Make templates for users/groups/contacts available in the Web client

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Make templates for users/groups/contacts available in the Web client

Templates for users/groups/contacts are available for use in the rich client as soon as they have been successfully loaded (see Load templates).

 

In order to allow a "requester" in the 8MATE GrantMA to use a template, the template must be assigned to an organizational category as a resource.

 

EN Make templates availible in the web client 01

 

In the 8MAN configuration, start the Data Owner configuration.




EN Make templates availible in the web client 02

 

1.Successfully loaded custom templates are automatically displayed in the resource selection.

2.Drag and drop a template into the resources area.

3.The template is automatically set to "Resource can be requested".