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:

If you choose Customer Selection (Owners), do the following:

  1. Click Select Users.
  1. If multiple sites exist, select the site or sites containing the owners you want to give access to this template.
  2. Do any of the following to select 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.

  1. Click Save.