Hi all, I am trying to provide access on Excel Templates for some of the roles. Even though i provided access on following entities shown below they are not able to access Excel Templates while they login into the system. Could any one help me what permissions i need to provide to get access on Excel templates
Thanks
Satish
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Hi Satish,
In addition to Document template & personal Document Template, grant access to Document Generation as well (under Business Management tab).
Hope this helps.
Hi Satish,
Try the security role as per the below screenshot
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