Administering Record Template Security Settings

By default, users create and manage their own Record Template preferences, and the templates and categories created by users and administrators are available to all users.

However, the system also allows administrators to create and manage user preferences and to limit access to Record Templates and categories to a specific set of users.

This topic provides the following sub-topics for information on how an administrator can manage Record Template functionality for system users.

• Managing Record Template User Preferences
• Specifying User Access for a Record Template or Category
• Creating Templates for Multiple Users