Assign and Un-assign Templates to a User


As an administrator, you can specify which templates a user has access to on their tablet.

The system automatically assigns all templates to a new user.  You can un-assign templates by clicking the arrow on the left side of the template name.


Click Save to keep your changes.


You can also assign a template to a user.  To do this, click inside Templates box and a list of all currently un-assigned templates will display. 



If you select “Handyman Repair Invoice” then the template appears in the assigned template list.


Click Save to keep your changes.

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