Assignment Client Sharing Templates & Systems Preferences

Overview

Assignment Sharing Templates can be configured to save time when configuring what a client should be able to see for a specific Assignment. When sharing an Assignment and opting to use a template, the settings are copied to the Assignment and not linked to the Assignment. This allows the settings within the templates to change over time without affecting existing Assignments. A user with the appropriate permissions can then modify the settings directly on the Assignment if they wish to.

Permission Required: Please note that all actions in this article require the "Access System Preferences" permission.

The settings available in the sharing templates are the same as described in the Assignment Sharing article.

Modify an existing Template

Open System Preferences
Select Assignments from the menu
Select Client Sharing from the submenu
Double click on the Sharing Template you wish to modify
Change the settings as required, then click Save.

Create a new Template

Open System Preferences
Select Assignments from the menu
Select Client Sharing from the submenu
Click the Add a new Assignment Sharing Template link beneath the list of existing templates
This will create a new Template in the list
To rename the Template, click into the Template Name column for the selected Template
Double click on the new Template in the list to open its settings
Change the settings as required, then click Save.

Duplicate an existing Template

Open System Preferences
Select Assignments from the menu
Select Client Sharing from the submenu
Click the Duplicate Selected Template link beneath the list of existing templates
This will create a new Template in the list
To rename the Template, click into the Template Name column for the selected template
Double click on the new Template in the list to open its settings
Change the settings as required, then click Save.