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Do I need permission for anything in Templates?

Yes. These the permissions needed for the Templates app.

To access the app, you need the Access Templates permission. To access the category search to find templates, you need the Access Templates Category Search.

To administrate templates, you'll need these permissions:

  • Administrate Orders: Search for and review past orders for templates, export order data for further analysis and reporting, and extend or expire orders.
  • Administrate Template Categories: Create, view, edit, arrange, and delete template categories.
  • Administrate Templates Conversion Formats: Edit template conversion formats and organize how conversion formats display.
  • Administrate Templates Delivery Methods: Edit delivery methods for template orders.
  • Create Template Groups: Create groups of templates for users to access.
  • Export Templates Order Reports: Export information about downloads and orders of templates.

 

Additionally, each template group has its own set of permissions, which are:

  • Administrate Template Group
  • Administrate Templates in Template Group
  • Customize and Order Templates in Template Group
  • Expire Templates in Template Group
  • Release Templates in Template Group
  • Require Order Approval
  • View Templates in Template Group

 

As a DAM admin, you can enable, edit, and disable permissions for a role from the Admin app > Permission Settings > Roles. Select a role, then select Application Permissions. Select the pencil icon to customize roles for Templates.

The Templates feature must also be enabled by your customer success manager.

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