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What permissions are required for a user to save an Appointment template?

  • 5 April 2021
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What built-in internal role or combination of rights on a custom role is required to Save a Template from the field service Appointments screen?  The error message when clicking on the clipboard and then “Save as Template” is: you have insufficient rights to access the object (AUTemplateController).  The function works properly for users with the Administrator role.

Thanks, Laura

 

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Best answer by lauraj46 14 April 2021, 01:51

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Hola lauraj46, 

What I did is to give access using screen “Access Rights by Screen - SM201020”, and on the Hidden Folder look for “Document Templates” and provide access to that screen to the users that you want to have access to create templates, that will fix the error you have. 

 

I hope that helps. 

Userlevel 7
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@martingaxiola That worked, thank you so much!

​​​​​​​Laura

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