“Edara” allows you to grant and revoke permissions for various orders and templates to ensure data security. In this guide, we explain how to grant permission to use a print template.
Granting Permission to Use a Print Template
Go to Settings.
Select the “Print Setup” page.
Choose the module linked to the template.
Specify the document type (Sales Return in the Sales module, Receive Supplies in the Warehouse module .. etc).
From the dropdown menu (⏷), select the template to which you wish to grant access.
Click on "More Actions".
Click on “Edit”.
Note: If you are using the default print template for any document, you should click “More Actions”, then “Load”, and grant permission to the user, then save.
Click on “Template Configuration”.
Select the users allowed to access the template from the dropdown list.
Click on “Save”.
Note: If you need to revoke this permission, you can follow the same steps as above, select the user whose access you want to remove, then click on "", and save.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.