Set Up Access to Merge Templates

You can define a role's access rights to the merge templates for each Ajera CRM module. You can use this tab after you upload merge templates to the Ajera CRM database. This tab lists Ajera CRM's standard merge templates, as well as any custom templates created by your company. Only RTF templates are stored in the Ajera CRM database.

Prerequisite: Select an existing role.

To select the templates that a role can access, complete the following steps:

1. On the Roles form, click the Access Rights tab.
2. From the Functional Area drop-down list, select Merge Templates.
3. Select an Info Center and use the Add and Remove buttons to move fields between the Available Templates and Templates for this Role columns, or select Full access to all merge templates.
4. Click Save.