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User Templates - Updating a Template

This guide has been created for system administrators.

Specific role permissions may be required, including: User Templates.


Templates allow for subsets of users in your system to collectively inherit settings or configurations from one source. This is helpful if you ever have requirement to change one of the settings, as once applied in the Template, it will cascade down to the users assigned to that Template, provided they have no overriding User level setting. If you would like to view our guide to system hierarchy please click here.

This guide provides the steps required to edit an existing Template.

Step by step guide:

  • Navigate to Admin tools > Admin panel > Templates > User templates.
  • Identify the Template you wish to affect and click the edit button to the right of it.
  • Cycle through each tab, adjusting any settings or configurations as required.
  • At the foot of each tabbed screen, click the Save button to commit any changes made. 

If you would like to enlarge the video, please click on it to expand.  

Related Guides:

User Templates - Adding a new Template | User Templates - Deleting a Template

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