Control access to templates in applicant management

In applicant management, you can use the 'Settings for letter templates, e-mail templates, print templates and export templates to specify who is to be permitted to use the templates.

Templates may be edited only by someone who has been assigned the "Communication module role".

The main restrictions

Access

• Authorized branch offices

Select here which organizational unit a user must be able to access in order to be permitted to use this template. If no branch office is selected, the access is only possible for the administrator. This setting and/or limitation is important in large, decentralized organizations because the number of templates increases rapidly in such an organization. Without limitations, the search for the right template for each user would be very onerous.
In the Template overview you will find the Multiaction “Add branch authorization” and “Remove branch authorization”, which can be used to add or remove several branches as authorized branches for this template(s) at the same time.

• Template planned for roles

Here, select the user roles for which the templates may be used.

• Make available in the following areas

Every print template usually only works in areas for which it is specifically intended. Make it easier to work with print templates by setting up a pre-filter for subsequent use. If you leave this filter empty the template will be made available everywhere provided the other access settings (further above) are correct.

The specification of a branch office in the access authorization is enforced so that templates can released for different people in general. The following apply to all restrictions: As long as no value is selected, the template is only available to administrators.

• Output as PDF

If you tick this box, the template can be output as a PDF file for the selected areas (currently: jobs, applications and job requisitions). You will find the action "Create PDF" in the application dossier, job profile and job requisition. This will create a PDF based on the print template previously activated here.