Allowing Document Access to User Roles

When new documents are created, a Customer Admin must give users access by adjusting existing User Roles. To do this, they can follow these steps:

1. Go to Settings.
2. Select User Roles.
3. Click on the first User Role that should have access to the new document.
4. Scroll down to Templates & Layouts.
5. Check off the new documents as needed. If some User Roles should only have access to specific Layouts, then only select the ones they should have access to.
   
   • Checking an option under Templates will allow the User Role to edit the Template on events if their User Role also allows access to Edit All Events.
   • Checking an option under Layouts will allow the User Role to view that specific Layout on Events.
6.  Click Update. Repeat this step for all of the User Roles as needed.

Pro Tip: The Admin User Role will always have access to new Templates and Layouts. This role does not need to be adjusted like the others.