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


lauraj46
Captain II
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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

 

Best answer by lauraj46

@martingaxiola That worked, thank you so much!

​​​​​​​Laura

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martingaxiola
Varsity I
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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. 


lauraj46
Captain II
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  • Author
  • Captain II
  • 591 replies
  • Answer
  • April 13, 2021

@martingaxiola That worked, thank you so much!

​​​​​​​Laura


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