Restricting Configuration for Templates

Restrict who can view and edit templates by assigning the template to one or more access groups. Process Designers with matching access group permissions set in their user profile will be able to view or edit the template.

Note:  The access groups that display for selection are based on your access group permissions as defined in your user profile. Additionally, access group settings for the template must match the user permissions of other Process Designers in order to display for them. For an overview of how to use access groups to restrict configuration components, see Restricting Configuration via Access Groups Overview.

To restrict template configuration:

1. From the System menu, select Page Design > Template Library.
2. Do one of the following:

• To add a new template - Click Add New in the upper right corner of the page and create the template as described in Adding Templates to the Template Library.
• To edit an existing template - Click the name of the template to open it for editing.

3. Select the access group(s) to which this template belongs.

The access group(s) displayed are based on the current user's access group permissions. Only access group(s) to which you have Edit permissions are selectable. However, parent access group information is visible for access groups to which you have View permission.

The template is selected to the highest level access group listed by default. Note that the template is only added to access groups that are checked. It does not propagate to child access groups unless those child groups are checked.

Process Designers with matching access group permissions will be able to navigate to and edit the template, depending on their individual access group permissions.

4. Click Apply to save your changes.