The Manage users screen controls who has access to template documents. Only Internal users have access to template documents.
Users can be added on a role basis to give them editing permissions or by group access for read only.
You can add existing users or create new users directly from within the management screen.
Adding internal/external users.
To add a new user, click the
icon underneath the list of users.
Select the user and the role access from the drop-down list.
If the user is not listed a new user can be created by clicking the Create a new user link.
Enter the users full name, email address and a brief message.
Select a department to add the user to, if the department is not listed you can create a new one.
The user will receive an email with login details to access the document.
Select a department to add the user to, if the department is not listed you can create a new one.
Click add a Unit, after the unit is created you can select from the dropdown list.
You can also add the user to a user group or create a new user group.
For additional help on user groups see the
User group section.
Groups with access to template
Adding a user group to a template gives the whole group access to the template rather than individual users.
When you add a group, the users have read only access unless they have Section library user group permissions and then they are able to edit the template
To add a group, click the
icon and select the groups from the selector.
Click Add button to add all the groups.
To remove access, click the Delete icon.
You can also create new user groups For additional help on user groups see the
User group section.
