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User Templates - Updating a Template

Who this guide is for: System administrators – Requires 'System Admin' role and User Templates permission


Overview: This guide explains how to edit an existing User Template, allowing you to update shared settings that cascade to assigned users.


How User Templates Works: User Templates bundle configurations (e.g. entitlements, view filters) so that all users on the template inherit the same settings, streamlining maintenance and ensuring consistency.


How to Set Up Editing a User Template:

  1. Go to Admin tools > Admin panel > Template > User Templates.
  2. Locate the template you wish to update and click Edit on its row.
  3. Navigate through each tab (e.g. Details, Entitlements, View Settings), making the required changes.
  4. After finishing your edits, click Save Template at the top of the page.


Additional Information:

  • User Template: A reusable configuration that applies settings to multiple users.
  • Requires 'System Admin' role and User Templates permission.
  • Warning: Changes at the Template level override Global settings and any user-level defaults unless those have been specifically overridden.
  • Tip: Use Bulk User Update to move users between templates when reorganising groups.
  • Use the search function within the platform to quickly find features or settings.

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