A  Template role is assigned to users/groups at the template level to determine what they can and cannot do for the specific template. Only a System Administrator can create a new template role. 


To create a new role:

  • Navigate to your Profile menu and select the Admin module
  • Select Template Role
  • Click the + button to create
  • Provide a unique name and description
  • Add the permissions
  • If this is assigned to a logged in user, the user must log out and log back in to refresh their permissions.


To edit a role:

  • Select the role you want to edit
  • Edit attributes
  • If this is assigned to a logged in user, the user must log out and log back in to refresh their permissions.