User Guide › Design › Template Libraries › Contract Templates › Apply Security to a Contract Template

Apply Security to a Contract Template

Applying security to a contract template enables accessing of relevant contract templates to relevant users. Applying security to a contract template is governed by allowing relevant contract parties to access the contract template. This enables the administrator to set roles that can have access to specific contract templates.

Follow these steps:

1. In the Template Library page, in the left pane, click on the desired Template Library or Template Folder.
2. In the right pane, click next to the desired contract template and select Security.

   The Security page opens.

3. In Accessible Contract Parties, select Access all (to allow free access to this Template Library) or Selected (to enable access to specific contract parties).
4. In Access, select the desired contract parties from the Available list and click to move them to the May Access Contract Parties list.
5. Click Save to save the security settings.
6. Click Cancel to return to the Template Library page without saving.