Controlling access to templates

You use security roles to control the creating and editing of personal and organizational templates. Word and Excel templates share the same security privileges, as shown in the following screenshot:

Figure 19.31 – Document Template security privileges

If you upload a document template from within a view in a model-driven app, the template will be a personal template. You can share a personal document template with users and teams. 

If you upload a document template into the Document settings under Advanced Settings, the template will be an organizational template:

Figure 19.32 – Document template record

By default, the template will be available to all users, but you can restrict a document template to users with specific roles by clicking on ENABLE SECURITY ROLES in the command bar and selecting the relevant roles, as shown in the following screenshot:

Figure 19.33 – Enable security roles for a document...