Templates Workflow Overview

It is recommended to review the content of this chapter before creating a template.The following proposed workflow outlines the required procedures.

1.	Create a Template

Templates let you preset Data Fields in groups so you can assign each user to a particular template that contains a particular subset of Data Fields for that user to view and search through.

• To create a template and assign your newly created Data Fields, see Adding templates.

2.	Create a Permission Set

Customize the way users see and interact with the information to which the templates provide access.

• To create a permission set, see Adding new permission sets.

3.	Assign the Template and Permission Set to Users

Once you’ve set up permission sets for templates, you’re ready to assign them to users or groups of users. Through permission sets, you can customize which fields users see and how they interact with them.

• To assign the your template and permission set, see Assigning templates and permission sets to users.