Assign and Un-assign Templates to a User

Follow

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.

mceclip2.png

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. 

mceclip2.png

 

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

mceclip3.png

Click Save to keep your changes.

Have more questions? Submit a request

Comments

Powered by Zendesk