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Can we automatically add users to Template Security?

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  • David Fournier

    Good afternoon {@005D000000AN6rSIAT}​ & Halekulani team,

    Thank you for your query.

     

    As a matter of best practice, we recommend to not utilize the 'CreatePO' Template Security access unless there is a specific business process where only certain users have access to Create certain POs to avoid the operational challenge you've described; instead only 'Read' or 'Full' especially on the 'User Security' tab.

    Our recommended approach is:

    • User Security tab: only 1-2 additional users with 'Full' access to make changes if the Template Owner is unavailable
    • Outlet Security tab: Ordering Outlet (all Users with access to the Ordering Outlet) as 'Read' access
    • Property Security: blank / no selections

    https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-a-Purchase-Requisiton-Template

     

    Further to maintaining Templates, we also recommend Property Administrators (e.g. IT, Cost Control) & usually the Purchasing Teams are marked as 'Template Administrators' to be able to make the aforementioned updates.

    https://fc.force.com/customer/s/article/Purchasing-Inventory-Changing-Requisition-Access-Rights-in-User-Groups

     

    Please let us know if you have any further questions regarding this topic.

     

    Best

    David

    Fourth

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