Updated administration features (for Organisation Admins only)
Template folders
Organisation Admins can now create template folders for each profile. This can be done by clicking on the relevant profile and adding in the folders as shown in the image below. Users assigned to the profile will be able to see these template folders.
Amending template folder locations
Templates can be managed into folders on the application. From the folder column, you can choose which folder location a template sits in. For templates that sit at Profile-level only, the system will display the relevant folders available in the Profile, which you can allocate the template to.
Moving / copying templates into other Profiles
Organisation Admin users can move / copy templates into other Profiles. To do this, click the Profile move button next to the search bar. This will give you the option to move the template or copy the template to another Profile or assign it as an Organisation-level template. The screenshot below indicates how to transfer the selected template to a Profile.
Creating templates
Alongside the move Profile button, is the “Create template” button. This allows the Organisation Admin user to create templates and assign them to an Organisation or a particular Profile (see below).
