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Templates

  • 3 May 2023
  • 2 replies
  • 83 views

Userlevel 1
Badge +1

Can a user create, view or amend templates?

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Best answer by DianeK 3 May 2023, 14:58

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Userlevel 7
Badge +13

Hi Trevor,

Welcome to the community.  You need to be listed as an Admin in Karbon to access the Work Templates area in Settings.  I don’t believe people designated as Users will see this feature.

Only team members with the admin user permission are able to access Settings or export contact or work data.

Userlevel 7
Badge +15

Can a user create, view or amend templates?

Hi @Trevor Sunny,

Consider voting for this 🙂

 

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