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Assigning companies and users to templates

When you create a company or system template or a quantity request template, you can make it available to individual users or to all users of a specific company by assigning the users or the company to the template.

1. Open the template or quantity request (see Editing templates/quantity requests).
2. Click the Users and companies tab.
3. Assign individual users or companies:
   • To assign individual users, in the Available users list, select the users and click the icon to transfer the users to the Assigned users list. Click to remove users.
   • To assign specific companies, in the Available companies list, select the companies and click the icon to transfer the companies to the Assigned companies list. Click to remove companies.

     Tip: You can search for specific items in the lists. See Working with selection lists in the user guide General information for all users for more information.

4. Click Save.

A template is available to the assigned users and companies immediately. A quantity request must first be activated or scheduled for use (see Scheduling templates/quantity requests for use).

See also Creating a quantity request Scheduling templates/quantity requests for use Adding quantity requests to a basket