Setting Template Administration Permissions

After you have configured a configurable manager, you can create templates to use with the manager.

When you activate a new class, you must grant permission to yourself, another administrator, or a group such as company administrators to administer class templates and create classes in User mode.

You must have administrator permission to administer configurable managers.

To access permissions:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. On the right pane, expand Administration Mode Access, expand Data Structure Setup, and select Configurable Modules.

See Also

Setting Up the Code and Records-based Configurable Manager

Setting Permissions to Import Configurable Managers

Importing Code and Records-Based Configurable Managers

Deleting a Material Inventory Manager

Setting Permissions to Import Classes

Importing Classes for Code and Records-based Configurable Managers

Configure configurable manager classes

Run an Error Check on a Class

Configure a Data Picker for the Manager

Managing Class Template Sheets (Classic view)

Managing Class Template Sheets (Standard view)

Setting User Permissions for Code and Records-Based Managers


Last Published Tuesday, April 8, 2025