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Old Version 2

changes.mady.by.user Courtney Pool (OSS) (Unlicensed)

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New Version 3

changes.mady.by.user Becky Schwartz (Unlicensed)

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summary

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Steps to Enable Global Template Creation
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Note

Administrators must assign users permission to view and/or create Global Templates.

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summarySteps to Enable Global Template Creation
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

  1. Navigate to the Custom Charts Admin Settings (click here to see the steps to get to the Admin Settings)

  2. On the Custom Charts - Settings page, click the Template Options tab

  3. Click the second section on the page, Permission - Global Template Administrator, to expand it

  4. In this section, select the individual user(s) or group(s)that need to create, rename, and delete Global Templates

Aura divider
summarySteps to Enable Global Template Usage
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  1. Navigate to the Custom Charts Admin Settings (click here to see the steps to get to the Admin Settings)

  2. On the Custom Charts - Settings page, click the Template Options tab

  3. Click the second section on the page, Permission - Global Template Viewer, to expand it

  4. In this section, select the individual user(s) or group(s)that need to use Global Templates

Aura divider
summaryAura Divider
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summaryYouTube Tutorials
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summaryContact Support
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summaryMarketplace Listing
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