Assign Merge Templates to a Security Role

A system administrator assigns access to specific merge templates for each security role.

This allows users to generate only the merged documents that apply to them in each Info Center and in Custom Proposals.

All users have access to 254/255 merge templates, regardless of their security roles.

This information applies for merge templates created with either Adobe InDesign or Microsoft Word.

To assign merge templates to a security role, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Security > Roles.
2. In the Search field on the Roles form, select the security role for which you want to assign merge templates.
3. Click the Access Rights tab and from the drop-down list in the Functional Area field, select MergeTemplates.
4. In the drop-down list in the Info Center field, select the Info Center for the merge templates that you want to assign to the security role.
5. In the Available Templates pane, click a merge template name, and then click the Add -> button to make the template accessible to the security role. The template name now displays in the Templates for this Role pane.
6. Repeat step 5 to add other templates for the security role.
7. When you finish adding merge templates for a role, click Save.