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

  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

  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

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