Set the template's security

The last step in creating any entry template for a new item is to set the security for the template to prevent unauthorized users from modifying the template.

To set the security for the template

  1. If needed, assign a security policy to this template. Click Assign Policy to view the available security policies. For more information on security policies and their application, see Use a Security Policy.
  2. If needed, add users or groups to the default list.
    1. Click Add New. The Set Security - Select Users/Groups page opens for you to search for specific names.
    2. If needed, select a domain from the Select in drop-down menu.
    3. Select the Users option or the Groups option to refine the list of names available for adding.
    4. Type one or more characters for the beginning of the names to search. For example, to locate users named aalberto and amoss, type a. All user names beginning with "a" are returned. You can narrow the search by entering more characters. For example, aal would return aalberto and aallen, but not alemon or amoss.
    5. Click Search. After a brief delay, the matching names are displayed.
      • If the number of matching names is greater than the default for displaying, not all matches are displayed. You can change the search criteria and click Search again to see more results.
      • When you are satisfied with the results, select the desired names from the list. You can use Ctrl+click or Shift-click to select more than one name in the list.
    6. Click Accept, which returns to the Set Security step with the new users or groups in the list of authorized users. If needed, repeat step 2 to add more users or groups.
  3. If needed, change the access rights for a specific user or group.
    1. Click the user or group name in the Title column. The Set Security - Settings page opens.
    2. Select or clear the check boxes to allow or deny each permission level as needed. For more information, see Manage security in the Workplace Help.
    3. Click Accept.
  4. If needed, remove a user or group from the list. Select the check box in the Remove column for the user or group you want to remove.
  5. Click Finish.


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