Home Discussions Questions & Answers Enabling Template Creation and System-Wide Sharing

Enabling Template Creation and System-Wide Sharing

Avatar photoCustomer January 5, 2022 at 4:26 am

Our users need to be able to create new template layouts and share them with their team. Which template access setting supports this?

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    • Support January 5, 2022 at 11:02 pm  

      You should use the profile option ‘Blitz Report Template Access’ set to ‘Private and shared’. This allows users to create both private and shared templates.

    • Avatar photoCustomer January 6, 2022 at 5:16 pm  

      Is this the standard recommendation?

    • Support January 8, 2022 at 2:31 pm  

      Yes, ‘Private and shared’ is the default setting for this profile.

    • Avatar photoCustomer January 10, 2022 at 10:47 am  

      If a user has this level, can they modify a shared template owned by someone else?

    • Support January 10, 2022 at 11:01 pm  

      No, to modify another owner’s templates, the user would require the ‘Super User’ access level.

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