Giving users access to a Produce template

A template is only visible to the people you give access to. You decide per user, user group or business unit what they can do with it.

Access levels

• Read: sees the template but can't create documents from it.
• Edit: can create documents from the template.
• Admin: can also change the template's settings.

When you create a template, you get Admin access automatically and nobody else has access yet.

Give people access to a template

1. In Produce, select Templates in the menu on the left and click the template.
2. In the panel on the right, click the three dots and choose Settings.
   
3. Go to Permissions.
4. Under Access to Template, choose User, User groups or Business unit, search for the name and select it.
5. Click Save.
   

New entries get Read access. To change it, open the list next to the name and choose Read, Edit or Admin. Choose Remove to take the access away.

Default document privacy

At the top of the Permissions tab, Default document privacy sets whether documents created from the template are Public or Private by default.