Template Setting: Available To
Important: For document and questionnaire templates, this setting applies only if the template's security level is set to All Users (see Security Step for Document Templates or Security Step for Questionnaire Templates for details).
Available To has two possible settings:
- Users With Owner Role (default setting): Any user assigned the Owner role (Document Owner, Questionnaire Owner, or Campaign Owner) that matches this template's content type will be able to see any content item created with this template while that item is in any workflow status (Draft, Collaboration, Review, Approval, Pending, and Published), but only if the item is associated with a site and department the owner has access to.
- Custom Selection (Owners): Besides the assigned owner, only those owners you specify can access the content that uses this template.
If you choose Customer Selection (Owners), do the following:
- Click Select Users.
- If multiple sites exist, select the site or sites containing the owners you want to give access to this template.
- Do any of the following to select owners:
- By default, a list of all owners of this content type within the currently selected site or sites is displayed. Select one or more owners.
Note: Clicking an owner's name shows information about that user.
Important: The other entities besides owners that you can assign have special properties. If you assign a job title, department, or department group, all owners, and only owners, with those job titles or within those departments will be given access to content created from this template. If owners are added to or removed from the selected job titles or departments, the access permissions are automatically updated.
- Under Select From, click
, select Departments, Department Groups, or Job Titles, click OK, and then select one or more of the listed items.
- Click Save.