Set Up Access to Merge Templates

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

To select the templates that a role can access:

1. On the Navigation menu in the desktop application, click Settings > Security > Roles.
2. On the Roles form, select a role.
3. Click the Access Rights tab.
4. From the Functional Area drop-down list, select Merge Templates.
5. Select a hub 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.
6. Click Save.