Restricting Templates per user

We use templates in measure for our BUILDER and RETAIL salespeople to use. It would be nice to give permissions per user as to what templates they can see and use. This would minimize errors when salespeople create projects using the wrong template.



1 comment
  • Official comment

    Hi Matt, 

    Thanks for the good suggestion. Have you considered setting up a secondary company for your Builder group? This would allow them to work out of a separate area with no overlap of your Retail group. If you are interested in this, please contact your CSM and they can get the process started. 


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