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8x8 Support

How to Determine if a User Is Allowed to Work with a Specific Template

To see what template the end-user can work with, identify the groups the user is assigned to and go to Authorized Templates. Learn more from the steps here.

Objective

To determine if a user is allowed to work with a specific Template.

Applies To

Quality Management

Procedure

  1. Identify the groups the end-user is assigned to.
  2. Check which roles are assigned to those groups.
  3. At the role level, check under Authorized Templates. Here you will see what template the end-user can work with.