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How do I give the permission of template fields to Users?

Table of Contents :

How do I give the permission of template fields to Users?

1. Login to your account using the username and password provided.
2. Click on the Masters tab.  
3. Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.  
4. Select Client from the list and Select other required fields.  
5. Go to end of the record from grid that you want to access and Click on the view icon. It will open a new window.  
6. Once the new window will open, Select Template from the grid for which you want to give an access of Template fields.  
7. Please click on button named as "SHOW TEMPLATE FIELDS To" that will open a new page.  
8. Select FLYflow Type and User Type from the list.

Note: At the level of Select User Type, User has to select the same level of User type that has been considered in Users page.
 
9. Filter for the desired user(s) using the combo boxes on top of the page.  
10. Select Users from the list.

Note: You can select multiple users by clicking on Control Key.
 
11. Select fields from the template you wish to assign to user.  
12. Click on SAVE button.  
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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