Control access to templates in recruiting management
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In applicant management, you can use the 'Settings for letter templates, email 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
- Authorised branch offices: Select here which organizational unit a user must be able to access to be permitted to use this template. This setting is important in large, decentralized organizations because the number of templates increases rapidly and, without this restriction, it makes it difficult to find the right template for the individual users.
- Template planned for roles: Here, select the user roles who are to be able to use the templates.
- 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 (except the employee and instructors area), provided the other access settings above are correct.
The following apply to all restrictions: Where no value has been selected, any administrator, HR expert, recruiter, superior or committees can use the template, with no restriction.