(Dansk version)

Overview

Template roles allow you to control the access and permissions for specific templates.

You can control who can see particular templates during document creation.

You can learn more about creating document from template on Quick User Guide (Documents - Creating document) manual.

<aside> ⚠️

Please note:

• This requires that the setting "(60) Check permissions for template" is set to "Yes" (see Documents settings ) </aside>

Creating Template role

To create a new Template role:

1. Click DocuNote tab, and then click System Setup*.*
2. In the left navigation panel switch to Roles and Permissions*.*
3. Click Roles*.*
4. Click New and select Template role*.*

1. Provide the new role with the name and description.
2. Activate the needed functions by selecting the checkboxes available in the list. For example, you can give users some limited permissions, like read-only type. To learn more about each function, see later in this manual.
3. Save your changes.