show and "Disable All" and "Enable All" buttons to manage templates.