Permissions You Need to Create a Data Entry Template

You need to be an admin user to create a data entry template.

You also need the permission to hide the source entity template prompt.

 

To activate this permission:

  1. Select Admin > Security > Roles.

  2. Select the role that should have the permission to create data entry templates.

  3. Under the Permissions subtab, expand General Permissions > Expand Template.

  4. Double-click the Can hide source entity template prompt option.

 

To activate this setting:

  1. Select your username > Select Preferences.

  2. Select the Hide source entity template prompt checkbox.