In xential|manager, you can restrict the use of templates by granting rights to specific users or user groups. This allows you to control who can see and use which templates in xential|client. This article describes how to configure rights at both the template level and the template group level.


Configuring rights for a template group

Use this method when you want to give one or more user groups access to all templates in a template group.

1
Open xential|manager and go to the Templates category.
2
Right-click the desired template group and select Rights.
3
Find the desired user group(s).
4
Check the desired rights and click OK.

Rights screen at template group level with View and Use options


Result at template group level

The users in the selected group(s) will see the template group in xential|client and can select all associated templates to generate documents.

Template group visible in xential|client after granting rights


Configuring rights for a specific template

Use this method when a user should only have access to one specific template within a template group.

1
Open xential|manager and go to the Templates category.
2
Right-click the relevant template and select Rights.
3
Find the relevant user group and expand it by clicking the arrow.
4
Find the relevant user.
5
Check the rights View and Use and click OK.

Rights screen at template level with View and Use checked for a specific user


Result at template level

The user automatically receives the View right on the parent template group. In xential|client, the user sees the template group containing only the specific template for which rights have been granted.

Template group with automatic View right at group level

Specific template visible in xential|client after granting rights


Important

  • The Use right ensures the user can see the template in xential|client and generate documents with it.
  • The View right is automatically checked after saving when configuring rights at group level. For individual templates, the user automatically receives this right on the parent template group.
  • In addition to usage rights, you can also grant management rights to specific users or groups.