This guide has been created for system administrators.
Specific role permissions may be required, including: Users.
Overview:
Templates allow for a subset of users to share common settings that, when adjusted at the given template level, can affect each of the users assigned to it. A user can only be assigned to one Template at any time.
This guide provides the steps required to re-assign a user to a different Template.
If you would like to make a Template change to a large group of users simultaneously, please see our 'Bulk User Update - User template' guide by clicking here.
Step-by-step guide:
- Navigate to Admin tools > Users.
- Search for the required user and press the "Edit" button against the correct search result.
- In the user detail screen, select the "System" tab.
- Select the required Template in the 'User Template' field.
- Press the "Save record" button at the foot of the page.
Please note: A user will only inherit settings or configuration from a Template where they do not have a User level override. To view our guide to system hierarchy, please click here.
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Related Guides:
Bulk User Update - User template